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Plan Right Support Agent
Company 1 - The Manufacturers Life Insurance Company
Source: Headcount Labs · original listing ↗
Job data: Headcount Labs, ODbL 1.0. Job descriptions belong to their employers.
Posted 2 days ago
About this role
Our PlanRight Support team assists members who have Group Retirement plans with transactions and questions on their investments, such as, fund direction and fund changes, investment management fees, rates of return and the impact of fund rationalizations. The teams operating hours are between 9:00 am to 5:00 pm, Monday to Friday, 37.5 hours per week. Position Responsibilities: * Handle inbound, outbound and email databases to provide education to members seeking some form of guidance or desire for advice * Gather and accurately record all customer information required to meet compliance and privacy needs within CRM tool * Providing customer experience accurately and professionally * Ability to position full value of advice in order to make successful referrals to the Wealth & Retirement advisors * Ability to triage existing lead to effectively handle immediate needs or position a warm introduction to Wealth & Ret advisor, as needed * Ability to process service-related needs for clients * Meeting productivity and quality objectives established by the department as well as call audits * Meet service level agreements on activities related to Welcome calls * Proactively staying abreast of changes in legislation, product, and administrative processes * Handle advisor toll free line Required Qualifications: * 1-2 years of Financial Services experience, preferably in phone * Passion for helping people on a one-on-one basis * Advanced listening and customer service skills * Ability to consult with all customers * Ability to adapt to the evolving needs of the business * Strong analytical and problem-solving skills Preferred Qualifications: * Post-secondary education in finance, business or related field * Background in a financial services industry * Canadian Securities Course or IFIC is an asset * Understanding of Investment products available to Canadian Investors (eg. RRSP, RRIF) * Knowledge of segregated funds 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](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](mailto:hr@manulife.com). Referenced Salary Location Waterloo, Ontario Working Arrangement Hybrid Salary range is expected to be between $51,975.00 CAD - $86,625.00 CAD Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [hr@manulife.com](mailto: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](mailto: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](https://careers.manulife.com/global/en/talentacquisitionprivacystatement). We're Manulife. And we’re on a mission to *make decisions easier and lives better*. *Better* is what drives us. It’s what inspires us to find new ways to support customers and colleagues in living longer and healthier lives. It’s the reason we’re dedicated to investing in digital innovation and industry-leading AI, and accelerating a sustainable and economically inclusive future. Joining us means you’ll be empowered to learn and grow your career. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. And as part of our global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go. We’re proud of our accomplishments and recognition. Recent awards include: * 2026 Gallup Exceptional Workplace Award Winner * Manulife Named one of Forbes World’s Best Employers 2025 * Financial Times World’s Best Employers Asia-Pacific 2026 * We’ve been recognized as one of Canada’s Top 100 Employers 2026 * #1 Life Insurer for AI Maturity by Evident 2026 To receive our latest job opportunities directly to your inbox, create an account or sign in and navigate to the ‘Job Alerts’ section located in the top right corner of the page. From there, you can sign up to receive job alerts. Our ambition is to be the number one choice for customers. Learn more at [https://www.manulife.com/](https://www.manulife.com/).