Advisor Onboarding & Transitions Specialist
Advisor Onboarding & Transitions Specialist
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Job Description
Job Description:
The Advisor Onboarding & Transitions Specialist is a critical and multi-functional role within Manulife Wealth business development organization. This role supports our new advisors joining Manulife Wealth Manulife Private Counsel and Manulife Wealth Insurance Services and providing key onboarding & transition support to existing advisors based across Canada.
Responsibilities:
- Execute on the end-to-end recruiting process (Recruiting contracting transitions and onboarding) for advisors moving from other firms to Manulife Wealth (and other wealth lines of businesses) ensuring minimal disruption to their business
- Manage the end-to-end onboarding process for new advisors including account setup and integration with existing systems.
- Act as support for our new advisors transitioning their books of business to Manulife Wealth Inc. and other wealth lines of businesses (ex. MPC)
- Collaborate with team members to implement best practices and improve overall efficiency.
- Collaborate with key partners to ensure that all new advisors receive comprehensive training and support during their transition period.
- Develop and maintain recruiting contracting and onboarding materials and resources to facilitate the process.
- Provide personalized support to advisors during their transition addressing any challenges and ensuring a smooth integration.
- Implement innovative solutions to streamline processes and enhance advisor satisfaction.
- Foster strong relationships with internal stakeholders including recruitment training compliance and IT teams.
- Ensure clear and consistent communication throughout the onboarding and transition process.
- Provide continuous support to existing advisors addressing their transition needs throughout their careers.
Qualifications:
- Post-secondary degree
- Excellent project management skills with the ability to handle multiple priorities and deadlines.
- Proven ability to implement and deliver solutions in complex environment with competing resources & constraints
- Ability to thrive in a high-profile high-pressure environment with time-compressed deadlines and limited resources
- 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.
- Experience in the financial services industry preferably with an IIROC or MFDA firm is an asset
- Ability to travel across Canada around 20% - 30% of the time
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
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
Toronto OntarioWorking Arrangement
Salary range is expected to be between
$71925.00 CAD - $119875.00 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 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.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
