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Lease and Loan Documentation and Sales Support - Customer Service Officer
Burlington
TD Bank
Posted 2 days ago
Job Viewed
Job Description
**Work Location:**
Burlington, Ontario, Canada
**Hours:**
37.5
**Line of Business:**
Personal & Commercial Banking
**Pay Details:**
52 700 $/$52,700 - 74 400 $/$74,400 CAD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
**Department Overview**
The TD Equipment Finance team is a Centre of Excellence within Business Banking. Our mandate is to structure equipment financing (leases and loans) for business clients and prospects as an alternative to other conventional bank sources of financing such as term loans.
*** **Job Description**
Reporting to the Manager Documentation - Ontario, GTA, Prairie, & Pacific, TD Equipment Finance (TDEF), this position is responsible for managing documentation for new originations and sales support for clients. Assigned to two or more Account Executives the role supports sales processes throughout new originations.
+ Leverage proficiency of various software applications/programs to ensure timely and accurate preparation of documentation; strong knowledge of T-Value, PPSA/RDPRM governing rules and their Registration processes is an asset.
+ Functions include coordination of transactions with vendors, customers, bankers and Account Executives, securing necessary transaction documentation, preparing documents and initiating the funding process.
+ Work with Legal and Credit departments (or other functions as necessary) to facilitate the completions of the transactions.
+ Obtain/compile documentation as required to meet AML (Anti-Money Laundering) and KYC (Know Your Customers) guidelines
+ Register/assess transactions for PMSI/RDPRM priority and, as required, review searches and obtain waivers.
+ Respond to customer service inquiries and interface directly with external TDEF customers when necessary.
+ Assist in identifying viable solutions to make deals work.
+ Deliver legendary customer service at every interaction and execute on plans to improve the customer experience.
+ Build and maintain solid relationships with internal fulfillment partners in order to maximize efficiency and customer service.
+ Actively refer to other business partners both within Business Banking and across TDBFG and respond effectively to reciprocal referrals.
+ Actively participate in the performance management process including performance reviews, feedback and coaching sessions as well as performance and development discussions.
+ Embrace and promote a positive environment that supports a diverse workplace.
+ A strong team player assisting with other administrative tasks as needed.
+ Service-level focused with a strong attention to detail.
+ Be knowledgeable of and comply with Bank and Industry Codes of Conduct.
*** **Job Requirements**
+ Business experience in the financial industry is an asset
+ Strong oral and written communications skills are essential
+ Should be resourceful, have strong organizational skills and work successfully with minimal supervision in a fast paced, high volume, deadline driven environment.
+ Must possess the ability to multitask
+ Will work closely in a team environment in order to meet individual and team driven benchmarks.
+ Should be conscientious and detail oriented in order to mitigate any risk to the bank.
+ Must demonstrate the ability to be resourceful and proactive in their approach to problem resolution
+ Ability to quickly learn new systems and applications
+ Solid Knowledge of Microsoft Office required
**5 years Equipment Finance Experience preferred.**
College or University graduate preferred.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
**Language Requirement (Quebec only):**
Sans Objet
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Burlington, Ontario, Canada
**Hours:**
37.5
**Line of Business:**
Personal & Commercial Banking
**Pay Details:**
52 700 $/$52,700 - 74 400 $/$74,400 CAD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
**Department Overview**
The TD Equipment Finance team is a Centre of Excellence within Business Banking. Our mandate is to structure equipment financing (leases and loans) for business clients and prospects as an alternative to other conventional bank sources of financing such as term loans.
*** **Job Description**
Reporting to the Manager Documentation - Ontario, GTA, Prairie, & Pacific, TD Equipment Finance (TDEF), this position is responsible for managing documentation for new originations and sales support for clients. Assigned to two or more Account Executives the role supports sales processes throughout new originations.
+ Leverage proficiency of various software applications/programs to ensure timely and accurate preparation of documentation; strong knowledge of T-Value, PPSA/RDPRM governing rules and their Registration processes is an asset.
+ Functions include coordination of transactions with vendors, customers, bankers and Account Executives, securing necessary transaction documentation, preparing documents and initiating the funding process.
+ Work with Legal and Credit departments (or other functions as necessary) to facilitate the completions of the transactions.
+ Obtain/compile documentation as required to meet AML (Anti-Money Laundering) and KYC (Know Your Customers) guidelines
+ Register/assess transactions for PMSI/RDPRM priority and, as required, review searches and obtain waivers.
+ Respond to customer service inquiries and interface directly with external TDEF customers when necessary.
+ Assist in identifying viable solutions to make deals work.
+ Deliver legendary customer service at every interaction and execute on plans to improve the customer experience.
+ Build and maintain solid relationships with internal fulfillment partners in order to maximize efficiency and customer service.
+ Actively refer to other business partners both within Business Banking and across TDBFG and respond effectively to reciprocal referrals.
+ Actively participate in the performance management process including performance reviews, feedback and coaching sessions as well as performance and development discussions.
+ Embrace and promote a positive environment that supports a diverse workplace.
+ A strong team player assisting with other administrative tasks as needed.
+ Service-level focused with a strong attention to detail.
+ Be knowledgeable of and comply with Bank and Industry Codes of Conduct.
*** **Job Requirements**
+ Business experience in the financial industry is an asset
+ Strong oral and written communications skills are essential
+ Should be resourceful, have strong organizational skills and work successfully with minimal supervision in a fast paced, high volume, deadline driven environment.
+ Must possess the ability to multitask
+ Will work closely in a team environment in order to meet individual and team driven benchmarks.
+ Should be conscientious and detail oriented in order to mitigate any risk to the bank.
+ Must demonstrate the ability to be resourceful and proactive in their approach to problem resolution
+ Ability to quickly learn new systems and applications
+ Solid Knowledge of Microsoft Office required
**5 years Equipment Finance Experience preferred.**
College or University graduate preferred.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
**Language Requirement (Quebec only):**
Sans Objet
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Is this job a match or a miss?
Apply Now
0
Job Description
About the Role Our client, a leading financial institution in **Edmonton, Alberta, CA**, is seeking an experienced Senior Commercial Loan Underwriter to join their lending division. This vital role involves evaluating and approving commercial loan applications, ensuring adherence to the bank's credit policies and risk appetite. You will be responsible for conducting thorough due diligence, analyzing financial statements, assessing collateral, and structuring loan packages for businesses across various sectors. The ideal candidate possesses strong financial acumen, excellent analytical and decision-making capabilities, and a solid understanding of commercial lending best practices. This hybrid role allows for a balance between critical in-office collaboration and remote work flexibility. Contribute to the economic growth of the region by facilitating sound commercial financing. Key Responsibilities
- Underwrite commercial real estate and business loans, assessing financial viability, collateral adequacy, and risk.
- Analyze complex financial statements, tax returns, and cash flow projections for commercial clients.
- Conduct thorough due diligence, including background checks, market analysis, and property appraisals.
- Structure loan terms, covenants, and pricing to mitigate risk and meet client needs within policy guidelines.
- Prepare comprehensive loan approval memos for presentation to loan committees.
- Ensure compliance with all relevant lending regulations, policies, and procedures.
- Maintain strong relationships with commercial relationship managers, providing expert guidance on loan structuring and risk.
- Monitor existing loan portfolio for potential credit deterioration and covenant compliance.
- Bachelor's degree in Finance, Business Administration, Economics, or a related field.
