- Distribution of leads to sales teams on a daily, weekly and annual basis to ensure equitable distribution of opportunities to sales agents
- Project related tasks to help implement improvements to existing processes or support the business in the distribution of leads
- Develop strong relationships with our business partners to ensure that work and processes aligns with business needs
- Complete annual updates to the distribution tools to support changes in business needs
- Analyze and develop ad hoc reporting based on requests and requirements from management and internal business partners
- You obsess about customers, listen, engage and act for their benefit.
- You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
- You thrive in teams and enjoy getting things done together.
- You take ownership and build solutions, focusing on what matters.
- You do what is right, work with integrity and speak up.
- You share your humanity, helping us build a diverse and inclusive work environment for everyone.
- Excellent analytical and problem-solving skills
- Proven ability to take initiative, work independently, and establish priorities
- Proactive mentality, constantly looking for ways to improve existing processes and streamline activities
- Excellent interpersonal, communication and presentation skills
- Ability to work under tight deadlines and make timely decisions
- Good project management and negotiation skills
- Ability to accurately identify problems, assess business impact and suggest alternate courses of actions
- SQL and VBA programming knowledge
- A competitive salary and benefits packages.
- A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
- A focus on growing your career path with us.
- Flexible work policies and strong work-life balance.
- Professional development and leadership opportunities.
- Values-first culture
We lead with our Values every day and bring them to life together. - Boundless opportunity
We create opportunities to learn and grow at every stage of your career. - Continuous innovation
We invite you to help redefine the future of financial services. - Delivering the promise of Diversity, Equity and Inclusion
We foster an inclusive workplace where everyone thrives. - Championing Corporate Citizenship
We build a business that benefits all stakeholders and has a positive social and environmental impact. -
Financial Control Specialist
2 days ago
Sun Life Waterloo, CanadaYou are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspir ...
-
Financial Specialist- Fluency in Spanish
1 day ago
Queen of the Thrones™ Petersburg, CanadaIf this is you, please apply, and feel good about joining a fast growing **natural health **COVER LETTER + RESUME REQUIRED** · **Are you passionate about health and wellness?** · **If you are a dedicated, organized, energetic and joyful person who is looking for a full-time role ...
-
CIBC Perth, CanadaWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
-
Financial Protection Programs Specialist
6 days ago
Agricorp Guelph, CanadaThe **Financial Protection Programs Specialist** is a senior technical expert who provides support to the Manager, Underwriting & Account Services and other Agricorp staff to ensure participant compliance in financial protection programs delivered by Agricorp under the Grains Act ...
-
Associate Financial Services Specialist
1 week ago
CIBC Stratford, CanadaWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
-
Associate Financial Services Specialist
3 days ago
CIBC Brantford, Canada Temps pleinNous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. · À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir ...
-
Investment Specialist
2 days ago
Libro Credit Union Kitchener, CanadaCareer Opportunity · Libro is growing - and Libro is hiring. · Our expansion plans include a series of new hires across southwestern Ontario. Take a look. · Careers - Job Opportunities with Libro Credit Union | Libro · Who We Are · Imagine working for an organization where every ...
-
Investment Specialist
1 week ago
Libro Credit Union Kitchener, CanadaCareer Opportunity · Libro is growing - and Libro is hiring. · Our expansion plans include a series of new hires across southwestern Ontario. Take a look. · Who We Are · Imagine working for an organization where every employee and customer is an Owner. · No matter whether a custo ...
-
Investment Specialist Associate
2 days ago
Scotiabank Kitchener, CanadaRequisition ID: 175078 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Inv ...
-
Training Specialist
1 week ago
Sun Life Waterloo, CanadaYou are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspir ...
-
Training Specialist
1 week ago
Sun Life Waterloo, CanadaYou are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspir ...
-
Mobile Mortgage Specialist Assistant
1 week ago
TD Bank Kitchener, Canada**Work Location**: · Kitchener, Ontario, Canada · **Hours**: · 1 · **Line of Business**: · Personal & Commercial Banking · **Pay Details**: · **Start an exciting career with one of the strongest financial institutions in Canada. TD is growing their Mobile Mortgage Sales Force and ...
