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Client Relationship Manager Business Management Business Analyst Business Administration

Head of Client Success and Advisory

Remote / Online - Candidates ideally in
Toronto, Ontario, M5A, Canada
Listing for: Manulife
Full Time, Remote/Work from Home position
Listed on 2026-01-20
Job specializations:
  • Management
    Client Relationship Manager, Business Management, Business Analyst, Business Administration
Job Description & How to Apply Below

Position Summary

We areseekinga dynamic and strategic leader to oversee a team of home-office-based financial advisors dedicated to creating meaningful client engagements. This roleis responsible fordeveloping and executing strategies that deepen client relationships, drive loyalty, and expand wallet share.

The ideal candidate will combine strong leadership skills with a client-centric mindset and a proven ability to deliver measurable business outcomes.

Key Responsibilities

  • Strategic Leadership:
    Define and implement the vision, strategy, and operating model for the home-office financial advisor team. Align engagement initiatives with broader organizational goals for client retention and growth.

  • Team Development & Oversight:
    Recruit, develop, and lead a high-performing team of financial advisors. Foster a culture of accountability, collaboration, and continuous improvement.

  • Client Engagement Excellence:
    Design and oversee programs that create personalized, meaningful interactions with clients. Leverage data and insights toidentifyopportunities for relationship expansion and loyalty enhancement.

  • Coverage Planning:
    Develop andmaintainadvisor coverage models that maximize value for clients and the firm. Ensure segmentation strategies align with client needs, advisor capacity, and business priorities tooptimizeengagement and profitability.

  • Performance Management:
    Establish KPIs and metrics to measure engagement effectiveness and business impact. Monitor and report on team performance, ensuring compliance with regulatory standards.

  • Cross-Functional Collaboration:

    Partner with marketing, product, and distribution teams to deliver integrated client experiences. Serve as a key liaison between home office and field leadership to ensure alignment.

    • Qualifications

  • Bachelor’s degreeor equivalent experiencerequired; CFP designation preferred.

  • 10+ years of experience in financial services, with at least 5 years in a leadership role.

  • Proventrack recordof driving client engagement strategies and delivering measurable growth.

  • Strong understanding of wealth management products, compliance requirements, and client relationship dynamics.

  • Exceptional communication, analytical, and leadership skills.

    • When you join our team:

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

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

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

    • About Manulife and John Hancock

    Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit .

    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 .

    Working Arrangement

    Hybrid

    Salary & Benefits

    Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and…

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