- Minimum of 6 years of experience in commercial loan underwriting or commercial credit analysis.
- Proven expertise in underwriting various commercial loan products, including C&I, commercial real estate, and construction loans.
- Strong understanding of financial statement analysis, ratio analysis, collateral valuation, and risk assessment.
- In-depth knowledge of lending regulations and compliance requirements.
- Excellent analytical, problem-solving, and decision-making skills.
- Strong negotiation and communication abilities, with the capacity to articulate recommendations clearly.
- Proficiency in loan origination and servicing software.
Is this job a match or a miss?
Apply Now
1
Coordinateur des ventes sur le marché bilingue
J7R 7A7 Saint Eustache
OPENLANE
Posted today
Job Viewed
Job Description
Nous recherchons :
Nous recherchons un coordinateur des ventes sur le marché bilingue ayant de l'expérience dans le service à la clientèle et l'utilisation de la technologie. Vous ferez partie d'une équipe dynamique de coordination des ventes chargée de soutenir les clients sur notre plateforme d'enchères en ligne. Vous participerez à la saisie des informations sur les véhicules, au lancement des profils, à la formation et à l'entretien des relations avec les clients. Dans ce rôle, vous aurez l'occasion de mettre à profit votre expérience en matière de service à la clientèle, de technologie et de souci du détail.
Vous êtes :
Soucieux du détail. Vous assurez la saisie et la présentation exactes des informations relatives aux véhicules.
Connaisseur en technologie. Vous utiliserez efficacement notre application et nos outils en ligne.
Excellent communicateur. Vous interagirez avec les clients, les représentants des ventes et les clients de manière professionnelle.
Vos missions :
Se rendre chez les concessionnaires pour dresser l'inventaire des véhicules et évaluer leur état.
Lancer de nouveaux profils de véhicules sur notre application mobile pour les concessionnaires.
Assurer la formation et résoudre les problèmes techniques des clients.
Maintenir et renforcer les relations avec les clients actuels et potentiels.
Incontournables :
Titulaires d’un permis de conduire valide et avoir accès à une voiture
1 à 3 ans d'expérience dans la fourniture d'un service à la clientèle de qualité supérieure.
Aptitude à gérer plusieurs comptes clients.
Familiarité avec les technologies web et mobiles.
Un grand souci du détail et des compétences en matière de communication.
Bilingue en anglais et en français - Ce rôle exige que vous interagissiez avec des clients, des dirigeants et des collègues au Québec, dans d'autres provinces ou dans d'autres pays qui ne parlent peut-être pas français.
Idéalement :
Expérience dans l'évaluation de véhicules en gros.
Expérience dans le domaine de la vente ou de la concession.
Connaissance de l'industrie automobile.
Is this job a match or a miss?
Apply Now
2
Assistant Store Manager (Student Loan Payment Assistance)
N8X 3Y8 Windsor
Journeys
Posted 2 days ago
Job Viewed
Job Description
COMPANY OVERVIEW
Journeys is a teen retail leader with an emphasis on footwear and unique specialty items including apparel, backpacks, hats and accessories. With more than 800 stores in all 50 US states, Puerto Rico and Canada, Journeys offers the most popular brands that cater to the teen lifestyle such as Converse, Vans, Dr Martens, UGG, Adidas, Timberland, Birkenstock, Crocs and Hey Dude. Through strategic artistic partnerships, event sponsorships, exclusive content, creative collaborations with musicians, and a focus on giving back to the community through charitable events and volunteer programs— Journeys has become more than just a retailer, but a universal part of teen and youth culture. The in-store Journeys experience features an energetic environment, friendly, passionate staff, and an inclusive atmosphere where self-expression is not just accepted – but encouraged and embraced. Journeys is an attitude you can wear.
Journeys is always looking for great people to join our team!
For more information check out:
WHY WORK FOR JOURNEYS?
- We celebrate and reward success!
- Rapid promotion opportunities for top performers - we promote from within
- We are a family with an Attitude That Cares
- We encourage you to embrace your individuality
- You get to work in a fun environment with the coolest people around
- We conduct business with integrity and passion
- Excellent benefits and employee discount
- Compensation includes base pay, sales commission, and bonus potential*
JOB SUMMARY
To assist Store Manager and Manager In Training with recruiting, hiring, training, and managing store personnel to achieve store and personal sales goals, control expenses, and to protect company assets.
ESSENTIAL JOB FUNCTIONS
- Meet and exceed store and personal sales goals and standards of performance
- Assist in recruiting and hiring of high caliber employees with in-store needs
- Assist in training and developing a successful sales team
- Provide feedback, coaching, and accountability to all employees by enforcing all company policies and practices
- Ensure that all company initiatives are properly implemented and to the standard of the company direction
- Recognize talented staff and develop them for growth within the company
- Supervise and manage all aspects of daily store operations in Store Manager and Manager In Training’s absence
- Supervise and manage all aspects of Loss Prevention practices in Store Manager and Manager In Training’s absence
- Effectively communicate all store needs to Store Manager and Manager In Training
- Resolve customer issues effectively
- Provide a fun, full service experience to all customers
- Complete bank deposits
- Understand the Journeys culture and demonstrate it to the team
JOB REQUIREMENTS
- Prior retail management experience preferred
- 6–12 months retail sales experience
- Excellent interpersonal and customer service skills
- Desire to succeed in fast-paced retail environment
- Willingness to learn
- Completion of all training programs leading up to Co-Manager position or equivalent training
- Ability to work 45 hours per week
- Ability to work night and weekend shifts
- Ability to climb, reach, bend, and lift up to 50 pounds
- Stand for long periods of time
- Must be at least 18 years of age*
* Age requirements for full-time employment may vary based on state
PAY AND BENEFITS
Check out the following website for more information on all our awesome benefits:
*The pay rate, commission, and bonus structure varies per job title, county, city, state or province. Benefits offered may include medical, vision, and dental insurance, a vacation package, and community service hours but may also vary by state, province, or territory. For clarification, refer to
PRE-APPLICATION DISCLOSURES
Equal employment opportunity is provided to all employees and applicants for employment without regard to race, color, sex, religion, national origin, age, veteran status, pregnancy, childbirth, or related medical condition, physical or mental disability of otherwise qualified individuals, medical condition, genetic information, sexual orientation, citizenship, marital or registered domestic/civil union partner status, gender identity and/or expression, or any other factor that the law protects from employment discrimination.
All employment decisions are based on business needs, job requirements and individual qualifications. This policy applies to all terms and conditions of employment, including, but not limited to, recruitment and hiring, placement, promotion, termination, reductions in force, recall, transfer, leaves of absence, compensation and training. Any applicant or employee who needs a reasonable accommodation to apply for employment or to perform the essential functions of his or her job should email or call . Genesco’s employment practices will continue to be directed toward full utilization of all available human resources. We believe that this approach to our human resources is not only legally and morally proper, but also is an intelligent and economic business practice.
Is this job a match or a miss?
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3
Coordinateur des ventes sur le marché bilingue-Laval/Rive-Nord
J7C 5T7 Blainville
OPENLANE
Posted today
Job Viewed
Job Description
Qui nous sommes :
Chez OPENLANE, nous simplifions la vente en gros afin de permettre à nos clients d'accroître leur succès.
Nous sommes une entreprise technologique qui développe le marché numérique de véhicules d'occasion le plus avancé et le plus simple au monde.
