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. 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.

Liaise with insurance carriers regarding contracting, code requests, and maintenance activities.

Advisor

Service & Support Serve as a primary point of contact for advisors during onboarding and transition periods. 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 WealthServ or similar advisor management systems is considered an asset. ~ Strong understanding of licensing and compliance requirements within the insurance industry. ~ 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. 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.



We’ll recognize and support you in a versatile 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. #我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 [email protected],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 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. please contact [email protected] 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.

Please refer to our personal information collection statement. #

📌 Insurance Advisor Onboarding & Transitions Specialist (Toronto)
🏢 Manulife group
📍 Toronto