Advisor Onboarding & Transitions Expert

Manulife; Montreal (administrative region); Híbrido; CAD 55 000 - 92 000; Tempo integral

Resumo da oferta

Manulife is seeking an Onboarding & Transitions Specialist to deliver an exceptional advisor onboarding and activation experience from recruitment through activation. This role coordinates contracting, licensing validation, transfers, carrier code setup, and maintenance while liaising with carriers, compliance, and field teams.

The position involves end-to-end onboarding, licensing compliance, and proactive stakeholder communication to ensure timely activation and accurate records.

Qualificações

• Requires 2–5 years in insurance operations, onboarding, contracting, licensing or transfers.
• Post-secondary education in Business, Finance, Insurance, or related field.
• Knowledge of MGA operations and advisor contracting processes.
• Experience with WealthServ or similar advisor management systems is an asset.
• Strong licensing and compliance knowledge within insurance.

Responsabilidades

• Coordinate end-to-end onboarding of new advisors joining the MGA.
• Review and process contracting packages for completeness and accuracy.
• Facilitate advisor setup through internal systems and platforms.
• Coordinate advisor transfers, branch transfers, and book-of-business transitions.
• Track transition activities and communicate status updates to stakeholders.
• Validate licensing requirements and regulatory documentation.

Conhecimentos

Organizational

Communication

Problem-solving

Multitasking

Bilingual English/French

Formação académica

Post-secondary education in Business/Finance/Insurance

Ferramentas

WealthServ

Descrição da oferta de emprego

Manulife is seeking an Onboarding & Transitions Specialist to deliver an exceptional advisor onboarding and activation experience from recruitment through activation. This role coordinates contracting, licensing validation, transfers, carrier code setup, and maintenance while liaising with carriers, compliance, and field teams.

The position involves end-to-end onboarding, licensing compliance, and proactive stakeholder communication to ensure timely activation and accurate records.