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: We’ll empower you to learn and grow the career you want. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we’ll 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 https://www.manulife.com/en/about/our-story.html. Manulife 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 recruitment@manulife.com. Referenced Salary Location Toronto, Ontario Working Arrangement Hybrid Salary range is expected to be between $71,925.00 CAD - $119,875.00 CAD If you are applying for this role outside of the primary location, please contact recruitment@manulife.com 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 recruitment@manulife.com for more information about U.S.-specific paid time off provisions. We are committed to creating a workplace that offers unlimited opportunities for employees to realize their career goals. Whether it’s working abroad, exploring a new career direction or simply progressing in their chosen field, we help our employees reach their full potential.
