Bilingual New Account Specialist

The New Account Specialist is responsible for the end-to-end processing of new account openings, ensuring all documentation is complete, accurate, and compliant with regulatory and internal requirements. This role specializes in resolving complex and incomplete applications, collaborating with internal and external partners to ensure efficient and accurate account setup for new and existing clients.

Highly customer- and Advisor-focused, the New Account Specialist is committed to delivering a seamless onboarding experience. By collaborating with Advisors, customers, and internal stakeholders, the role ensures timely account opening, resolves outstanding documentation requirements, managing complex applications, and applying sound risk-based decision-making to support quality and compliance.

Position Responsibilities

Review and process new account applications across deposit and loan products

Identify missing or incorrect documentation and follow up to ensure completeness and compliance with internal policies and regulatory requirements

Partner with key stakeholders to complete account openings by meeting all required criteria

Maintain high quality and accuracy in all account setups

Meet established service level agreements (SLAs)

Escalate issues or risks as needed to support timely resolution

Execute enhanced due diligence for higher-risk clients and accounts

Exercise sound judgment and risk-based decision-making in the best interest of the client and the business

Required Qualifications

Strong attention to detail and commitment to accuracy

Excellent analytical and problem-solving skills, with a solution-oriented mindset

Bilingualism (English and French) is an asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.

Strong communication and interpersonal skills

Demonstrates a strong collaborative, team-oriented mindset

Ability to effectively prioritize and manage workload independently and as part of a team

Ability to learn and adapt to new processes and systems in a changing environment

Comfortable working in a dynamic, fast-paced environment with evolving priorities

Demonstrated critical thinking skills with the initiative to investigate and resolve issues

Preferred Qualifications

Bachelor’s degree in a related field

Experience with financial products or banking operations is an asset

Familiarity with regulatory and compliance requirements related to account opening is an asset

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.

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.

Referenced Salary Location

Waterloo, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$43,875.00 CAD - $73,125.00 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 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 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.