Nous sommes une entreprise de données qui aide ses clients à acheter et à vendre plus intelligemment grâce à des analyses claires et exploitables.
Et nous sommes une entreprise d'innovation qui propulse l'avenir du remarketing de gros par la curiosité, la collaboration et l'esprit d'entreprise.
Nos valeurs :
Waybuilders déterminés. Nous relevons les défis qui nous inspirent à construire, à créer et à innover.
Curiosité insatiable. Nous cherchons à comprendre et à améliorer l'expérience de nos clients.
Prise de risques éclairée. Nous transformons le risque en progrès grâce aux données, à l'expérience et à l'intuition.
Responsabilité assumée avec courage. Nous tenons nos promesses et apprenons en cours de route.
Nous recherchons :
Nous recherchons un coordinateur des ventes sur le marché bilingue ayant de l'expérience dans le service à la clientèle et l'utilisation de la technologie. Vous ferez partie d'une équipe dynamique de coordination des ventes chargée de soutenir les clients sur notre plateforme d'enchères en ligne. Vous participerez à la saisie des informations sur les véhicules, au lancement des profils, à la formation et à l'entretien des relations avec les clients. Dans ce rôle, vous aurez l'occasion de mettre à profit votre expérience en matière de service à la clientèle, de technologie et de souci du détail.
Vous êtes :
Soucieux du détail. Vous assurez la saisie et la présentation exactes des informations relatives aux véhicules.
Connaisseur en technologie. Vous utiliserez efficacement notre application et nos outils en ligne.
Excellent communicateur. Vous interagirez avec les clients, les représentants des ventes et les clients de manière professionnelle.
Vos missions :
Se rendre chez les concessionnaires pour dresser l'inventaire des véhicules et évaluer leur état.
Lancer de nouveaux profils de véhicules sur notre application mobile pour les concessionnaires.
Assurer la formation et résoudre les problèmes techniques des clients.
Maintenir et renforcer les relations avec les clients actuels et potentiels.
Incontournables :
Titulaires d’un permis de conduire valide et avoir accès à une voiture
1 à 3 ans d'expérience dans la fourniture d'un service à la clientèle de qualité supérieure.
Aptitude à gérer plusieurs comptes clients.
Familiarité avec les technologies web et mobiles.
Un grand souci du détail et des compétences en matière de communication.
Bilingue en anglais et en français - Ce rôle exige que vous interagissiez avec des clients, des dirigeants et des collègues au Québec, dans d'autres provinces ou dans d'autres pays qui ne parlent peut-être pas français.
Idéalement :
Expérience dans l'évaluation de véhicules en gros.
Expérience dans le domaine de la vente ou de la concession.
Connaissance de l'industrie automobile.
Ce que nous offrons :
Salaire concurrentiel
Avantages sociaux pour les soins médicaux, dentaires et la vue avec contributions de l'employeur à un compte gestion-santé (É.-U.) et options de compte de gestion-santé flexible (É.-U.)
Régime 401K (É.-U.) ou REER (Canada) avec cotisation de contrepartie de l'entreprise, acquis immédiatement
Vacances, congés personnels et congés de maladie payés
Congé de maternité et de paternité payé (É.-U.)
Assurance invalidité de courte durée, assurance invalidité de longue durée, assurance vie et assurance décès et mutilation accidentels payées par l'employeur (É.-U.)
Programme d'aide aux employés complet
Journée de bénévolat « Leap into Service » payée par l'employeur
Remboursement des frais de scolarité pour les programmes admissibles
Possibilités d'élargir vos compétences et de partager vos connaissances au sein d'une organisation mondiale cotée en bourse
Culture d'entreprise axée sur les promotions internes, les cheminements de carrière diversifiés et l'avancement professionnel significatif
Ça vous intéresse? Postulez dès maintenant - Nous avons hâte de vous connaitre !
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Apply Now
4
Job Description
**Ignite your potential. Impact what matters.**
Hi, we're HUB - a network of doers with diverse stories and a shared goal to support our clients and communities. To do it, we believe in supporting each other, because great work happens when people come together, and that means building a team where anyone can spark an idea, and where everyone can make a difference. Where pushing ourselves forward helps us give more to others.
**The Opportunity!**
**As a Commercial Account Manager (Large Commercial),** you will operate at the forefront of complex commercial insurance - partnering with sophisticated clients and senior insurer stakeholders. You'll work in lockstep with elite broking teams, administration, and Producers to deliver a white-glove client experience, serving as the trusted, go-to for your clients.
We're looking for a proven commercial insurance professional with deep commercial lines expertise - someone who thrives in a fast-paced, growth-oriented environment and wants to be on the leading edge of Commercial Insurance. If you're energized by complex accounts, influential client partnerships, and the opportunity to make a real impact, **this is your moment.**
**Join Western Canada's fastest-growing commercial team** , where top performers are empowered, collaboration fuels success, and your expertise drives results!
**What you will bring to the role -**
+ Level 3 General Insurance License is required.
+ 5+ years of client-facing commercial insurance experience, with direct responsibility for large, complex commercial accounts (e.g., multi-line, US exposure, layered programs, complex property/liability, high-premium or multi-location risks).
+ Proven ability to lead renewal planning and marketing strategy for sophisticated clients, including insurer negotiations and managing timelines/priorities.
+ Confident, polished communication skills with the ability to advise senior client contacts
+ Proactive, self-directed, and highly organized with strong attention to detail in documentation and follow-through.
+ Works well in a fast-paced, client-focused environment managing multiple competing priorities.
+ Proficiency in Epic is an asset but not required
**Why Join HUB?**
· An exceptional, welcoming, and inclusive company culture.
· Excellent compensation, benefits, RRSP match, referral incentives, and company perks.
· Work flexibility.
· Paid educational training and vast learning opportunities.
· Room for advancement and growth within the organization.
· Paid day off for your birthday - we want to celebrate you!
**What makes us different than all the rest?**
**_Our Vision:_** To be everywhere risk exists - today and tomorrow. Helping protect what matters most.
**_Our Mission:_** To protect and support the aspirations of individuals, families, and businesses. To empower our employees to learn, grow and make a difference in their communities.
**_Our Core Values:_**
· **_Entrepreneurship_** _:_ We encourage innovation and educated risk-taking.
· **_Integrity_** _:_ We do the right thing every time.
· **_Teamwork:_** We work together to maximize results.
· **_Accountability_** _:_ We measure and take responsibility for outcomes.
· **_Service:_** We serve clients, communities, and colleagues.
Ready to join **HUB** and build a career in a rapidly growing industry? **Apply today** for the Commercial Account Manager opportunity at our Winnipeg head office location!
Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: No Travel Required
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Hi, we're HUB - a network of doers with diverse stories and a shared goal to support our clients and communities. To do it, we believe in supporting each other, because great work happens when people come together, and that means building a team where anyone can spark an idea, and where everyone can make a difference. Where pushing ourselves forward helps us give more to others.
**The Opportunity!**
**As a Commercial Account Manager (Large Commercial),** you will operate at the forefront of complex commercial insurance - partnering with sophisticated clients and senior insurer stakeholders. You'll work in lockstep with elite broking teams, administration, and Producers to deliver a white-glove client experience, serving as the trusted, go-to for your clients.
We're looking for a proven commercial insurance professional with deep commercial lines expertise - someone who thrives in a fast-paced, growth-oriented environment and wants to be on the leading edge of Commercial Insurance. If you're energized by complex accounts, influential client partnerships, and the opportunity to make a real impact, **this is your moment.**
**Join Western Canada's fastest-growing commercial team** , where top performers are empowered, collaboration fuels success, and your expertise drives results!
