Director of Advisor Workflow & Integration

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

Job summary

A leading financial services provider in Toronto is seeking an experienced integration specialist to enhance workflows and integrations that improve advisor efficiency. You will be responsible for designing how capabilities plug into advisor systems while ensuring measurable outcomes are achieved. The ideal candidate will have over 10 years in financial services, particularly in designing cross-organizational workflows and fluency with CRM platforms.

Benefits

Comprehensive health benefits

Flexible working environment

Retirement savings plans

Qualifications

• 10+ years designing cross-org workflows or integrations in financial services.

Responsibilities

• Integrate the Bank/Distribution handshake across workflow states.
• Create a reusable Connector Catalogue with clear inputs/outputs.
• Design workflows and specify how Bank triggers show up.

Skills

cross-org workflows

financial services experience

CRM/Advisor platforms

Job description

A leading financial services provider in Toronto is seeking an experienced integration specialist to enhance workflows and integrations that improve advisor efficiency. You will be responsible for designing how capabilities plug into advisor systems while ensuring measurable outcomes are achieved. The ideal candidate will have over 10 years in financial services, particularly in designing cross-organizational workflows and fluency with CRM platforms.