Advisor Onboarding Associate

Manulife John Hancock; Burlington; Hybrid; CAD 63,000 - 105,000; Full time

Benefits offered by this job

Hybrid work arrangement

Incentive programs

Job summary

Manulife John Hancock is seeking an Advisor Onboarding and Transition professional to support advisors as they move their books of business to Manulife Wealth Inc. and other wealth lines.

The role coordinates onboarding activities, maintains advisor and client data, and ensures regulatory documentation is completed accurately. The position partners with Compliance, IT, Licensing, and Operations to deliver a seamless transition and a positive advisor experience.

Qualifications

• Post-secondary degree or diploma in Business, Finance, Administration, or a related field.
• 1–3 years of experience in operations, advisor support, or financial services.
• Exceptional attention to detail with strong data accuracy and documentation management.
• Strong organizational and coordination skills with the ability to manage multiple onboarding activities.

Responsibilities

• Act as support for advisors transitioning their books of business to Manulife Wealth Inc. and other wealth lines of business.
• Lead onboarding and transition activities for standard and lower-complexity advisor recruits and smaller practices.
• Support larger, more complex advisor transitions under the guidance of senior team members and leadership.
• 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 onboarding activities for new advisors, including account setup and integration with existing systems.
• Coordinate with internal departments such as Compliance, IT, Licensing, and Operations to facilitate a seamless transition.
• Serve as a primary point of contact for onboarding-related inquiries and assist in resolving issues throughout the onboarding process.
• Escalate complex onboarding challenges, exceptions, and risks as appropriate.
• 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 questions and facilitate timely solutions.
• 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.
• Support onboarding meetings, training sessions, advisor events, and transition-related activities as required.

Skills

Attention to detail

Organization & coordination

Communication

Problem-solving

Team collaboration

Travel readiness

Education

Post-secondary degree or diploma in Business, Finance, Administration, or related field

Job description

Summary

The Advisor Onboarding and Transition professional supports advisors as they transition their books of business to Manulife Wealth Inc. and other wealth lines of business. This role coordinates onboarding activities, maintains accurate advisor and client information, supports regulatory documentation, and partners with internal teams to deliver a seamless and positive transition experience.

Position Responsibilities

• Act as support for advisors transitioning their books of business to Manulife Wealth Inc. and other wealth lines of business.
• Lead onboarding and transition activities for standard and lower-complexity advisor recruits and smaller practices.
• Support larger, more complex advisor transitions under the guidance of senior team members and leadership.
• 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 onboarding activities for new advisors, including account setup and integration with existing systems.
• Coordinate with internal departments such as Compliance, IT, Licensing, and Operations to facilitate a seamless transition.
• Serve as a primary point of contact for onboarding-related inquiries and assist in resolving issues throughout the onboarding process.
• Escalate complex onboarding challenges, exceptions, and risks as appropriate.
• 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 questions and facilitate timely solutions.
• 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.
• Support onboarding meetings, training sessions, advisor events, and transition-related activities as required.

Required Qualifications

• Post-secondary degree or diploma in Business, Finance, Administration, or a related field.
• Minimum of 1-3 years of experience in operations, advisor support, or financial services.
• Exceptional attention to detail with strong data accuracy and documentation management skills.
• Strong organizational and coordination skills with the ability to manage multiple onboarding activities simultaneously.
• Excellent communication and interpersonal skills with a client-focused approach.
• Strong problem-solving skills and ability to navigate changing priorities in a fast-paced environment.
• Demonstrated ability to work collaboratively across multiple teams and stakeholders.
• Ability to thrive in a high-profile, deadline-driven environment.
• Ability to travel across Canada up to 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 [e-mail] .

Referenced Salary Location

Burlington, Ontario

Working Arrangement

Hybrid

Salary range

Salary range is expected to be between $62,850.00 CAD - $104,750.00 CAD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary wil

Job Details

The role being advertised is an existing vacancy.