Field Salesforce Consultant (Waterloo)

Manulife Wealth is a leading provider of insurance and wealth solutions to meet the diverse needs of Canadian families. Within GWAM Canada, Manulife Wealth is comprised of three distribution firms (Advisory Services), an ID (Investment Dealer) securities dealer, an MFD (Mutual Fund Dealer) securities dealer and an insurance MGA (MWISI). Through these three firms we work with over 2000 of Manulife''s most closely aligned independent advisors from across Canada. Manulife Wealth is seeking a **Field Salesforce Consultant** to join the Field Technology Services team supporting our Salesforce Financial Services Cloud offering within advisor practices. This is a client-facing consulting role focused on onsite branch engagements: you will assess current-state workflows, identify gaps and adoption barriers, and recommend practical solutions across process, training, and platform usage. You will plan and deliver in-branch workshops and hands-on coaching, align stakeholders on a target-state approach, and help branches execute follow-through actions that improve productivity and consistent usage. You will also act as a conduit to our Continuous Delivery Organization, translating onsite insights into explicit requirements and prioritization input to better align platform capabilities with the needs of financial advisors and wealth management operations. **Position Responsibilities:** Lead onsite discovery at advisor branches (stakeholder interviews, workflow observation, process mapping) to assess current-state usage and identify gaps Develop and present branch-specific recommendations (quick wins and longer-term actions) across process, training, and Salesforce configuration/usage to improve adoption and efficiency Facilitate onsite enablement (workshops, role-based coaching, walkthroughs, job aids/knowledge articles) and tailor content to each branchu2019s needs Define engagement outcomes with branch stakeholders (adoption goals, success metrics, follow-up actions) and drive accountability through post-visit check-ins Translate onsite insights into explicit requirements/user stories, partner with the Continuous Delivery Organization on prioritization, solution options, and release readiness communications Partner with internal stakeholders (Field Technology, Operations, Compliance, and Product/Delivery teams) to align engagement plans, communications, and rollout/readiness activities **Required Qualifications:** 5+ years of hands-on experience with the Salesforce platform. Financial Services Cloud experience (1+ year) and strong understanding of wealth workflows; experience supporting end users in a regulated environment. Proven consulting/client engagement experience (e.g., leading onsite discovery, facilitating workshops, presenting recommendations, and driving follow-through). Comfort operating in a field-based role with regular travel to advisor branches (up to 40%), working independently and representing the team on-site. Salesforce certifications preferred (e.g., Salesforce Administrator, Financial Services Cloud Accredited Professional, Data Architect). Excellent communication, analytical, and problem-solving skills. **_When you join our team:_** Weu2019ll empower you to learn and grow the career you want. Weu2019ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, weu2019ll support you in shaping the future you want to see. The role being advertised is an existing vacancy. **Acerca de Manulife y John Hancock** Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera mu00e1s fu00e1cil y a vivir mejor. Para obtener mu00e1s informaciu00f3n acerca de nosotros, visite . **Manulife es un empleador que ofrece igualdad de oportunidades** En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retenciu00f3n de talento, el ascenso y la remuneraciu00f3n, y administramos todas nuestras pru00e1cticas y programas sin discriminaciu00f3n por motivos de raza, ascendencia, lugar de origen, color, origen u00e9tnico, ciudadanu00eda, religiu00f3n o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientaciu00f3n sexual, caracteru00edsticas genu00e9ticas, condiciu00f3n de veterano, identidad de gu00e9nero, expresiu00f3n de gu00e9nero, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente. Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajaru00e1 con los solicitantes que requieran una adaptaciu00f3n razonable durante el proceso de solicitud. Toda la informaciu00f3n que se haya compartido durante el proceso de solicitud de adaptaciu00f3n se almacenaru00e1 y utilizaru00e1 de manera congruente con las leyes y las polu00edticas de Manulife/John Hancock correspondientes. Para solicitar una adaptaciu00f3n razonable en el proceso de solicitud, envu00edenos un mensaje a . **Referenced Salary Location** Waterloo, Ontario **Modalidades de Trabajo** Hu00edbrido **Salary range is expected to be between** $92,900.00 CAD - $142,900.00 CAD Los empleados tambiu00e9n tienen la oportunidad de participar en programas de incentivos y recibir una compensaciu00f3n vinculada al rendimiento empresarial e individual. El salario real variaru00e1 segu00fan las condiciones del mercado local, la geografu00eda y factores relacionados con el puesto como conocimientos, habilidades, requerimientos, experiencia y educaciu00f3n/formaciu00f3n. Si solicitas este puesto fuera de tu ubicaciu00f3n principal, por favor escru00edbenos a para conocer el rango salarial correspondiente a tu ubicaciu00f3n. Manulife ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontolu00f3gicos, de salud mental, oftalmolu00f3gicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopciu00f3n/subrogaciu00f3n y bienestar, y planes de asistencia al empleado/familiar. Tambiu00e9n ofrecemos a los empleados admisibles varios planes de ahorro para la jubilaciu00f3n (incluidos planes de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educaciu00f3n financiera. Nuestro generoso programa de tiempo libre remunerado en Canadu00e1 incluye feriados, vacaciones, du00edas personales y du00edas por enfermedad, y ofrecemos la gama completa de ausencia laboral reglamentaria. Si se estu00e1 postulando para este puesto en los EE. UU., pu00f3ngase en contacto con para obtener mu00e1s informaciu00f3n sobre las disposiciones relativas al tiempo libre remunerado especu00edficas de EE. UU. 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 ( . Apply on Kit Job: kitjob.ca/job/2pk161