Manager, Advisor Experience
Job Summary
Manulife is a leading international financial services provider helping people make decisions easier and lives better. Help shape the future you want to see and discover that better can take you anywhere you want to go.
As a Manager Advisor Experience you will play a key role within the Canadian Wealth division as part of Manulife Wealth Advisory Operations. This position is responsible for the day-to-day leadership and management of advisor support analysts who primarily support the top 50 branches across Manulife Wealth while also maintaining the flexibility to support the broader advisor network as business needs evolve.
This role is critical in delivering a high-quality advisor experience through effective team coordination operational excellence and consistent scalable support services.
You will engage with our back-office advisors and internal stakeholders to establish new and improve existing processes ensuring optimal efficiency while adhering to all compliance and regulatory standards. We seek a proactive motivated and innovative problem solver who thrives in a dynamic and rapidly changing environment.
Position Responsibilities:
50% Management
Ensure compliance with company procedures and industry regulations
Day to day management of customer support/Nexus team
Develop business metrics to focus staff efforts and measure business results
Evaluate workflow process for improvement opportunities
Provide management support for escalated issues
Support change management
Represent team while interfacing with other business units and/or outside partners
Coach team through training skills development objective setting and performance measurement
Ensure timely completion/accuracy of all teams responsibilities
Understand metrics and formulate strategy through business needs and forecasting
Build and maintain positive relationships with all key business partners
Effectively communicate in all directions and levels in the organization with appropriate frequency and speed know the language of the businesses and express ideas and values with clarity
Understand gaps in business processes and formulate business cases for improvements
Proactively drive improvements and synergies across teams
Conduct regular team meetings
Work on strategic initiatives to drive expense reduction and streamlined processes
25% Leadership
Develop employees and foster a positive working environment
Promote and foster a customer-centric environment through coaching of staff
Mentoring coaching and developing staff
Promote associate engagement
25% Reporting and Project Participation
utilizing data from different sources to identify issues and recommend solutions
Provide regular status updates to leadership on trends areas of opportunity risks and considerations
Participate in projects branch champions discussions and process improvement discussions as needed
Required Qualifications:
Bachelors Degree preferably in a business-related field
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.
1-3 years management experience
5-7 years industry experience
Preferred Qualifications:
Demonstrated passion for providing client-centric solutions
Demonstrated leadership ability
Demonstrated ability to prioritize and manage time effectively in a multi-tasking environment
Demonstrated ability to work independently
Excellent communications influencing and conflict-management skills with audiences from frontline peers to senior management external partners and advisors.
Demonstrated ability to use sound judgement and analytical decision-making; looking at data from multiple sources to identify issues and recommend creative balanced solutions.
When you join our team:
Well empower you to learn and grow the career you want.
Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team well support you in shaping the future you want to see.
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 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 .
Referenced Salary Location
Waterloo OntarioWorking Arrangement
Salary range is expected to be between
$85300.00 CAD - $135300.00 CADEmployees 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 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 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.
Required Experience:
Manager
About Company
Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.