**What you will bring to the role -**
+ Level 3 General Insurance License is required.
+ 5+ years of client-facing commercial insurance experience, with direct responsibility for large, complex commercial accounts (e.g., multi-line, US exposure, layered programs, complex property/liability, high-premium or multi-location risks).
+ Proven ability to lead renewal planning and marketing strategy for sophisticated clients, including insurer negotiations and managing timelines/priorities.
+ Confident, polished communication skills with the ability to advise senior client contacts
+ Proactive, self-directed, and highly organized with strong attention to detail in documentation and follow-through.
+ Works well in a fast-paced, client-focused environment managing multiple competing priorities.
+ Proficiency in Epic is an asset but not required
**Why Join HUB?**
· An exceptional, welcoming, and inclusive company culture.
· Excellent compensation, benefits, RRSP match, referral incentives, and company perks.
· Work flexibility.
· Paid educational training and vast learning opportunities.
· Room for advancement and growth within the organization.
· Paid day off for your birthday - we want to celebrate you!
**What makes us different than all the rest?**
**_Our Vision:_** To be everywhere risk exists - today and tomorrow. Helping protect what matters most.
**_Our Mission:_** To protect and support the aspirations of individuals, families, and businesses. To empower our employees to learn, grow and make a difference in their communities.
**_Our Core Values:_**
· **_Entrepreneurship_** _:_ We encourage innovation and educated risk-taking.
· **_Integrity_** _:_ We do the right thing every time.
· **_Teamwork:_** We work together to maximize results.
· **_Accountability_** _:_ We measure and take responsibility for outcomes.
· **_Service:_** We serve clients, communities, and colleagues.
Ready to join **HUB** and build a career in a rapidly growing industry? **Apply today** for the Commercial Account Manager opportunity at our Winnipeg head office location!
Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: No Travel Required
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Is this job a match or a miss?
Apply Now
5
Job Description
The **Account Manager** is a seasoned **C** **ommercial insurance professional** with deep technical knowledge across all commercial products. They independently manage a book of business as the lead client advisor, owning the client relationship end-to-end and delivering accurate coverage, exceptional service and operational excellence aligned with HUB's standards.
This is an in-office role.
**Responsibilities**
+ Serve as the primary advisor on an assigned book of business, owning the client relationship, servicing accounts, and writing new business; partner with Account Executives on supported accounts and may be supported by an insurance advisor
+ Deliver exceptional client service across the full book in alignment with HUB's service standards
+ Participate in formal account reviews and Critical Path meetings
+ Gather client data, build submissions in PolicyWorks or EPIC and prepare comprehensive rate comparisons
+ Identify coverage gaps, negotiate rates and terms with underwriters and present terms to the client or to the Account Executive
+ Bind coverage and issue cover notes
+ Prepare and process all account documentation in accordance with HUB workflows, including:
+ Certificates of Insurance
+ Cover notes
+ Summaries and proposals
+ New business, renewals and endorsements
+ Premium finance contracts
+ Invoicing
+ Maintain complete and accurate electronic files in EPIC, PolicyWorks and Certificate Exchange/CSR24
+ Attach all client instructions, bind orders and marketing correspondence in EPIC
+ Assist with managing and collecting accounts receivable
+ Support account reconciliation in collaboration with the accounting team
+ Support ongoing learning and development of new team members
+ Maintain ongoing professional development to enhance technical expertise
+ Protect HUB from errors and omissions through diligence and accuracy
+ Review and prioritize daily tasks, including activities and emails
+ Collaborate cross-functionally with other branch departments as needed to ensure clients receive comprehensive support
+ Make client visits and conduct relationship-building activities
**Qualifications & Skills**
+ Minimum 5 years of commercial insurance experience
+ Level 2 General Insurance License (BC)
+ Industry designation preferred (CAIB, CIP, or CRM)
+ Demonstrated ability to work independently and manage competing priorities
+ Superior client service, communication and interpersonal skills
+ Strong attention to detail with a high degree of accuracy
+ Comfortable in a fast-paced, collaborative client-focused environment
+ Intermediate to advanced proficiency in Microsoft Office (Excel, PowerPoint, Word)
_The expected salary range for this po_ _s_ _ition_ _is_ _$65_ _,000 to $95_ _,000_ _and will_ _be_ _impa_ _cted_ _by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line,_ _scope_ _and level._ _HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off_ _benefits, and_ _eligible bonuses, and commissions for some positions._
**Why HUB?**
At HUB International, you'll be part of a growing team that values collaboration, innovation, and professional development. This role offers the opportunity to shape how we train, support, and enable our Personal Lines teams across the Coastal region. If you enjoy variety in your work and want to make a tangible impact on how an organization operates, we'd love to hear from you.
_HUB International is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees._
Our Culture Starts with You
+ We are looking for **SELF-STARTERS** with an **ENTREPRENEURIAL** mindset who will take **OWNERSHIP** of their business
+ We want you to be **INNOVATIVE** and open to sharing your ideas
+ You work with **URGENCY** while providinga high levelof **PROFESSIONAL SERVICE** towardsour customers, communities, & colleagues.
+ You are a **TEAM PLAYER** who positivelyimpactthose around them; We **MOTIVATE** each other to **GROW TOGETHER**
+ You work with a high degree of **INTEGRITY** and **ACCOUNTABILITY**
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
This is an in-office role.
**Responsibilities**
+ Serve as the primary advisor on an assigned book of business, owning the client relationship, servicing accounts, and writing new business; partner with Account Executives on supported accounts and may be supported by an insurance advisor
+ Deliver exceptional client service across the full book in alignment with HUB's service standards
+ Participate in formal account reviews and Critical Path meetings
+ Gather client data, build submissions in PolicyWorks or EPIC and prepare comprehensive rate comparisons
+ Identify coverage gaps, negotiate rates and terms with underwriters and present terms to the client or to the Account Executive
+ Bind coverage and issue cover notes
+ Prepare and process all account documentation in accordance with HUB workflows, including:
+ Certificates of Insurance
+ Cover notes
+ Summaries and proposals
+ New business, renewals and endorsements
+ Premium finance contracts
+ Invoicing
+ Maintain complete and accurate electronic files in EPIC, PolicyWorks and Certificate Exchange/CSR24
+ Attach all client instructions, bind orders and marketing correspondence in EPIC
+ Assist with managing and collecting accounts receivable
+ Support account reconciliation in collaboration with the accounting team
+ Support ongoing learning and development of new team members
+ Maintain ongoing professional development to enhance technical expertise
+ Protect HUB from errors and omissions through diligence and accuracy
+ Review and prioritize daily tasks, including activities and emails
+ Collaborate cross-functionally with other branch departments as needed to ensure clients receive comprehensive support
+ Make client visits and conduct relationship-building activities
**Qualifications & Skills**
+ Minimum 5 years of commercial insurance experience
+ Level 2 General Insurance License (BC)
+ Industry designation preferred (CAIB, CIP, or CRM)
+ Demonstrated ability to work independently and manage competing priorities
+ Superior client service, communication and interpersonal skills
+ Strong attention to detail with a high degree of accuracy
+ Comfortable in a fast-paced, collaborative client-focused environment
+ Intermediate to advanced proficiency in Microsoft Office (Excel, PowerPoint, Word)
_The expected salary range for this po_ _s_ _ition_ _is_ _$65_ _,000 to $95_ _,000_ _and will_ _be_ _impa_ _cted_ _by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line,_ _scope_ _and level._ _HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off_ _benefits, and_ _eligible bonuses, and commissions for some positions._
**Why HUB?**
At HUB International, you'll be part of a growing team that values collaboration, innovation, and professional development. This role offers the opportunity to shape how we train, support, and enable our Personal Lines teams across the Coastal region. If you enjoy variety in your work and want to make a tangible impact on how an organization operates, we'd love to hear from you.