-
Services Support Specialist
1 week ago
University of Waterloo Waterloo, CanadaOverview: · **Term: 2 years** · The Services Support Specialist reports to the Services Manager and supports the overall success of all student-run services. The role provides direct supervision of 4-6 student-run services as assigned by the Services Manager. These services are u ...
-
MD Financial Management Kitchener, CanadaRequisition ID: 182087 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional A ...
-
Collections Specialist
1 week ago
opentext Waterloo, Canada**OPENTEXT - THE INFORMATION COMPANY** · As the Information Company, our mission at OpenText is to create software solutions and deliver services that redefine the future of digital. Be part of a winning team that leads the way in Enterprise Information Management. · **YOUR IMPAC ...
-
Incentive Compensation Associate
1 week ago
Sun Life Waterloo, CanadaYou are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspir ...
-
Estate Specialist
1 day ago
Kindred Credit Union Limited Kitchener, Canada**You're invited to make a difference ** as a** full time Estate Specialist.** · **This is a hybrid position.** · **At Kindred Credit Union, you will be part of cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities. ...
-
Finance Specialist, Group Benefits Billing
1 week ago
Sun Life Waterloo, CanadaYou are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspir ...
-
Financial Analyst
1 day ago
University of Waterloo Waterloo, CanadaOverview: · The Financial Analyst - Societies is accountable for the provision of essential financial information and internal controls related to the Societies, Orientation and Student Refugee Program funds. The incumbent is also responsible for the integrity of financial proces ...
-
Financial Analyst
1 week ago
Region of Waterloo Kitchener, Canada**Our Story**: · Committed to fostering opportunities for current and future generations, the Region of Waterloo is an inclusive, thriving and sustainable region of connected rural and urban communities with global reach. Our mission is to serve, engage and inspire, by delivering ...
Financial specialist - Waterloo, ON, Canada - Société Financière Manuvie
Description
Nous sommes un fournisseur de services financiers qui s'emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie en nous appuyant sur des valeurs, et ce, dans l'ensemble de nos activités. Pour nous aider à nous démarquer, nous vous aidons à progresser, parce que lorsque nos collègues sont en santé, respectés et vraiment valorisés, nous nous épanouissons tous. Découvrez comment vous pouvez faire progresser votre carrière, avoir une influence et susciter un réel changement avec notre équipe gagnante dès aujourd'hui.
Semaine de travail comprimée
HybrideDescription d'emploi
The opportunity
The PlanRight Finance team is currently looking for an analytical, proactive, strategic thinker to join their team as Financial Specialist. Reporting to the Director, PlanRight Finance, the incumbent is responsible for distribution of leads to the PlanRight sales teams through the management and maintenance of the leads distribution tool, building strong relationships with business partners and managing all lead-related functions. The incumbent will also play a key role in management and sales reporting by compiling sales related data to support reporting needs and using VBA and SQL skills to assist with maintenance and improvement of existing processes and any automation efforts.
Responsibilities
What motivates you?
What we are looking for
What can we offer you?
