Field Salesforce Consultant

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.

Position Responsibilities

• Lead onsite discovery at advisor br...