Director of Advisor Workflow & Integration

Manulife; Kitchener; Hybrid; CAD 105,000 - 191,000; Full time

Job summary

A leading financial services provider is looking for an experienced professional to own the workflows and integrations that streamline growth within advisor practices. You will design how Bank capabilities integrate into advisor systems, enhance operational efficiency, and ensure reliable performance. The ideal candidate will have over 10 years of experience in financial services, focusing on cross-organizational workflows. This hybrid position offers a competitive salary and a chance to grow within a supportive work environment.

Benefits

Health and dental benefits

Retirement savings plans

Generous paid time off program

Qualifications

• 10+ years designing cross-org workflows or integrations in financial services.
• Proven delivery of SLAs that improved conversion or cycle time.
• Strong facilitation with Distribution, Engineering, Finance, and Risk/Privacy.

Responsibilities

• Integration for each play with clear inputs/outputs and SLAs.
• Define workflow states, entry/exit criteria, and specify triggers.
• Make launches measurable and validate on-time delivery.

Skills

Designing cross-org workflows

Integration in financial services

Fluency with CRM/Advisor platforms

Clear spec writing

Job description

A leading financial services provider is looking for an experienced professional to own the workflows and integrations that streamline growth within advisor practices. You will design how Bank capabilities integrate into advisor systems, enhance operational efficiency, and ensure reliable performance. The ideal candidate will have over 10 years of experience in financial services, focusing on cross-organizational workflows. This hybrid position offers a competitive salary and a chance to grow within a supportive work environment.