_HUB International is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees._
Our Culture Starts with You
+ We are looking for **SELF-STARTERS** with an **ENTREPRENEURIAL** mindset who will take **OWNERSHIP** of their business
+ We want you to be **INNOVATIVE** and open to sharing your ideas
+ You work with **URGENCY** while providinga high levelof **PROFESSIONAL SERVICE** towardsour customers, communities, & colleagues.
+ You are a **TEAM PLAYER** who positivelyimpactthose around them; We **MOTIVATE** each other to **GROW TOGETHER**
+ You work with a high degree of **INTEGRITY** and **ACCOUNTABILITY**
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Is this job a match or a miss?
Apply Now
6
Job Description
Are you a dynamic, driven individual with a passion for sales and a competitive spirit? If so, we have the perfect opportunity for you! Unleash your potential and grow your career with us by joining Manulife Bank's Internal Business Development team!
The focus of an IBDM is to promote and educate Brokers on our Manulife Bank solutions. This will involve managing and deepening existing mortgage broker relationships and prospecting for new ones. You will continually develop positive relationships through targeted call campaigns, virtual meetings and professional telephone and email sales activity. You will develop, maintain, and expand both internal and external relationships within a specified geographic territory through regular strategic contact with Mortgage Brokers and your territory partners, as articulated in your quarterly business plan
**Position Responsibilities:**
**Education: (60%)**
+ Understand and present our selling strategy to mortgage brokers through our Manulife Bank sales education series
+ Work with External Business Development Managers (BDM) to determine ideal candidates for the educational program
+ Provide knowledge checks along the way to master status
+ Develop, host and present virtual meetings for all brokers on your list
**File Management: (20%)**
+ Support the broker through the entire process from pre-application to funding
+ Provide support and management to National Desks to solicit mortgage deals
+ Manage funding ratios with brokers in their portfolio
+ Process referred and existing broker client deals.
**Relationship Management: (10%)**
+ Manage the transition of mortgage brokers to the external BDM upon successful completion of the educational series and achievement of a volume threshold or target # of funded deals.
+ You will also manage the transition of mortgage brokers who fall below the required threshold for external BDM support to your support.
+ Complete analysis of the mortgage brokers to identify who should be terminated from the relationship with Manulife Bank based on production.
+ Build relationships and collaborate with key partners across the organization to facilitate Mortgage Broker requests (i.e. Compliance, Client Services, Marketing, Events, Product, etc.)
**Sales Planning: (10%)**
+ Handle and organize your daily tasks effectively to achieve productivity metrics in a way that best supports mortgage brokers and the sales region as a whole
+ Leverage technology to create efficiencies within your territory and overall sales team
**Required Qualifications:**
+ College or University degree in a related field
+ Minimum 2 years experience in the banking and mortgage brokerage industry
+ Strong understanding of mortgage underwriting
+ Experience conducting virtual meetings and presentations
+ Ability to analyze sales data and reports
+ Strong knowledge of Microsoft Office, Salesforce, Power BI, and Adobe platforms is an asset
+ Business planning and territory management skills
+ Strong communication and interpersonal skills, with the ability to build and maintain relationships
+ A strong passion for learning and development
**Preferred Qualifications:**
+ Demonstrated ability to persuade and negotiate through consultation and active listening skills
+ Proven sales acumen, business development and prospecting aptitude
+ Execution of a repeatable and measurable sales process
+ Ability to provide underwriting expertise
+ Able to cultivate strong relationships with both clients and internal partners
+ Has strong time management skills and the ability to prioritize
+ Demonstrates effective communication, organization and collaboration
+ Takes initiative, is a positive influence and thrives in a fast-paced work environment - a fast learner and self-starter with a strong desire to win
+ Is flexible and able to adapt to change, including changing priorities and tight deadlines
+ Has strong problem-solving and analytical skills; ability to investigate problems without supervision
+ Is results driven and team oriented
+ Comfortable with pay-for-performance compensation structure
+ Coachable: Being receptive to feedback, willing to learn, embracing continuous improvement
**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.
The role being advertised is an existing vacancy.
**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 .
**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 .
**Referenced Salary Location**
Canadá, Manitoba -Remoto a tiempo completo
**Working Arrangement**
Remoto
**The compensation for this role includes salary and sales incentives and is expected to be between**
$85,500.00 CAD - $125,500.00 CAD
Employees participate in sales incentive programs and earn incentive compensation based on role-specific criteria. Actual compensation will vary depending on individual performance, sales results, local market conditions as well as 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 for the compensation 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 for more information about U.S.-specific paid time off provisions.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement ( .
The focus of an IBDM is to promote and educate Brokers on our Manulife Bank solutions. This will involve managing and deepening existing mortgage broker relationships and prospecting for new ones. You will continually develop positive relationships through targeted call campaigns, virtual meetings and professional telephone and email sales activity. You will develop, maintain, and expand both internal and external relationships within a specified geographic territory through regular strategic contact with Mortgage Brokers and your territory partners, as articulated in your quarterly business plan
**Position Responsibilities:**
**Education: (60%)**
+ Understand and present our selling strategy to mortgage brokers through our Manulife Bank sales education series
+ Work with External Business Development Managers (BDM) to determine ideal candidates for the educational program
+ Provide knowledge checks along the way to master status
+ Develop, host and present virtual meetings for all brokers on your list
**File Management: (20%)**
+ Support the broker through the entire process from pre-application to funding
+ Provide support and management to National Desks to solicit mortgage deals
+ Manage funding ratios with brokers in their portfolio
+ Process referred and existing broker client deals.
**Relationship Management: (10%)**
+ Manage the transition of mortgage brokers to the external BDM upon successful completion of the educational series and achievement of a volume threshold or target # of funded deals.
+ You will also manage the transition of mortgage brokers who fall below the required threshold for external BDM support to your support.
+ Complete analysis of the mortgage brokers to identify who should be terminated from the relationship with Manulife Bank based on production.
+ Build relationships and collaborate with key partners across the organization to facilitate Mortgage Broker requests (i.e. Compliance, Client Services, Marketing, Events, Product, etc.)
