Posted: May 30, 2026
Aggregated from workday. View original posting at manulife.wd3.myworkdayjobs.com. Apply directly with the employer.
Field Salesforce Consultant, Waterloo, Ontario is listed at Manulife in Waterloo, ON. The Beaver Board aggregates this opening from the employer's career page — apply using the button below to reach the official application. Browse more jobs at Manulife.
Manulife Wealth is a prominent provider of insurance and wealth solutions, meeting the diverse needs of Canadian families. Within GWAM Canada, Manulife Wealth comprises three distribution firms, an Investment Dealer securities dealer, a Mutual Fund Dealer securities dealer, and an insurance MGA. Through these firms, we collaborate with over 2000 of Manulife's most closely aligned independent advisors across Canada.
We are seeking a Field Salesforce Consultant to join our 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.
In this role, you will plan and deliver in-branch workshops and hands-on coaching, aligning stakeholders on a target-state approach. You will help branches execute follow-through actions that improve productivity and consistent usage. You will also act as a conduit to our Continuous Delivery Organisation, translating onsite insights into clear requirements and prioritisation input to better align platform capabilities with the needs of financial advisors and wealth management operations.
You will lead onsite discovery at advisor branches, conducting stakeholder interviews, workflow observation, and process mapping to assess current-state usage and identify gaps. You will develop and present branch-specific recommendations, including quick wins and longer-term actions, across process, training, and Salesforce configuration or usage to improve adoption and efficiency.
This role involves facilitating onsite enablement through workshops, role-based coaching, walkthroughs, and tailoring content to each branch’s needs. You will define engagement outcomes with branch stakeholders, including adoption goals, success metrics, and follow-up actions, and drive accountability through post-visit check-ins.
Furthermore, you will translate onsite insights into clear requirements and user stories, partnering with the Continuous Delivery Organisation on prioritisation, solution options, and release readiness communications. You will also collaborate with internal stakeholders such as Field Technology, Operations, Compliance, and Product or Delivery teams to align engagement plans, communications, and rollout or readiness activities.
You will possess a minimum of five years of hands-on experience with the Salesforce platform. This includes at least one year of Financial Services Cloud experience and a strong understanding of wealth workflows, alongside experience supporting end users in a regulated environment.
Proven consulting and client engagement experience is essential, demonstrated by leading onsite discovery, facilitating workshops, presenting recommendations, and driving follow-through. You must be comfortable operating in a field-based role with regular travel to advisor branches, up to 40% of your time, working independently and representing the team on-site.
Salesforce certifications, such as Salesforce Administrator, Financial Services Cloud Accredited Professional, or Data Architect, are preferred. Excellent communication, analytical, and problem-solving skills are also required for this position.
When you join Manulife, we will empower you to learn and grow the career you want. We recognise and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we will support you in shaping the future you want to see. Manulife is an Equal Opportunity Employer, committed to fostering an inclusive work environment that embraces diversity.
The salary range for this position in Waterloo, Ontario, is expected to be between $92,900.00 CAD and $142,900.00 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.
Manulife offers eligible employees a wide array of customisable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption or surrogacy and wellness benefits, and employee or family assistance plans. We also offer eligible employees various retirement savings plans, including pension and a global share ownership plan with employer matching contributions, along with financial education and counselling 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.
