Elevate your career with Manulife as a Transition Associate in Burlington, Ontario. This hybrid role involves managing advisor transitions through registration and operational support, ensuring seamless processes.

As a Transition Associate, you will coordinate advisor transitions from recruitment to readiness. Your responsibilities include providing guidance on registration requirements, facilitating due diligence, and supporting licensing processes. Collaborating with various teams is essential to ensure effective transitions while enhancing the advisor experience.

Key Responsibilities:
• Coordinate advisor transition activities from recruitment to implementation
• Guide advisors through registration and licensing processes
• Collaborate with Compliance and Operations teams for readiness




• Develop tailored transition plans to mitigate risks
• Maintain documentation and best practices for transitions

Requirements:
• Post-secondary degree in Business, Finance, or related field
• 1-3 years experience in wealth management or recruiting
• Solid organizational and relationship management skills
• Effective communicator with analytical problem-solving abilities
• Knowledge of advisor registration and licensing processes

Bring your expertise in advisor transitions and operational support to shape the future with Manulife.
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📌 Manulife Transition Associate Role (Ontario)
🏢 Manulife/John Hancock
📍 Ontario