**Sales Planning: (10%)**
+ Handle and organize your daily tasks effectively to achieve productivity metrics in a way that best supports mortgage brokers and the sales region as a whole
+ Leverage technology to create efficiencies within your territory and overall sales team
**Required Qualifications:**
+ College or University degree in a related field
+ Minimum 2 years experience in the banking and mortgage brokerage industry
+ Strong understanding of mortgage underwriting
+ Experience conducting virtual meetings and presentations
+ Ability to analyze sales data and reports
+ Strong knowledge of Microsoft Office, Salesforce, Power BI, and Adobe platforms is an asset
+ Business planning and territory management skills
+ Strong communication and interpersonal skills, with the ability to build and maintain relationships
+ A strong passion for learning and development
**Preferred Qualifications:**
+ Demonstrated ability to persuade and negotiate through consultation and active listening skills
+ Proven sales acumen, business development and prospecting aptitude
+ Execution of a repeatable and measurable sales process
+ Ability to provide underwriting expertise
+ Able to cultivate strong relationships with both clients and internal partners
+ Has strong time management skills and the ability to prioritize
+ Demonstrates effective communication, organization and collaboration
+ Takes initiative, is a positive influence and thrives in a fast-paced work environment - a fast learner and self-starter with a strong desire to win
+ Is flexible and able to adapt to change, including changing priorities and tight deadlines
+ Has strong problem-solving and analytical skills; ability to investigate problems without supervision
+ Is results driven and team oriented
+ Comfortable with pay-for-performance compensation structure
+ Coachable: Being receptive to feedback, willing to learn, embracing continuous improvement
**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.
The role being advertised is an existing vacancy.
**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 .
**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 .
**Referenced Salary Location**
Canadá, Manitoba -Remoto a tiempo completo
**Working Arrangement**
Remoto
**The compensation for this role includes salary and sales incentives and is expected to be between**
$85,500.00 CAD - $125,500.00 CAD
Employees participate in sales incentive programs and earn incentive compensation based on role-specific criteria. Actual compensation will vary depending on individual performance, sales results, local market conditions as well as 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 for the compensation 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 for more information about U.S.-specific paid time off provisions.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement ( .
Is this job a match or a miss?
Apply Now
7
Job Description
Commercial Account Executive
**Date:** Jul 2, 2026
**Location:** SK, CA - MB, CA
**Company:** Softchoice
**Why you'll love Softchoice:**
We are a software-focused IT solutions and services provider that equips organizations to be agile and innovative, and for their people to be engaged, connected, and creative at work. That means moving them to the cloud, helping them build the workplace of tomorrow, and enabling them to make smarter decisions about their technology. By doing these things we help them create success for their customers and their people.
We stand proudly for our people and support their success through career development and advancement. We are recognized and respected for our culture of inclusion and belonging, continuously striving to do what's good for our people and communities.
**The impact you will have:**
Challenging customers to disrupt and innovate. It has never been a better, more rewarding time to be in technology sales. As Softchoice's newest Commercial Account Executive 3, you help businesses seize the enormous opportunities of digital transformation. To do so, you challenge customers out of their comfort zone, while sustaining and strengthening our relationships along the way. Best of all, you do it all alongside one of North America's most trusted technology services and solutions providers.
**What you'll do:**
+ Our Customer Engagement Model: This isn't your typical sales job. With Softchoice, you lead with the customer at the forefront of everything you do, and consider selling to be a strategic partnership. You think differently about sales, and provide value by helping our customer bridge gaps in their business, and reach their goals through technology. You understand your customer's business thoroughly, to lead with personalized market insights, compelling cases for change and innovation, and help them see the path forward to success. Customer success, is our success.
+ Leadership and Collaboration: You are a passionate and disciplined sales professional. You are comfortable making cold calls as well as eager to meet face-to-face with existing customers. Working alongside our partners, you are able to collaborate with executives from the world's most innovative tech companies, to deliver fresh and bold new solutions. You achieve all of this while taking care of your fellow team members, upholding excellent business acumen, expertly managing your pipeline and showing true leadership when challenges arise.
+ Powering Our Vision: Softchoice has assembled all its resources, energy and passion on a singular, all-encompassing goal: Growth! As our newest Commercial Account Executive, you are an essential player in achieving this company-wide vision. To help us get there, we invest in your potential, expecting you to constantly improve your game with training, education and the resources available to you in the Softchoice community.
**What you'll bring to the table:**
+ 5+ years experience in a business-to-business sales environment, creating and executing a territory management plan. Bonus if in a relevant technology industry.
+ Proven yourself as a tenacious sales person, pursuing net new clients, developing business and networking with passion.
+ Strong written and verbal communication skills.
+ High-level commitment to exceptional customer service and relationship building.
+ Understanding of solution selling and creating value for business clients.
+ Strong problem solving, organizational and interpersonal skills.
+ A driven, self-motivated attitude with the ability to work individually and in a team environment.
+ High School diploma or equivalent.
**Pay Range:**
The expected base wage rate for this role is $96,000 Combined base plus incentives at target is $160,000.
Note: the pay range represents the full pay range for this position. Each individual offer will take into consideration a range of factors, including prior experience and geographic location.
In addition to the base salary, this role is eligible for additional elements of compensation including (cell allowances, annual bonus, or commissions etc.), as well as a comprehensive benefits plan.
**Not sure if you qualify? Think about applying anyway:**
We understand that not everyone brings 100% of the skills and experience for the role.
At Softchoice, we offer opportunities to a diverse group including those with a variety of workplace experiences and backgrounds. Whether you are new to corporate tech, returning to work after a gap in employment, or looking to transition and take the next step in your career, we are excited to learn more about you and encourage you to apply.
**Why You'll Love Working Here:**
+ **The People:** You'll thrive in our collaborative environment, surrounded by incredible colleagues who foster support and innovation, driving our collective success
+ **High-Performing Culture:** At Softchoice, we are dedicated to achieving our goals and committed to success for our customers and each other
+ **Flexibility:** Plan your workdays in a way that suits you best
+ **Award-Winning Workplace:** Proudly recognized as a Great Place to Work for 20 consecutive years
+ **Inclusive Culture:** We are committed to an inclusive culture where every team member can be their authentic self
+ **Competitive Benefits:** Benefit from competitive perks that start on day one
**Inclusion & Equal opportunity employment:**
We are an equal opportunity employer committed to **diversity, inclusion & belonging** . People seeking employment at Softchoice are considered without regard to any protected category including but not limited to, race, color, religion, national origin, age, sex, marital status, ancestry, disability, veteran status, gender identity, or sexual orientation.
**Require accommodation? We are ready to help:**
We are proud to provide interview & employment accommodation during the recruitment and hiring process. If you require any accommodation to apply or interview for a position, please reach out directly to (file:///C:/Users/dnik/AppData/Local/Microsoft/Windows/INetCache/Content.Outlook/CFB2RD0J/ ) . We are committed to working with you to best meet your needs.
**Our commitment to your experience:**
We are committed to the safety of all applicants and team members. With that in mind, we have implemented digital interviewing for everyone. We understand that you may need to interview with distractions around you (such as children or furry friends) and we will be doing the same.
Before you start with us, we will conduct a criminal record check, verify your education, and check your references.
When you join Softchoice, we will onboard you remotely. Don't worry. It's quick, simple and you'll be connected with your new team in no time.
**Job Requisition ID:** 7514
EoE/M/F/Vet/Disability
\#LI-MI
**Date:** Jul 2, 2026
**Location:** SK, CA - MB, CA
**Company:** Softchoice
**Why you'll love Softchoice:**
We are a software-focused IT solutions and services provider that equips organizations to be agile and innovative, and for their people to be engaged, connected, and creative at work. That means moving them to the cloud, helping them build the workplace of tomorrow, and enabling them to make smarter decisions about their technology. By doing these things we help them create success for their customers and their people.
We stand proudly for our people and support their success through career development and advancement. We are recognized and respected for our culture of inclusion and belonging, continuously striving to do what's good for our people and communities.
