Advisor Onboarding Specialist
Advisor Onboarding Specialist
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
The Advisor Onboarding Specialist is a critical and multifunctional role within Manulife Wealth business development organization. This role supports our new advisors joining Manulife Wealth and providing key onboarding & transition support to existing advisors based across Canada.
How will you create impact
This position reports to the Manager Advisor Onboarding of Manulife Wealth and directly supports the initiatives being managed and the accompanying change management.
Position Responsibilities:
- Act as support for our new advisors transitioning their books of business to Manulife Wealth Inc
- Accurately input and maintain advisor and client information in internal systems
- Ensure all compliance and legal documentation is completed and stored securely adhering to regulatory standards.
- Manage the endtoend onboarding process for new advisors including account setup and integration with existing systems.
- Coordinate with internal departments such as Compliance IT and Operations to facilitate a seamless transition
- Serve as the primary point of contact for resolving onboardingrelated issues and escalations
- Proactively identify potential challenges and implement solutions to mitigate risks during the transition process
- Build and maintain strong relationships with transitioning advisors to ensure a positive onboarding experience
- Act as a liaison between advisors and internal teams to address any concerns promptly
- Gather feedback from advisors regarding their onboarding experience and identify opportunities for process enhancements
- Collaborate with team members to implement best practices and improve overall efficiency
Qualifications:
- Postsecondary degree
- Minimum of 35 years in client onboarding or operations within the financial services industry.
- Experience in the financial services industry preferably with an IIROC or MFDA firm is an asset
- Exceptional data entry skills with a high degree of accuracy and attention to detail
- Strong organizational and project management abilities to handle multiple onboarding processes simultaneously
- Excellent communication and interpersonal skills to effectively manage relationships and escalations.
- Proficiency in CRM software and other relevant tools.
- Ability to thrive in a high profile high pressure environment with timecompressed deadlines and limited resources
- Ability to travel across Canada (but mainly in Ontario) around 20 30 of the time
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 pregnancyrelated 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
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 pregnancyrelated 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 .
Primary Location
Working Arrangement
Salary range is expected to be between
$61350.00 CAD $102250.00 CADIf 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 jobrelated 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 longterm 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 paid time off provisions.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
