The Onboarding & Transitions Specialist is responsible for delivering an exceptional advisor onboarding and transition experience from recruitment through activation.

This role manages advisor contracting, licensing validation, transfers, carrier code setup, advisor maintenance, and system updates while serving as a key liaison between advisors, carriers, compliance, field leadership, and internal operational teams.
**Position Responsibilities:**
**Advisor Onboarding**
Coordinate end-to-end onboarding of new advisors joining the MGA.

Review and process advisor contracting packages for completeness and accuracy.

Facilitate advisor setup through internal systems, including Wealth

Serv and carrier platforms.

Partner with Compliance, Technology, and Operations teams to ensure timely activation of advisor profiles and access.
**Transfers & Transitions Management**
Manage advisor transfers, branch transfers, and book-of-business transitions.

Coordinate carrier appointments, code transfers, and advisor maintenance updates.

Track transition activities and proactively communicate status updates to stakeholders.

Ensure all required documentation is obtained and processed within established service standards.
**Licensing & Compliance Support**
Validate advisor licensing requirements and regulatory documentation.

Monitor licensing expiries and deficiencies and support remediation efforts.

Ensure onboarding and transition activities adhere to regulatory, carrier, and internal compliance standards.
**Carrier & Partner Relationship Management**
Liaise with insurance carriers regarding contracting, code requests, and maintenance activities.

Escalate and resolve onboarding and transfer-related issues.

Act as a subject matter expert for carrier onboarding requirements and processes.
**Advisor Service & Support**
Serve as a primary point of contact for advisors during onboarding and transition periods.

Provide guidance on onboarding requirements, timelines, and system access.

Deliver a professional, responsive, and advisor-centric experience.
**Required Qualifications:**
2-5 years of experience in insurance operations, advisor onboarding, contracting, licensing, or transfers.

Post-secondary education in Business, Finance, Insurance, or a related field.

Knowledge of MGA operations, advisor contracting processes, and insurance carriers.

Experience with Wealth

Serv or similar advisor management systems is considered an asset.

Strong understanding of licensing and compliance requirements within the insurance industry.

Excellent organizational, communication, and problem-solving skills.





Demonstrated ability to manage multiple priorities in a fast-paced environment.

Bilingualism (English and French) is a strong asset.

If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.
**Success Measures**
Advisor onboarding turnaround times.

Transfer completion timelines.

Advisor satisfaction and service feedback.

Accuracy of advisor records and data maintenance.

Compliance with regulatory and carrier requirements.

Achievement of operational service standards and productivity targets.
**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.
#LI-Hybrid
The role being advertised is an existing vacancy.
**Giới thiệu về Manulife và John Hancock**
Tập đoàn Manulife Financial là nhà cung cấp dịch vụ tài chính quốc tế hàng đầu giúp mọi người quyết định dễ dàng hơn và có cuộc sống vẹn toàn hơn. Để tìm hiểu thêm về chúng tôi, hãy truy cập
https://www.manulife.com.vn/ .
**Manulife là Nhà sử dụng lao động không phân biệt đối xử**
Tại Manulife/John Hancock, chúng tôi luôn đón nhận sự đa dạng.

Chúng ta cố gắng thu hút, phát triển và duy trì lực lượng lao động đa dạng tương tự như những khách hàng mà chúng ta phục vụ, đồng thời thúc đẩy một môi trường làm việc hòa nhập, đề cao thế mạnh của từng nền văn hóa và cá nhân.

Chúng ta cam kết tuyển dụng, duy trì, thăng tiến và trả lương một cách công bằng. Đồng thời, chúng ta quản lý tất cả các hoạt động và chương trình của mình mà không phân biệt đối xử dựa trên chủng tộc, dòng họ, xuất thân, màu da, nguồn gốc dân tộc, quyền công dân, tôn giáo hoặc tín ngưỡng tôn giáo, đức tin, giới tính (bao gồm phụ nữ mang thai và các tình trạng liên quan đến mang thai), xu hướng tính dục, đặc điểm di truyền, tình trạng cựu chiến binh,



bản dạng giới, biểu hiện giới, tuổi tác, tình trạng hôn nhân, tình trạng gia đình, khuyết tật hoặc bất kỳ căn cứ nào khác được pháp luật hiện hành bảo vệ.
Ưu tiên của chúng ta là loại bỏ các rào cản để đem lại cơ hội tiếp cận việc làm bình đẳng. Đại diện Bộ phận Nhân sự sẽ làm việc với những ứng viên có yêu cầu điều chỉnh hợp lý trong quá trình ứng tuyển. Tất cả thông tin được chia sẻ trong quá trình yêu cầu điều chỉnh sẽ được lưu trữ và sử dụng tuân theo pháp luật hiện hành và chính sách của Manulife/John Hancock. Để yêu cầu điều chỉnh hợp lý trong quá trình ứng tuyển, hãy liên hệ với
[email protected] .
**Referenced Salary Location**
Toronto, Ontario
**Working Arrangement**
Kết hợp
**Salary range is expected to be between**
$55,125.00 CAD - $91,875.00 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
[email protected]
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 perks, 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
[email protected]
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 (https://careers.manulife.com/global/en/talentacquisitionprivacystatement) .

📌 Insurance Advisor Onboarding & Transitions Specialist (Halifax Regional Municipality)
🏢 Manulife
📍 Halifax Regional Municipality