Our commitment to you
À propos de John Hancock et de Manuvie
John Hancock est une unité de la Société Financière Manuvie, un groupe mondial et chef de file des services financiers qui aide les gens à prendre plus facilement des décisions et à vivre mieux. Nous exerçons nos activités principalement sous les noms John Hancock aux États-Unis et Manuvie à l'échelle mondiale, y compris au Canada, en Asie et en Europe. Nous proposons des conseils financiers ainsi que des solutions d'assurance et de gestion de patrimoine et d'actifs à des particuliers, à des groupes et à des institutions. Au 30 juin 2021, l'actif géré et administré par Manuvie et ses filiales se chiffrait à 1 300 milliards de dollars canadiens milliards de dollars américains). La Société Financière Manuvie est inscrite aux bourses de Toronto (TSX), de New York (NYSE) et des Philippines (PSE) sous le symbole « MFC » et à la Bourse de Hong Kong (SEHK) sous le symbole « 945 ». Vous pouvez consulter le site de Manuvie à l'adresse
John Hancock, une des plus importantes sociétés d'assurance vie aux États-Unis, offre à plus de 10 millions d'Américains une vaste gamme de produits financiers, y compris des produits d'assurance vie, de rente, de placement, ainsi que les régimes 401(k) et les régimes d'épargne-études. Pour de plus amples renseignements au sujet de John Hancock, rendez-vous à l'adresse
Manuvie est un employeur qui souscrit au principe de l'égalité d'accès à l'emploi
À Manuvie/John Hancock, nous embrassons notre diversité. Nous nous efforçons d'attirer, de perfectionner et de maintenir un effectif qui est aussi varié que nos clients, et de favoriser la création d'un milieu de travail inclusif qui met à profit la diversité de nos employés et les compétences de chacun. Nous nous engageons à assurer un recrutement, une fidélisation, une promotion et une rémunération équitables, et nous administrons toutes nos pratiques et tous nos programmes sans discrimination en raison de la race, de l'ascendance, du lieu d'origine, de la couleur, de l'origine ethnique, de la citoyenneté, de la religion ou des croyances ou des convictions religieuses, du genre (y compris grossesse et affection liée à une grossesse), de l'orientation sexuelle, des caractéristiques génétiques, du statut d'ancien combattant, de l'identité de genre, de l'expression de genre, de l'âge, de l'état matrimonial, de la situation de famille, d'une invalidité ou de tout autre motif protégé par la loi applicable.
Nous nous sommes donné comme priorité d'éliminer les obstacles à l'accès égalitaire à l'emploi. Un représentant des Ressources humaines collaborera avec les candidats qui demandent une mesure d'aménagement raisonnable pendant le recrutement. Tous les renseignements communiqués pendant le processus de demande de mesures d'aménagement seront stockés et utilisés conformément aux lois et aux politiques applicables de Manuvie/John Hancock. Pour demander une mesure d'aménagement raisonnable dans le cadre du recrutement, écrivez à
Salaire et avantages sociaux
Le salaire de base annuel pour ce poste est indiqué ci-dessous.
Région principale
Waterloo, OntarioL'échelle salariale devrait se situer entre
$56,400.00 CAD - $94,000.00 CADSi vous posez votre candidature à ce poste en dehors de la région principale, veuillez écrire à pour obtenir l'échelle salariale correspondant à votre région. Le salaire varie en fonction des conditions du marché local, de la géographie et de facteurs pertinents liés au poste telles les connaissances, les compétences, les qualifications, l'expérience et l'éducation ou la formation. Les employés ont également la possibilité de participer à des programmes de motivation et de toucher une rémunération incitative liée au rendement de l'entreprise et au rendement individuel.
Manuvie offre aux employés admissibles une vaste gamme d'avantages sociaux personnalisables, notamment une assurance soins médicaux, soins dentaires, santé mentale, soins de la vue, invalidité de courte et de longue durée, assurance vie et assurance DMA, assurance adoption, de maternité de substitution et de soins médicaux non urgents ainsi que des programmes d'aide aux employés et leur famille. Nous proposons également aux employés admissibles différents régimes d'épargne-retraite (y compris des régimes de rente et un programme international d'actionnariat assortie de cotisations patronales de contrepartie) ainsi que des ressources en matière d'éducation et de conseils financiers. Notre généreux programme de congés rémunérés au Canada comprend les jours fériés, les congés annuels, les congés personnels et les congés de maladie, et nous offrons toute la gamme des congés autorisés prévus par la loi. Si vous posez votre candidature à ce poste aux États-Unis, veuillez écrire à pour obtenir de plus amples renseignements sur les dispositions relatives aux congés rémunérés spécifiques aux États-Unis.
#J-18808-Ljbffr