Flexible Work, Better Balance
Manulife Wealth is seeking a Field Salesforce Consultant to join the 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.
You will plan and deliver in-branch workshops and hands‑on coaching, align stakeholders on a target‑state approach, and help branches execute follow‑through actions that improve productivity and consistent usage. You will also act as a conduit to our Continuous Delivery Organization, translating onsite insights into clear requirements and prioritization input to better align platform capabilities with the needs of financial advisors and wealth management operations.