Job Description

We're seeking a dynamic and experienced professional to lead our Training & Competency (T&C) team, stepping into a pivotal role that shapes the future of sales advisory and compliance within our distribution network. This role oversees two critical functions--Sales Advisory Competency and Monitoring & Surveillance--ensuring our sales force is empowered with the right tools, training, and oversight to deliver exceptional, compliant advice. You'll play a key role in driving process enhancements, coaching representatives, and strengthening our monitoring frameworks. This is a unique opportunity to gain deep exposure to strategic risk management, cross-functional collaboration, and leadership development--while making a tangible impact on business performance and professional growth.
Position Responsibilities
Sales Advisory Process

• Ensure the Sales Advisory System is continuously updated and enhanced to improve user experience and meet regulatory requirements.
• Implement and maintain the Sales Advisory Process across all product lines, ensuring timely communication to representatives.
• Develop and deliver training materials aligned with sales advisory processes and m360 platform enhancements.
• Coach representatives on the effective use of the sales advisory process and m360 tools.
• Collaborate with Distribution Compliance to identify agency leaders and representatives with adverse BSC findings and support their improvement.
• Partner with Distribution L1B to design and deliver training content that enhances distributor sales competency.

Monitoring & Surveillance

• Plan and execute Supervisory Reviews in accordance with the T&C Manual.
• Conduct regular audits and reviews of distribution channels to identify non-compliance or risk exposure, and follow up with appropriate corrective actions.
• Perform close monitoring of representatives with adverse records or compliance concerns, including those with market misconduct or disciplinary actions.
• Collaborate with Distribution Compliance and Distribution Risk (L1B) to analyze BSC and Market Conduct trends and update training materials accordingly.

Team Management & Development

• Lead, coach, and develop the T&C team to ensure high performance and engagement.
• Foster a culture of collaboration, accountability, and continuous improvement within the team.

Required Qualifications

• Minimum 8 years of experience in the financial services industry, with at least 3 years in a leadership or supervisory capacity.
• Demonstrated experience in training, compliance, or sales advisory within insurance or financial advisory sectors.
• Relevant certifications such as CMFAS (e.g., M5, M9, M9A, HI) and ACTA/ACLP are required.

Preferred Qualifications

• In-depth knowledge of MAS regulations and the Financial Advisers Act.
• Experience in developing and implementing competency and training frameworks.
• Strong analytical skills with the ability to interpret data and drive actionable insights.
• Excellent communication and stakeholder management skills.
• Proven ability to lead and inspire high-performing teams in a dynamic environment.

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

Skills Required