Transitions Associate

Manulife/John Hancock

Burlington

Hybrid

CAD 63,000 - 105,000

Full time

5 days ago

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Job summary

Manulife/John Hancock in Burlington, Ontario is hiring to coordinate advisor transitions from recruitment through registration readiness and transition implementation. You will be the primary contact for advisors during the transition and provide operational support and due diligence coordination throughout the recruitment lifecycle.

This role requires knowledge of advisor registration, licensing pathways, contracting processes, and strong relationship management.

Qualifications

Post-secondary degree in Business, Finance, Commerce, or related discipline.
1–3 years in wealth management or related operational functions.
Ability to manage multiple priorities in a fast-paced environment.
Strong communication, relationship management, and stakeholder coordination skills.
Experience supporting advisor transitions, registration activities, licensing processes, or advisor recruitment activities is an asset.
Working knowledge of CIRO registration requirements, advisor licensing frameworks, and advisor contracting processes is an asset.

Responsibilities

Coordinate advisor transition activities from recruitment through registration readiness and transition implementation.
Serve as primary point of contact for advisors throughout the transition process.
Support recruitment efforts by providing transition guidance, operational support, and due diligence coordination throughout the recruitment lifecycle.
Coordinate and facilitate due diligence activities, ensuring required documentation, information, and approvals are obtained to support informed business decisions.
Provide guidance regarding advisor registration requirements, licensing pathways, contracting processes, and transition procedures.
Lead transition activities for assistant upgrades, newly licensed advisors, zero-asset advisors, and lower-complexity recruitment opportunities.
Develop and execute transition plans tailored to advisor requirements and transition objectives.
Partner with advisors to identify transition risks and support mitigation strategies.
Collaborate with Compliance, Registration, Supervision, Operations, Technology, Legal, Training, and Business Development teams to support transition readiness.
Support advisor transitions involving registration changes, branch relocations, business model conversions, and other transition-related activities.
Develop and maintain transition resources, process documentation, best practices, and advisor-facing materials.
Monitor transition activities, elevate issues as appropriate, and support timely resolution.
Contribute recommendations to improve transition processes, service delivery, and advisor experience.
Support strategic initiatives, change management activities, and continuous improvement efforts.

Skills

Registration processes

Licensing requirements

Regulatory frameworks

Relationship management

Organizational skills

Project coordination

Communication

Stakeholder management

Multi-tasking

Detail-oriented

Education

Post-secondary degree

Tools

CIRO registration knowledge

Licensing frameworks

Advisor contracting processes

Due diligence coordination

Job description

Responsibilities

Coordinate advisor transition activities from recruitment through registration readiness and transition implementation. Serve as a primary point of contact for advisors throughout the transition process. Support recruitment efforts by providing transition guidance, operational support, and due diligence coordination throughout the recruitment lifecycle. Coordinate and facilitate due diligence activities, ensuring required documentation, information, and approvals are obtained to support informed business decisions. Provide guidance regarding advisor registration requirements, licensing pathways, contracting processes, and transition procedures. Lead transition activities for assistant upgrades, newly licensed advisors, zero-asset advisors, and lower-complexity recruitment opportunities. Develop and execute transition plans tailored to advisor requirements and transition objectives. Partner with advisors to identify transition risks and support mitigation strategies. Collaborate with Compliance, Registration, Supervision, Operations, Technology, Legal, Training, and Business Development teams to support transition readiness. Support advisor transitions involving registration changes, branch relocations, business model conversions, and other transition-related activities. Develop and maintain transition resources, process documentation, best practices, and advisor-facing materials. Monitor transition activities, elevate issues as appropriate, and support timely resolution. Contribute recommendations to improve transition processes, service delivery, and advisor experience. Support strategic initiatives, change management activities, and continuous improvement efforts.

Skills

Working knowledge of advisor registration processes, licensing requirements, and regulatory frameworks. Strong relationship management and interpersonal skills. Strong organizational and project coordination capabilities. Effective communication and stakeholder management abilities. Strong analytical, problem solving, and critical-thinking skills. Ability to manage multiple priorities in a fast-paced environment. High attention to detail and commitment to service excellence. Ability to collaborate effectively across multiple business functions.

Qualifications

Post-secondary degree in Business, Finance, Commerce, or a related discipline.
Minimum 1-3 years of experience in wealth management, recruiting support, or related operational functions.
Demonstrated ability to manage multiple priorities and deliver results in a fast-paced environment.
Strong communication, relationship management, and stakeholder coordination skills.
Experience supporting advisor transitions, registration activities, licensing processes, or advisor recruitment activities is an asset.
Working knowledge of CIRO registration requirements, advisor licensing frameworks, and advisor contracting processes is an asset.

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 hr@manulife.com.

Referenced Salary

Location Burlington, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between $62,850.00 CAD - $104,750.00 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 hr@manulife.com 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 hr@manulife.com 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.

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