**The impact you will have:**
Challenging customers to disrupt and innovate. It has never been a better, more rewarding time to be in technology sales. As Softchoice's newest Commercial Account Executive 3, you help businesses seize the enormous opportunities of digital transformation. To do so, you challenge customers out of their comfort zone, while sustaining and strengthening our relationships along the way. Best of all, you do it all alongside one of North America's most trusted technology services and solutions providers.
**What you'll do:**
+ Our Customer Engagement Model: This isn't your typical sales job. With Softchoice, you lead with the customer at the forefront of everything you do, and consider selling to be a strategic partnership. You think differently about sales, and provide value by helping our customer bridge gaps in their business, and reach their goals through technology. You understand your customer's business thoroughly, to lead with personalized market insights, compelling cases for change and innovation, and help them see the path forward to success. Customer success, is our success.
+ Leadership and Collaboration: You are a passionate and disciplined sales professional. You are comfortable making cold calls as well as eager to meet face-to-face with existing customers. Working alongside our partners, you are able to collaborate with executives from the world's most innovative tech companies, to deliver fresh and bold new solutions. You achieve all of this while taking care of your fellow team members, upholding excellent business acumen, expertly managing your pipeline and showing true leadership when challenges arise.
+ Powering Our Vision: Softchoice has assembled all its resources, energy and passion on a singular, all-encompassing goal: Growth! As our newest Commercial Account Executive, you are an essential player in achieving this company-wide vision. To help us get there, we invest in your potential, expecting you to constantly improve your game with training, education and the resources available to you in the Softchoice community.
**What you'll bring to the table:**
+ 5+ years experience in a business-to-business sales environment, creating and executing a territory management plan. Bonus if in a relevant technology industry.
+ Proven yourself as a tenacious sales person, pursuing net new clients, developing business and networking with passion.
+ Strong written and verbal communication skills.
+ High-level commitment to exceptional customer service and relationship building.
+ Understanding of solution selling and creating value for business clients.
+ Strong problem solving, organizational and interpersonal skills.
+ A driven, self-motivated attitude with the ability to work individually and in a team environment.
+ High School diploma or equivalent.
**Pay Range:**
The expected base wage rate for this role is $96,000 Combined base plus incentives at target is $160,000.
Note: the pay range represents the full pay range for this position. Each individual offer will take into consideration a range of factors, including prior experience and geographic location.
In addition to the base salary, this role is eligible for additional elements of compensation including (cell allowances, annual bonus, or commissions etc.), as well as a comprehensive benefits plan.
**Not sure if you qualify? Think about applying anyway:**
We understand that not everyone brings 100% of the skills and experience for the role.
At Softchoice, we offer opportunities to a diverse group including those with a variety of workplace experiences and backgrounds. Whether you are new to corporate tech, returning to work after a gap in employment, or looking to transition and take the next step in your career, we are excited to learn more about you and encourage you to apply.
**Why You'll Love Working Here:**
+ **The People:** You'll thrive in our collaborative environment, surrounded by incredible colleagues who foster support and innovation, driving our collective success
+ **High-Performing Culture:** At Softchoice, we are dedicated to achieving our goals and committed to success for our customers and each other
+ **Flexibility:** Plan your workdays in a way that suits you best
+ **Award-Winning Workplace:** Proudly recognized as a Great Place to Work for 20 consecutive years
+ **Inclusive Culture:** We are committed to an inclusive culture where every team member can be their authentic self
+ **Competitive Benefits:** Benefit from competitive perks that start on day one
**Inclusion & Equal opportunity employment:**
We are an equal opportunity employer committed to **diversity, inclusion & belonging** . People seeking employment at Softchoice are considered without regard to any protected category including but not limited to, race, color, religion, national origin, age, sex, marital status, ancestry, disability, veteran status, gender identity, or sexual orientation.
**Require accommodation? We are ready to help:**
We are proud to provide interview & employment accommodation during the recruitment and hiring process. If you require any accommodation to apply or interview for a position, please reach out directly to (file:///C:/Users/dnik/AppData/Local/Microsoft/Windows/INetCache/Content.Outlook/CFB2RD0J/ ) . We are committed to working with you to best meet your needs.
**Our commitment to your experience:**
We are committed to the safety of all applicants and team members. With that in mind, we have implemented digital interviewing for everyone. We understand that you may need to interview with distractions around you (such as children or furry friends) and we will be doing the same.
Before you start with us, we will conduct a criminal record check, verify your education, and check your references.
When you join Softchoice, we will onboard you remotely. Don't worry. It's quick, simple and you'll be connected with your new team in no time.
**Job Requisition ID:** 7514
EoE/M/F/Vet/Disability
\#LI-MI
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Job Description
The Sales Trainer Manager is responsible for designing and delivering training programs that enhance the effectiveness of internal and external wholesalers responsible for distributing investment products through financial advisors, RIAs, broker-dealers, and institutional partners. This role ensures wholesaling teams have the product knowledge, sales skills, and compliant messaging required to drive asset growth while maintaining the highest regulatory standards.
The role partners closely with Sales Leadership, Product Marketing, and Distribution Enablement to support onboarding, product launches, market-driven education, and ongoing skill development across the wholesaling organization.
**Position Responsibilities:**
**Sales Training Strategy & Program Design**
+ Design and implement a comprehensive wholesaling training strategy aligned with business objectives, sales segmentation, and distribution channels
+ Develop scalable programs across onboarding, product knowledge, advisor engagement, and consultative selling
+ Integrate market insights, macroeconomic trends, and portfolio construction concepts into training content
**New Hire Onboarding (Internal & External Wholesalers)**
+ Lead the end-to-end onboarding experience for new team members across internal and external wholesaling teams
+ Support learning of investment philosophy, product offerings, and competitive positioning in an inclusive and accessible way
+ Deliver interactive onboarding sessions, including role plays, simulated advisor conversations, and certification milestones
**Product & Investment Education**
+ Collaborate with Product Marketing, Investments, and Portfolio Management teams to translate complex investment concepts into practical learning experiences
+ Support product launches with clear, actionable training and positioning frameworks
+ Continuously update content to reflect evolving market conditions and advisor needs
**Wholesaling Skills & Advisor Engagement**
+ Develop training focused on territory management, segmentation, and advisor engagement strategies
+ Enable effective communication, discovery, and relationship-building approaches across client segments
+ Support both virtual and in-person engagement best practices for internal and external teams
**Manager Enablement & Coaching Support**
+ Partner with Sales Leaders to promote consistent coaching practices and performance development
+ Provide tools and resources to support feedback, observation, and ongoing skill development
+ Contribute to development plans that support both new and experienced team members
**Required Qualifications:**
+ 5-10+ years of experience in financial services sales, distribution, or sales training
+ Demonstrated experience working with investment products (e.g., mutual funds, ETFs, SMAs, alternatives, model portfolios)
+ Experience supporting or partnering with a wholesaling or distribution organization
+ Strong facilitation, presentation, and communication skills across diverse audiences
+ Ability and willingness to travel as needed (approximately 33-50%)
**Preferred Qualifications:**
+ Prior experience as an internal or external wholesaler
+ Experience working across multiple distribution channels (RIA, broker-dealer, wirehouse, bank, institutional)
+ Familiarity with CRM and enablement tools (e.g., Salesforce, Seismic, ZoomInfo, LinkedIn Navigator)
+ Strong business acumen and understanding of advisor practices and client needs
**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.
\#LI-WAM
The role being advertised is an existing vacancy.
