Senior Advisor: Onboarding & Transitions Lead

Manulife group; Burlington; Hybrid; CAD 73,000 - 123,000; Full time

Benefits offered by this job

Health, dental, vision coverage

Retirement savings plans including a (

Pension and global share ownership

Generous PTO and leaves

Job summary

Manulife Wealth invites applications for a Senior Advisor Onboarding & Transitions Specialist to lead onboarding and transition activities for advisors nationwide in Canada. The role coordinates recruitment, contracting, licensing and system updates, ensuring minimal disruption to advisors' businesses.

Ideal candidates bring strong organizational and communication skills, with experience in insurance operations. Hybrid work arrangements and comprehensive benefits accompany this opportunity.

Qualifications

• Excellent project management skills with the ability to manage multiple priorities and deadlines.
• Exceptional data-entry skills with high accuracy and attention to detail.
• Excellent written and verbal communication, presentation, and interpersonal skills.
• Strong listening, consultative, relationship-management, teamwork and leadership skills.

Responsibilities

• Conduct proactive outbound calls to potential advisor recruits and secure appointments for follow-up conversations with field leaders and recruiters.
• Execute end-to-end recruiting, contracting, transitions and onboarding for advisors joining Manulife Wealth.
• Manage end-to-end onboarding for new advisors, including account setup and system integration.
• Support advisor transitions by coordinating books of business moves to Manulife Wealth and other wealth lines.
• Collaborate with stakeholders to implement best practices and improve efficiency across onboarding and transitions.
• Ensure comprehensive training and support for new advisors during their transition period.
• Develop and maintain recruiting, contracting, and onboarding materials and resources.
• Provide personalized support to advisors, addressing challenges and ensuring smooth integration.
• Implement innovative solutions to streamline processes and enhance advisor satisfaction.
• Foster strong relationships with recruitment, training, compliance and IT teams.

Skills

Project management

Data entry

Communication

Relationship management

Leadership

Bilingual English/French

Education

Post-secondary degree

Job description

Manulife Wealth invites applications for a Senior Advisor Onboarding & Transitions Specialist to lead onboarding and transition activities for advisors nationwide in Canada. The role coordinates recruitment, contracting, licensing and system updates, ensuring minimal disruption to advisors' businesses.

Ideal candidates bring strong organizational and communication skills, with experience in insurance operations. Hybrid work arrangements and comprehensive benefits accompany this opportunity.