Account Executive – Canada Retirement

Job summary

The Account Executive is responsible for driving growth in the Group Retirement business by building relationships with advisors and plan sponsors. They manage the sales pipeline, lead new business development activities, and collaborate with internal teams to ensure seamless client onboarding.

Job details

The Account Executive – Canada Retirement is an external sales role responsible for driving growth in Manulife’s Group Retirement business across assigned Canadian markets. This role focuses on building strong advisor and plan sponsor relationships, promoting the value of Manulife’s retirement solutions, and delivering consultative support that aligns with sponsor and advisor needs. This role is responsible for developing and managing a disciplined sales pipeline, leading new business development activities (including RFP responses and finalist presentations), and collaborating closely with internal partners to deliver a seamless experience from prospecting through onboarding and ongoing relationship management. Success in this role requires strong business acumen in the retirement industry, a consultative sales approach, and the ability to translate complex retirement concepts into clear business value. The role is designed for a sales professional who demonstrates ownership of territory outcomes, leverages data and market intelligence, and consistently reinforces Manulife’s value proposition through ethical, customer-focused selling. Position Responsibilities: New Business Development Develop and execute a territory strategy to achieve sales and growth objectives. Build and maintain a strong pipeline of prospective retirement plan opportunities. Prospect and cultivate relationships with advisors, consultants, and plan sponsors. Conduct discovery meetings to understand client needs, plan objectives, and workplace savings goals. Lead new business opportunities from initial engagement through implementation handoff. Develop competitive sales strategies and position Manulife's value proposition effectively. Coordinate and respond to RFPs, RFIs, and proposal requests. Deliver finalist presentations and support plan sponsor decision-making processes. Maintain accurate sales forecasts, pipeline reporting, and opportunity tracking. Client & Partner Engagement Build trusted relationships with advisors, consultants, trustees, and plan sponsor decision-makers. Act as a strategic resource by sharing industry insights, market trends, and retirement expertise. Represent Manulife at industry events, client meetings, and business development activities. Collaborate with external distribution partners to uncover and advance opportunities. Cross-Functional Collaboration Partner with Pricing, Product, Investments, Marketing, Client Service, Implementation, Operations, Legal, and Compliance teams to develop client solutions and support successful sales outcomes. Share market intelligence and client feedback to help shape product, service, and business strategies. Ensure a seamless transition of new business to implementation and service partners. Required Qualifications: University degree in Business, Finance, Economics, Commerce, Marketing, or a related field. 5+ years of experience in financial services sales, business development, relationship management, or consulting. Experience in group retirement, workplace savings, pensions, investments, wealth management, or employee benefits. Demonstrated success developing new business, managing complex sales opportunities, and delivering presentations to diverse stakeholders. Strong knowledge of retirement and savings solutions, including Defined Contribution plans, Group RRSPs, DPSPs, and TFSAs, as well as the Canadian pension and regulatory environment. Proven consultative selling, relationship management, negotiation, and influencing skills. Strong business acumen with the ability to identify opportunities, develop sales strategies, and navigate competitive situations. Experience managing sales pipelines, forecasting, and CRM tools such as Salesforce. Excellent communication, organizational, and cross-functional collaboration skills. Customer-focused with a commitment to ethical selling, inclusion, and continuous learning. Industry designations (CSC, IFIC, CIM, CFP, RRC, or equivalent) and bilingual English/French capabilities are assets. Willingness and ability to travel within Canada. Preferred Qualifications: Industry designations (CSC, IFIC, CIM, CFP, RRC, or equivalent) and bilingual English/French capabilities are assets. 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 https://www.manulife.com/en/about/our-story.html. Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com. Working Arrangement Hybrid Salary & Benefits Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location. Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact hr@manulife.com for more information about U.S.-specific paid time off provisions. 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.

What you’ll do

The Account Executive is responsible for driving growth in the Group Retirement business by building relationships with advisors and plan sponsors. They manage the sales pipeline, lead new business development activities, and collaborate with internal teams to ensure seamless client onboarding.

Requirements

Candidates must have a university degree and at least 5 years of experience in financial services sales or consulting. Strong knowledge of retirement solutions, pension regulations, and proven consultative selling skills are required.

Benefits

• Health insurance
• Dental insurance
• Mental health support
• Vision insurance
• Short-term disability
• Long-term disability
• Life insurance
• AD&D insurance
• Adoption/surrogacy benefits
• Wellness benefits
• Employee assistance plan
• Retirement savings plans
• Pension plan
• Global share ownership plan
• Paid time off
• Holidays
• Vacation
• Personal days
• Sick days

Listed skills

• Negotiation · Preferred
• Communication · Preferred
• Consultative Selling · Preferred
• Salesforce · Preferred
• CRM Tools · Preferred
• Business development · Preferred
• Cross-Functional Collaboration · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial services sales
• Business development
• Relationship management
• Consultative selling
• Retirement planning
• Defined contribution plans
• Group RRSPs
• Sales pipeline management
• Presentation skills
• Negotiation
• Strategic planning
• Market intelligence
• CRM tools
• Salesforce
• Cross-functional collaboration
• Communication
• Sales Strategy
• Sales Forecasting
• Sales Pipelines
• Influencing Skills
• Cross-Functional Collaboration
• Continuous Development
• Workplace Inclusivity
• Regulatory Environment
• Building Trust
• Relationship Management
• Sales Prospecting
• Time Off Management
• Bilingual (French/English)
• Ethical Standards And Conduct
• Information Gathering
• Mental Health
• Business Development
• Customer Relationship Management
• Business Acumen
• Corporate Finance
• Business Valuation
• Investments
• Certified Financial Planner
• Decision Making
• Customer Service
• Competitive Sales
• Complex Sales
• Consultative Selling
• Consulting
• Economics
• Sales
• Financial Services
• Financial Education
• Forecasting

Job areas

• Sales
• Finance & Accounting
• Consulting
• Management & Leadership
• Retention Account Executive
• Account Executive (General)
• Commercial Sales Representatives
• Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products

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