**Giới thiệu về Manulife và John Hancock**
Tập đoàn Manulife Financial là nhà cung cấp dịch vụ tài chính quốc tế hàng đầu giúp mọi người quyết định dễ dàng hơn và có cuộc sống vẹn toàn hơn. Để tìm hiểu thêm về chúng tôi, hãy truy cập .
**Manulife là Nhà sử dụng lao động không phân biệt đối xử**
Tại Manulife/John Hancock, chúng tôi luôn đón nhận sự đa dạng. Chúng ta cố gắng thu hút, phát triển và duy trì lực lượng lao động đa dạng tương tự như những khách hàng mà chúng ta phục vụ, đồng thời thúc đẩy một môi trường làm việc hòa nhập, đề cao thế mạnh của từng nền văn hóa và cá nhân. Chúng ta cam kết tuyển dụng, duy trì, thăng tiến và trả lương một cách công bằng. Đồng thời, chúng ta quản lý tất cả các hoạt động và chương trình của mình mà không phân biệt đối xử dựa trên chủng tộc, dòng họ, xuất thân, màu da, nguồn gốc dân tộc, quyền công dân, tôn giáo hoặc tín ngưỡng tôn giáo, đức tin, giới tính (bao gồm phụ nữ mang thai và các tình trạng liên quan đến mang thai), xu hướng tính dục, đặc điểm di truyền, tình trạng cựu chiến binh, bản dạng giới, biểu hiện giới, tuổi tác, tình trạng hôn nhân, tình trạng gia đình, khuyết tật hoặc bất kỳ căn cứ nào khác được pháp luật hiện hành bảo vệ.
Ưu tiên của chúng ta là loại bỏ các rào cản để đem lại cơ hội tiếp cận việc làm bình đẳng. Đại diện Bộ phận Nhân sự sẽ làm việc với những ứng viên có yêu cầu điều chỉnh hợp lý trong quá trình ứng tuyển. Tất cả thông tin được chia sẻ trong quá trình yêu cầu điều chỉnh sẽ được lưu trữ và sử dụng tuân theo pháp luật hiện hành và chính sách của Manulife/John Hancock. Để yêu cầu điều chỉnh hợp lý trong quá trình ứng tuyển, hãy liên hệ với .
**Referenced Salary Location**
Toronto, Ontario
**Working Arrangement**
Kết hợp
**Salary range is expected to be between**
$92,900.00 CAD - $142,900.00 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 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 for more information about U.S.-specific paid time off provisions.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement ( .
The role partners closely with Sales Leadership, Product Marketing, and Distribution Enablement to support onboarding, product launches, market-driven education, and ongoing skill development across the wholesaling organization.
**Position Responsibilities:**
**Sales Training Strategy & Program Design**
+ Design and implement a comprehensive wholesaling training strategy aligned with business objectives, sales segmentation, and distribution channels
+ Develop scalable programs across onboarding, product knowledge, advisor engagement, and consultative selling
+ Integrate market insights, macroeconomic trends, and portfolio construction concepts into training content
**New Hire Onboarding (Internal & External Wholesalers)**
+ Lead the end-to-end onboarding experience for new team members across internal and external wholesaling teams
+ Support learning of investment philosophy, product offerings, and competitive positioning in an inclusive and accessible way
+ Deliver interactive onboarding sessions, including role plays, simulated advisor conversations, and certification milestones
**Product & Investment Education**
+ Collaborate with Product Marketing, Investments, and Portfolio Management teams to translate complex investment concepts into practical learning experiences
+ Support product launches with clear, actionable training and positioning frameworks
+ Continuously update content to reflect evolving market conditions and advisor needs
**Wholesaling Skills & Advisor Engagement**
+ Develop training focused on territory management, segmentation, and advisor engagement strategies
+ Enable effective communication, discovery, and relationship-building approaches across client segments
+ Support both virtual and in-person engagement best practices for internal and external teams
**Manager Enablement & Coaching Support**
+ Partner with Sales Leaders to promote consistent coaching practices and performance development
+ Provide tools and resources to support feedback, observation, and ongoing skill development
+ Contribute to development plans that support both new and experienced team members
**Required Qualifications:**
+ 5-10+ years of experience in financial services sales, distribution, or sales training
+ Demonstrated experience working with investment products (e.g., mutual funds, ETFs, SMAs, alternatives, model portfolios)
+ Experience supporting or partnering with a wholesaling or distribution organization
+ Strong facilitation, presentation, and communication skills across diverse audiences
+ Ability and willingness to travel as needed (approximately 33-50%)
**Preferred Qualifications:**
+ Prior experience as an internal or external wholesaler
+ Experience working across multiple distribution channels (RIA, broker-dealer, wirehouse, bank, institutional)
+ Familiarity with CRM and enablement tools (e.g., Salesforce, Seismic, ZoomInfo, LinkedIn Navigator)
+ Strong business acumen and understanding of advisor practices and client needs
**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.
\#LI-WAM
The role being advertised is an existing vacancy.
**Giới thiệu về Manulife và John Hancock**
Tập đoàn Manulife Financial là nhà cung cấp dịch vụ tài chính quốc tế hàng đầu giúp mọi người quyết định dễ dàng hơn và có cuộc sống vẹn toàn hơn. Để tìm hiểu thêm về chúng tôi, hãy truy cập .
**Manulife là Nhà sử dụng lao động không phân biệt đối xử**
Tại Manulife/John Hancock, chúng tôi luôn đón nhận sự đa dạng. Chúng ta cố gắng thu hút, phát triển và duy trì lực lượng lao động đa dạng tương tự như những khách hàng mà chúng ta phục vụ, đồng thời thúc đẩy một môi trường làm việc hòa nhập, đề cao thế mạnh của từng nền văn hóa và cá nhân. Chúng ta cam kết tuyển dụng, duy trì, thăng tiến và trả lương một cách công bằng. Đồng thời, chúng ta quản lý tất cả các hoạt động và chương trình của mình mà không phân biệt đối xử dựa trên chủng tộc, dòng họ, xuất thân, màu da, nguồn gốc dân tộc, quyền công dân, tôn giáo hoặc tín ngưỡng tôn giáo, đức tin, giới tính (bao gồm phụ nữ mang thai và các tình trạng liên quan đến mang thai), xu hướng tính dục, đặc điểm di truyền, tình trạng cựu chiến binh, bản dạng giới, biểu hiện giới, tuổi tác, tình trạng hôn nhân, tình trạng gia đình, khuyết tật hoặc bất kỳ căn cứ nào khác được pháp luật hiện hành bảo vệ.
Ưu tiên của chúng ta là loại bỏ các rào cản để đem lại cơ hội tiếp cận việc làm bình đẳng. Đại diện Bộ phận Nhân sự sẽ làm việc với những ứng viên có yêu cầu điều chỉnh hợp lý trong quá trình ứng tuyển. Tất cả thông tin được chia sẻ trong quá trình yêu cầu điều chỉnh sẽ được lưu trữ và sử dụng tuân theo pháp luật hiện hành và chính sách của Manulife/John Hancock. Để yêu cầu điều chỉnh hợp lý trong quá trình ứng tuyển, hãy liên hệ với .
**Referenced Salary Location**
Toronto, Ontario
**Working Arrangement**
Kết hợp
**Salary range is expected to be between**
$92,900.00 CAD - $142,900.00 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 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 for more information about U.S.-specific paid time off provisions.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement ( .
Is this job a match or a miss?
Apply Now
9