Advisor Onboarding and Transitions Analyst, Manulife Wealth

The Advisor Onboarding & Transition Analyst serves as an analyst within Manulife Wealth responsible for managing complex onboarding transition and maintenance activities for advisors across Canada. The role requires advanced technical expertise broad understanding of multiple disciplines (operations compliance advisor lifecycle regulatory requirements) and the ability to perform less structured judgmentbased work assignments.

The Senior Administrator regularly coordinates small projects or workstreams recommends solutions to atypical or ambiguous cases and acts as a subject matter resource to internal partners. This role directly contributes to improving advisor experience operational integrity and regulatory compliance.

This position reports to the Manager Advisor Onboarding of Manulife Wealth and directly supports the initiatives being managed and the accompanying change management.

• Applying advanced knowledge to resolve complex onboarding/transitions issues.
• Leading workflow improvements and participating in broader operational initiatives.
• Providing informed recommendations on regulatory alignment documentation standards and process risks.
• Using judgment to analyze issues that impact multiple teams or systems across Wealth Operations.

Position Responsibilities:

Onboarding Team Functions:

• Manage onboarding cases requiring interpretation of incomplete or exceptional documentation.
• Apply judgment to assess regulatory implications and determine appropriate corrective actions.
• Resolve escalations related to complex onboarding requirements account structures or highimpact advisor transitions.
• Guide internal partners through unique onboarding scenarios and documentation exceptions.
• Review highrisk submissions and anticipate potential downstream impacts on operations compliance and compensation.

Transition Team Functions:

• Review and validate complex advisor duediligence packages (e.g. multientity structures practice purchases complicated KYA/legal requirements).
• Ensure alignment with MFDA/IIROC standards by interpreting regulatory rules in context and advising on solutions for nonstandard cases.
• Coordinate multistep transition activities that involve multiple internal functions (e.g. Compliance Legal Registration Operations).
• Troubleshoot and resolve system challenges or data conflicts resulting from larger practice transitions or advisor restructures.
• Recommend procedural improvements based on emerging patterns new regulatory expectations or operational challenges.

Escalation & Collaboration

• Serve as a key escalation point for onboarding exceptions or transition irregularities.
• Analyze ambiguous situations identify root causes and propose solutions with minimal guidance.
• Communicate nuanced contextrich recommendations to leadership and internal partners.
• Anticipate risks and escalate proactively ensuring data integrity and operational compliance.

Communication & Workflow Transparency

• Testing or piloting new documentation standards workflows or systems.
• Identifying inefficiencies and recommending process redesign to senior leaders.
• Supporting implementation of operational changes affecting the advisor lifecycle.
• Sharing best practices and providing informal coaching to peers.

Required Qualifications:

• Demonstrated expertise in onboarding transitions or financial services operations.
• Strong ability to interpret regulatory requirements and apply them to diverse scenarios.
• Excellent analytical problemsolving and judgment skills.
• Experience coordinating crossfunctional activities or process improvements.
• High proficiency with multiple operational systems and workflow tools.
• Strong communication and influencing skills.
• Ability to manage competing priorities in a highvolume timesensitive environment.
• Demonstrates advanced knowledge of onboarding transitions documentation practices regulatory requirements and operational systems.
• Understands how multiple disciplines (compliance operations legal compensation) intersect with onboarding processes.
• Performs a range of less structured assignments determining the best approach based on experience judgment and guidelines.
• Operates with minimal oversight and regularly interprets policies for unique situations.
• Coordinates small workstreams or projects requiring crossfunctional involvement.
• Acts as a resource for peers on complex or ambiguous onboarding cases.
• Provides expert insights to help shape future onboarding processes.
• Recognizes how onboarding activities connect to broader Wealth Operations goals.
• Considers business impacts data integrity and regulatory implications in decisionmaking.
• Communicates clearly the operational risks impacts and benefits of recommended action

Preferred Qualifications:

• Experience in the financial services industry preferably with an IIROC or MFDA firm is an asset
• Bilingual English/French skills are an asset but not required
• Experience with CRM or workflow management tools
• Familiarity with financial services or onboarding processes
• Basic understanding of compliance or document requirements (e.g. forms KYC)

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 .