Job Description
Join Manulife Wealth in Waterloo as a Salesforce Enablement Consultant, focusing on advisor support for Financial Services Cloud. Drive optimal platform utilization and implementation.
As part of the Field Technology Services team, you will support financial advisors in utilizing the Salesforce platform effectively. With your extensive Salesforce experience, you will design training materials, offer virtual guidance, and enhance advisor skills. Your role includes identifying barriers and aligning business needs with technology solutions to improve the advisor experience.
Key Responsibilities:
• Offer expert guidance in using Salesforce Financial Services Cloud
• Create quick reference guides and conduct training sessions
• Act as a liaison between advisors and tech teams
• Translate business needs into actionable user stories
• Track recurring issues and recommend training solutions
Requirements:
• Minimum 5 yea...
As part of the Field Technology Services team, you will support financial advisors in utilizing the Salesforce platform effectively. With your extensive Salesforce experience, you will design training materials, offer virtual guidance, and enhance advisor skills. Your role includes identifying barriers and aligning business needs with technology solutions to improve the advisor experience.
Key Responsibilities:
• Offer expert guidance in using Salesforce Financial Services Cloud
• Create quick reference guides and conduct training sessions
• Act as a liaison between advisors and tech teams
• Translate business needs into actionable user stories
• Track recurring issues and recommend training solutions
Requirements:
• Minimum 5 yea...