Senior Manager, Advisor Onboarding & Transitions
Senior Manager, Advisor Onboarding & Transitions
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Job Description
The Opportunity:
Manulife Wealth is a leading provider of insurance and wealth solutions to meet the diverse needs of Canadian families. Within GWAM Canada Manulife Wealth is comprised of three distribution firms (Advisory Services) an ID (Investment Dealer) securities dealer an MFD (Mutual Fund Dealer) securities dealer and an insurance MGA (MWISI). Through these three firms we work with over 2000 of Manulifes most closely aligned independent advisors from across Canada.
In this role the incumbent will play a crucial role in enhancing the experience of new advisors joining Manulife Wealth. This role is responsible for overseeing the entire onboarding and transition process ensuring a seamless and positive experience for advisors and driving continuous improvement in our processes and support systems. You will work collaboratively within a supportive environment that values innovation continuous learning and proactive improvement. This position is tailor-made for those passionate about professional development organizational success and the cultivation of talent within a leading-edge industry setting.
Position Responsibilities:
- Lead and coach a team to support the Director in executing strategic initiatives that elevate the advisors experience across onboarding and transition programs
- Develop and implement strategic plans for the advisor onboarding and transition process
- Collaborate with senior leadership to align onboarding strategies with the companys overall objectives
- Collaborate with key partners to ensure that all new advisors receive comprehensive training and support during their transition period.
- Develop and continuously refine transition and onboarding materials to ensure a seamless experience including both internal tools and advisor-facing resources that support smooth integration into Manulife Wealth
- Provide personalized support to advisors during their transition addressing any challenges and ensuring a smooth integration.
- Regularly assess and refine onboarding and transition processes by leveraging feedback and industry best practices while introducing innovative solutions to improve efficiency and elevate advisor satisfaction
- Monitor KPIs and define performance metrics to produce data-driven reports that assess the effectiveness and overall impact of onboarding and transition initiatives
- Foster strong relationships with internal stakeholders including but not limited to Advisor Support team Training Compliance and Field Technology teams
- Act as the primary point of contact for new advisors during their onboarding and transition period.
Preferred Qualifications:
- Ability to quickly build rapport with advisors
- Strong knowledge of technology used by advisors including back-office systems portfolio management tools financial planning software etc. and how they fit into an advisor practice
- Experience in managing vendor relationships.
- Ability to effectively partner with internal stakeholders to drive results
- Thrives in a dynamic and fast paced deadline driven environment
- Team player with solid interpersonal and leadership skills
- Strong written and verbal communication and presentation skills
- Strong listening consultative and relationship management skills
- Detail oriented analytical and problem-solving capabilities
- Ability to resolve diverse complex situations creatively
- Experience in the financial services industry preferably with an IIROC or MFDA firm is an asset
- Ability to travel across Canada around 40% of the time
Required Qualifications:
- Bachelors degree in Business Administration Finance or a related field. Advanced degree or professional certification (e.g. CFP CFA) is a plus.
- Proven leadership experience with the ability to manage and develop a high-performing team.
- Minimum of 5 years of experience in financial services with a focus on advisor onboarding transitions or related areas.
- Exceptional interpersonal and communication skills with the ability to build strong relationships with advisors and internal stakeholders.
- Excellent project management skills with the ability to handle multiple priorities and deadlines.
- Demonstrated success in delivering impactful solutions within complex resource-constrained environments while driving process enhancements and implementing innovative improvements
- Proven ability to thrive in fast-paced ambiguous environments undergoing frequent change. Demonstrated resilience and adaptability in navigating shifting priorities evolving processes and complex challenges with a proactive and solution-oriented mindset
- Strong understanding of wealth management products services and industry regulations.
- Proficiency in CRM software and other relevant technology platforms.
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
$86250.00 CAD - $155250.00 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:
Senior Manager
Employment Type
Full-Time
