Senior Advisor Onboarding & Transitions Specialist

Manulife/John Hancock; Burlington; Hybrid; CAD 74,000 - 123,000; Full time

Job summary

Manulife Wealth is seeking a proactive recruitment and onboarding specialist to drive advisor acquisitions and transitions. You will manage end-to-end recruiting, contracting, onboarding, and transitions for advisors moving to Manulife Wealth and other wealth lines of business.

You will ensure smooth integration by coordinating with back-office systems, training teams, and stakeholders across Canada, including travel up to 30%.

Qualifications

• Proven ability to manage multiple onboarding processes and deadlines.
• Experience delivering solutions in complex environments with limited resources.
• Ability to thrive in a high-pressure, deadline-driven setting with strong communication skills.
• Strong attention to detail and data-entry accuracy.
• Excellent written and verbal communication and relationship-management skills.
• Ability to travel across Canada ~30%.
• Experience managing vendor relationships is a plus.

Responsibilities

• Conduct proactive outbound calls to recruit advisor talent and secure appointments.
• Manage end-to-end recruiting, contracting, onboarding for advisors joining Manulife Wealth.
• Oversee onboarding for new advisors, including account setup and system integration.
• Support advisors transitioning books of business to Manulife Wealth and related lines.
• Collaborate to implement best practices and improve efficiency.
• Partner with stakeholders to train and support advisors during transitions.

Skills

Project management

Multitasking

Data entry accuracy

Written & verbal communication

Relationship management

Travel availability

Education

Post-secondary degree

Tools

Back-office systems

Portfolio-management tools

Financial-planning software

Job description

Position Responsibilities:

• Conduct proactive outbound calls to potential advisor recruits, effectively communicate the Manulife Wealth value proposition, and secure appointments for follow-up conversations with field leaders and recruiters.
• Execute the end-to-end recruiting process and support recruiting, contracting, transitions, and onboarding for advisors moving from other firms to Manulife Wealth and other wealth lines of business, ensuring minimal disruption to their businesses.
• Manage the end-to-end onboarding process for new advisors, including account setup and integration with existing systems.
• Support new advisors as they transition their books of business to Manulife Wealth Inc. and other wealth lines of business.
• Collaborate with team members to implement best practices and improve overall efficiency.
• Partner with key stakeholders to ensure all new advisors receive comprehensive training and support during their transition period.
• Develop and maintain recruiting, contracting, and onboarding materials and resources to facilitate the process.
• Provide personalized support to advisors during their transition, address challenges, and help ensure smooth integration.
• Implement innovative solutions to streamline processes and enhance advisor satisfaction.
• Foster strong relationships with internal stakeholders, including recruitment, training, compliance, and IT teams.
• Ensure clear and consistent communication throughout the onboarding and transition process.
• Provide continuous support to existing advisors, addressing their transition needs throughout their careers.

Required Qualifications:

• Excellent project management skills, with the ability to manage multiple priorities, onboarding processes, and deadlines.
• Proven ability to implement and deliver solutions in complex environments with competing resources and constraints.
• Ability to thrive in a high-profile, high-pressure, fast-paced, and deadline-driven environment with limited resources.
• Exceptional data-entry skills, with a high degree of accuracy and attention to detail.
• Excellent written and verbal communication, presentation, and interpersonal skills, including the ability to manage relationships and escalations effectively.
• Strong listening, consultative, relationship-management, teamwork, interpersonal, and leadership skills.
• Detail-oriented approach with strong analytical, creative problem-solving, and complex situation-resolution capabilities.
• Ability to quickly build rapport with advisors and effectively partner with internal stakeholders to drive results.
• Strong knowledge of technology used by advisors, including back-office systems, portfolio-management tools, financial-planning software, and how these systems support an advisor practice.
• Experience managing vendor relationships.
• Ability to travel across Canada approximately 30% of the time.

Preferred Qualifications: Experience in the financial services industry, preferably with an IIROC- or MFDA-regulated firm, is an asset. English:Bilingualism (English and French) is a strong asset. If the successful candidate is in Quebec, proficiency in both languages will be required to support clients from various provinces outside of Quebec. Post-secondary degree.

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.

The role being advertised is an existing vacancy.

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 [e-mail].

Referenced Salary Location Burlington, Ontario Working Arrangement Hybrid Salary range is expected to be between $73,725.00 CAD - $122,875.00 CAD Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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. If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location.

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 [e-mail] for more information about U.S.-specific paid time off provisions.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

We're Manulife. And we're on a mission to make decisions easier and lives better. Better is what drives us. It's what inspires us to find new ways to support customers and colleagues in living longer and healthier lives. It's the reason we're dedicated to investing in digital innovation and industry-leading AI, and accelerating a sustainable and economically inclusive future. Joining us means you'll be empowered to learn and grow your career. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. And as part of our global team, you'll help shape the future you want to see – and discover that better can take you anywhere you want to go. We're proud of our accomplishments and recognition. Recent awards include: 2026 Gallup Exceptional Workplace Award Winner Manulife Named one of Forbes World's Best Employers 2025 Financial Times World's Best Employers Asia-Pacific 2026 We've been recognized as one of Canada's Top 100 Employers 2026 #1 Life Insurer for AI Maturity by Evident 2026 To receive our latest job opportunities directly to your inbox, create an account or sign in and navigate to the 'Job Alerts' section located in the top right corner of the page. From there, you can sign up to receive job alerts. Our ambition is to be the number one choice for customers. Learn more at https://www.manulife.com/.