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Manulife Policy Control Specialist in Montreal, Canada

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

Working Arrangement


Job Description

The Policy Control Specialist will be responsible for mitigating regulatory and compliance risks for all pension contract requirements for both Manulife Investments.

The Policy Control Specialist will ensure that all inquiries and/or escalations are acknowledged, investigated, and responded to in an effective and efficient manner.

Successful candidates will be energetic, professional, highly organized, analytical, and proactive in ensuring the delivery of the highest level of service to every customer inquiry or escalation as well as driving through business process improvements through highlighting opportunities.

Key Accountabilities:

o Case reviews from the admin area of high-risk legislative and regulatory requirements for AML, PEFP, Non-residents, Registered products

o Review and advise on all pension contract requirements by case for New Issues, unlocking, marriage breakdown and transfers in and out for GIP Products

o Review, advise and communicate on all Third-Party Legal demands for both GIP Products

o Monitor Eureka communications for clarity and missing information.

o Monitor/review regulatory control reports

Knowledge & Skills:

o Excellent knowledge and understanding of MI contracts including Manulife, Zurich, North American Life and Maritime

o Working knowledge and experience of legal aspects including the Insurance Act, Quebec Civil Code, POA legislation, Trust and Estate Act and all Pension legislations

o Excellent knowledge of administrative functions, policies and procedures

o Knowledge of AWD, PPLUS, IFAST(Base/Desktop), Lotus Notes, Repsource (Advisor portal)

o Effective verbal and written communication skills

o Excellent customer service skills

o Strong organizational skills

o Proficient with MS Excel, MS Word, MS Outlook

o Excellent risk assessment skills

o Well-developed analytical, investigative, and problem-solving skills

o Organizational and priority management skills with strong attention to detail

o Solution-oriented with demonstrated judgement and decision-making skills.

o Change agent; not only flexible but someone who champions and promotes change.

o Positive-minded team player, easy to work with, collaborative.

Experience/Job Requirements:

o Previous experience with Manulife Investments

o Overtime is required during peak season and when we have high volumes.

o Bilingual (French/English) – verbal and written communication (asset but not required)

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.

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 .

Salary & Benefits

The annual base salary for this role is listed below.

Primary Location

Waterloo, Ontario

Salary range is expected to be between

$41,025.00 CAD - $68,375.00 CAD

If you are applying for this role outside of the primary location, please contact for the salary range for your location. 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. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

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 for more information about U.S.-specific paid time off provisions.