Transitions Associate

Manulife; Burlington; Hybrid; CAD 63,000 - 105,000; Full time

Job summary

Manulife is seeking an Advisor Transition Coordinator to lead and guide advisor transitions across recruitment, licensing, and registration processes. You will serve as the main liaison for advisors, coordinating due diligence, documentation, and approvals to enable informed business decisions.

In this hybrid Canada-based role, you will partner with Compliance, Registration, Operations, Legal, and Training teams to ensure readiness and mitigate transition risks while supporting continuous

Qualifications

• Post-secondary degree in Business, Finance, Commerce, or 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.

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

Advisor registration knowledge

Relationship management

Organization & coordination

Communication abilities

Analytical & problem-solving

Prioritization in fast-paced env

Attention to detail

Cross-functional collaboration

Education

Degree in Business/Finance/Commerce

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.

Acerca de Manulife y John Hancock

Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com .

Manulife es un empleador que ofrece igualdad de oportunidades

En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.

Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a [e-mail] .

Referenced Salary Location

Burlington, Ontario

Modalidades de Trabajo

Híbrido

Salary range is expected to be between

$62,850.00 CAD - $104,750.00 CAD

Los empleados también tienen la oportunidad de participar en programas de incentivos y recibir una compensación vinculada al rendimiento empresarial e individual. El salario real variará según las condiciones del mercado local, la geografía y factores relacionados con el puesto como conocimientos, habilidades, requerimientos, experiencia y educación/formación. Si solicitas este puesto fuera de tu ubicación principal, por favor escríbenos a [e-mail] para conocer el rango salarial correspondiente a tu ubicación.

Manulife ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar. También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de pensiones y un plan mundial de propiedad de acciones con concesiones equivalentes del empleador) y recursos de asesoramiento y educación financiera. Nuestro generoso programa de tiempo libre remunerado en Canadá incluye feriados, vacaciones, días personales y días por enfermedad, y ofrecemos la gama completa de ausencia laboral reglamentaria. Si se está postulando para este puesto en los EE. UU., póngase en contacto con [e-mail] para obtener más información sobre las disposiciones relativas al tiempo libre remunerado específicas de EE. UU.

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