Advisor onboarding specialist

The Advisor Onboarding Specialist is a critical and multi-functional role within Manulife Wealth business development organization. This role supports our new advisors joining Manulife Wealth and providing key onboarding & transition support to existing advisors based across Canada.

How will you create impact?

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

Position Responsibilities:

• Act as support for our new advisors transitioning their books of business to Manulife Wealth Inc
• 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 the end-to-end onboarding process for new advisors, including account setup and integration with existing systems.
• Coordinate with internal departments such as Compliance, IT, and Operations to facilitate a seamless transition
• Serve as the primary point of contact for resolving onboarding-related issues and escalations
• Proactively identify potential challenges and implement solutions to mitigate risks during the transition process
• 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 any concerns promptly
• 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

Qualifications:

• Post-secondary degree
• Minimum of 3-5 years in client onboarding or operations within the financial services industry.
• Experience in the financial services industry preferably with an IIROC or MFDA firm is an asset
• 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.
• Proficiency in CRM software and other relevant tools.
• Ability to thrive in a high profile, high pressure environment with time-compressed deadlines and limited resources
• Ability to travel across Canada (but mainly in Ontario) around 20% - 30% of the time

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 our story.

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

Region: Toronto, Ontario

Work Schedule: Hybrid

Salary Range: $61,350.00 CAD - $102,250.00 CAD

If you are applying for this position outside of the main region, please write to recruitment@manulife.com for the salary range corresponding to your region. Salary varies based on local market conditions, geography, and relevant job-related factors such as knowledge, skills, qualifications, experience, and education or training.

Manulife offers eligible employees a wide range of customizable benefits, including medical care, dental care, mental health care, vision care, short- and long-term disability insurance, life insurance, and various employee and family assistance programs. We also offer eligible employees different retirement savings plans (including pension plans and an international stock ownership program with employer matching contributions) as well as educational and financial advisory resources.