Sr. Advisor Onboarding & Transition Specialist

Job Description

Overview

Sr. Advisor Onboarding & Transition Specialist at Manulife

The Sr. Advisor Onboarding & Transitions Specialist is a critical and multi-functional role within Manulife Wealth business development organization. This role supports our new advisors joining Manulife Wealth and Manulife Wealth Insurance Services and provides key onboarding & transition support to existing advisors based across Canada.

Responsibilities

• Conduct proactive outbound calls to potential advisor recruits, effectively communicating the value proposition of Manulife Wealth and securing appointments for follow-up conversations with field leaders and recruiters.
• Execute on the end-to-end recruiting process (Recruiting, contracting, transitions and onboarding) for advisors moving from other firms to Manulife Wealth (and other wealth lines of businesses), ensuring minimal disruption to their business.
• Manage the end-to-end onboarding process for new advisors, including account setup and integration with existing systems.
• Act as support for our new advisors transitioning their books of business to Manulife Wealth Inc. and other wealth lines of businesses.
• Collaborate with team members to implement best practices and improve overall efficiency.
• Collaborate with key partners to ensure that 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, addressing any challenges and ensuring a 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.

Preferred Qualifications

• Ability to quickly build rapport with advisors.
• Strong knowledge of technology used by advisors including back-office systems, portfolio management tools, financial planning software, etc. and how they fit into an advisor practice.
• Experience in managing vendor relationships.
• Ability to effectively partner with internal stakeholders to drive results.
• Thrives in a dynamic and fast paced, deadline driven environment.
• Team player with solid interpersonal and leadership skills.
• Strong written and verbal communication and presentation skills.
• Strong listening, consultative, and relationship management skills.
• Detail oriented, analytical and problem-solving capabilities.
• Ability to resolve diverse complex situations creatively.

Required Qualifications

• Post-secondary degree.
• Excellent project management skills with the ability to handle multiple priorities and deadlines.
• Proven ability to implement and deliver solutions in complex environment with competing resources & constraints.
• Ability to thrive in a high-profile, high-pressure environment with time-compressed deadlines and limited resources.
• Exceptional data entry skills with a high degree of accuracy and attention to detail.
• Strong organizational and project management abilities to handle multiple onboarding processes simultaneously.
• Excellent communication and interpersonal skills to effectively manage relationships and escalations.
• Experience in the financial services industry preferably with an IIROC or MFDA firm is an asset.
• Ability to travel across Canada around 30% of the time.

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 the Manulife website.

Equal Opportunity Statement

Manulife is an Equal Opportunity Employer. We embrace diversity, strive to attract, develop and retain a workforce that reflects the customers we serve, and foster an inclusive work environment. We are committed to fair recruitment, retention, advancement and compensation, 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. A Human Resources representative will assist applicants requesting reasonable accommodations during the application process. To request an accommodation, contact recruitment@manulife.com.

Salary location: Toronto, Ontario. Working arrangement: Hybrid.

Salary range is expected to be between $73,725.00 CAD - $122,875.00 CAD. Actual salary will vary by location and other factors. Eligible employees may participate in incentive programs.