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Manager, Advisor Practice Management & Growth

Manulife

Kitchener

Hybrid

CAD 86,000 - 156,000

Full time

14 days ago

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Job summary

A leading international financial services provider in Kitchener is seeking a Project Manager with over 7 years of experience in Advisor Practice Management. In this role, you will oversee business process initiatives to enhance operational efficiency and manage multiple projects. You will collaborate with cross-functional teams and prepare executive decision briefs. The role offers a competitive salary between $86,250 - $155,250 CAD and includes a hybrid working arrangement.

Benefits

Health and dental benefits
Generous paid time off
Retirement savings plans

Qualifications

  • 7+ years experience in Advisor Practice Management.
  • Experience in the Financial Industry, preferably with HNW segments (Wealth, Insurance, Private Banking).
  • Leadership in Platform/CRM product management.

Responsibilities

  • Oversee business process initiatives to improve operational efficiency.
  • Build practice roadmap and ensure consistency in advisor workflows.
  • Prepare executive decision briefs and manage multiple projects.

Skills

Advisor Practice Management
Cross-functional teamwork
Executive communication
Job description

In this role, you will oversee, and coordinate business process initiatives aimed at identifying, documenting, analyzing, and improving complex processes to enhance quality, service, and operational efficiency, delivering significant business and financial benefits. These initiatives may include implementing new technologies, programs, or processes. You may also lead or supervise a team of Business Process Improvement Specialists while managing multiple medium- to large-scale projects.

A key responsibility is ensuring a seamless advisor workflow across the enterprise (Bank, Insurance, Wealth)—practice-first and platform-agnostic—by setting component standards and priorities that enable growth strategies to run quickly, reliably, and measurably.

This position reports to the AVP, Growth & Business Enablement and partners closely with Delivery/Platform, Strategic Growth, Risk/Legal, Finance/Data, Brand/Field, and Wealth & Insurance technology/product teams.

Position Responsibilities
  • Own, build and maintain a backlog enabling priority growth plays; sequence work for a unified advisor journey.
  • Build practice roadmap and requirements into in-flow UX patterns and event models; ensure routing/status/offer consistency with Bank & other BUs.
  • Work with cross functional teams (delivery, tech, sales, product) to inform and influence releases.
  • Prepare executive decision briefs to drive prioritization.
What you will own
  • Enterprise practice map (external advisor workflow) and internal capability alignment (pricing, comp, eligibility, Advisor Portal/CRM).
  • Component standards & acceptance criteria for Worklist, Task, Case, Offer, Docs, Notifications, incl. instrumentation and performance budgets.
  • Intake & prioritization for platform requests.
Required Qualifications
  • 7+ years Advisor Practice Management
Preferred Qualifications
  • Platform/CRM product leadership
  • Align Delivery, Risk/Legal, and Finance/Data around advisor practice-first outcomes
  • Experience in Financial Industry, preferably with HNW segments (Wealth, Insurance, Private Banking)
When you join our team
  • We’ll empower you to learn and grow the career you want.
  • We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
  • As part of our global team, we’ll support you in shaping the future you want to see.
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 https://www.manulife.com/en/about/our-story.html .

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 .

Referenced Salary Location

Toronto, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$86,250.00 CAD - $155,250.00 CAD

If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact recruitment@manulife.com for more information about U.S.-specific paid time off provisions.

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