Advisor Onboarding Associate

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

Job summary

Manulife/John Hancock in Burlington, Ontario 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.

You will coordinate onboarding activities, maintain accurate advisor and client data, and ensure regulatory documentation is completed. This role collaborates with Compliance, IT, Licensing and Operations to deliver a seamless transition, serves as a primary contact for onboarding

Qualifications

• Post-secondary degree or diploma in Business, Finance, Administration, or related field.
• 1–3 years in operations, advisor support, or financial services.
• Exceptional attention to detail with data accuracy.
• Strong organizational and coordination skills to manage multiple onboarding activities.
• Excellent communication with a client-focused approach.
• Willingness to travel across Canada up to 20–30%.

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

Organizational skills

Communication skills

Problem solving

Team collaboration

Travel readiness

Education

Business/Finance degree

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.

The role being advertised is an existing vacancy.

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.

Equal Opportunity Employer

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

Location Burlington, Ontario

Working Arrangement Hybrid

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 will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location.

Benefits

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 [e-mail] for more information about U.S.-specific paid time off provisions.

Information Processing Statement

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

We’re Manulife

We’re Manulife. And we’re on a mission to make decisions easier and lives better. Better is what drives us. It’s what inspires us to find new ways to support customers and colleagues in living longer and healthier lives. It’s the reason we’re dedicated to investing in digital innovation and industry-leading AI, and accelerating a sustainable and economically inclusive future.

Joining us means you’ll be empowered to learn and grow your career.

We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. And as part of our global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go.

Recognition & Awards

We’re proud of our accomplishments and recognition. Recent awards include: 2026 Gallup Exceptional Workplace Award Winner Manulife Named one of Forbes World’s Best Employers 2025 Financial Times World’s Best Employers Asia-Pacific 2026 We’ve been recognized as one of Canada’s Top 100 Employers 2026 #1 Life Insurer for AI Maturity by Evident 2026