Small Business Relationship Manager

The Small Business Relationship Manager is responsible for driving growth and market adoption of Manulife’s digital-enabled retirement solution for small businesses. This role promotes FutureStep as the leading small-plan offering, builds and strengthens advisor relationships, and executes targeted strategies to contribute to the national sales quota. Through consultative conversations, the SBRM identifies advisor needs and positions tailored FutureStep solutions, supporting advisors from initial prospecting through plan setup. The role also delivers onboarding guidance, product demos, and education to enhance advisor comfort with the platform. Additional responsibilities include managing an accurate pipeline, servicing advisor and client need, responding to qualified RFPs, preparing proposals, and supporting finalist presentations. Together, these activities ensure a streamlined experience, strong advisor engagement, and sustainable growth of the FutureStep business.

Position Responsibilities:

• Promote and position FutureStep as the leading retirement solution for small businesses.

• Build and strengthen advisor relationships to increase FutureStep awareness and adoption.

• Conduct consultative conversations to understand advisor needs and present suitable FutureStep solutions.

• Support advisors through the sales process, through to plan set up – targeted to support the National Sales quota.

• Provide onboarding guidance and transition support to advisors and plan sponsors using FutureStep’s streamlined processes.

• Conduct demos, product walkthroughs, and educate advisors about the value of the platform.

• Respond to RFPs that fit the FutureStep profile; prepare proposals and support finalist presentations.

• Maintain accurate pipeline tracking and territory management discipline.

Required Qualifications:

• Bilingual French/English – oral and written.

• College or University degree (business, economics or finance preferred).

• Experience in the Canadian financial services industry.

• Knowledge of investments, group retirement and non-registered savings plans.

• Understanding of pension and investment regulations and legislation.

• Familiarity with digital onboarding platforms or simplified retirement products is an asset.

When you join our team:

• We’ll empower you to learn and grow the career you want.

• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

• As part of our global team, we’ll support you in shaping the future you want to see.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.

Referenced Salary Location

CAN, Quebec, Montreal, 900 Boulevard de Maisonneuve OuestHybrid

Salary range is expected to be between

$71,475.00 CAD - $119,125.00 CAD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact hr@manulife.com for more information about U.S.-specific paid time off provisions.