Advisor Onboarding & Transitions Specialist

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

Job summary

Manulife is seeking an Advisor Onboarding and Transition professional in Burlington to coordinate onboarding activities for wealth-advisor transitions, maintain advisor/client data, and ensure regulatory documentation is thorough and compliant.

You will collaborate with Compliance, IT, Licensing and Operations to enable smooth transitions, while supporting advisors and events. Hybrid work with travel across Canada is expected.

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.
• Attention to detail with strong data accuracy and documentation management.
• Strong organizational and coordination skills across multiple onboarding activities.
• Excellent communication and interpersonal skills with a client-focused approach.
• Strong problem-solving and adaptability in a fast-paced environment.
• Ability to collaborate across teams and stakeholders.
• Willingness to travel across Canada up to 20–30%.

Responsibilities

• Act as support for advisors transitioning their books of business.
• Lead onboarding and transition activities for standard and lower-complexity recruits.
• Support larger, more complex transitions under guidance of senior team members.
• Input and maintain advisor and client information in internal systems.
• Ensure compliance and regulatory documentation is completed and stored securely.
• Manage onboarding activities for new advisors, including account setup.
• Coordinate with Compliance, IT, Licensing and Operations for seamless transitions.
• Serve as primary contact for onboarding inquiries and resolve issues.
• Escalate complex onboarding challenges and risks as appropriate.
• Build strong relationships with transitioning advisors for a positive experience.
• Facilitate communication between advisors and internal teams to address questions.
• Gather feedback and drive process improvements in onboarding.
• Support onboarding meetings, training sessions, and advisor events.

Skills

Attention to detail

Organizational skills

Communication skills

Problem solving

Multi-stakeholder collaboration

Deadline-driven

Travel flexibility

Education

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

Job description

Manulife is seeking an Advisor Onboarding and Transition professional in Burlington to coordinate onboarding activities for wealth-advisor transitions, maintain advisor/client data, and ensure regulatory documentation is thorough and compliant.

You will collaborate with Compliance, IT, Licensing and Operations to enable smooth transitions, while supporting advisors and events. Hybrid work with travel across Canada is expected.