Enhance the advisor experience with Manulife Financial as an Onboarding & Transitions Specialist. This hybrid role guides new advisors from recruitment to activation, ensuring smooth transitions. As the Onboarding & Transitions Specialist, you will oversee the entire advisor onboarding process, managing contracting, licensing, and maintaining up-to-date records.

Collaborate with Compliance and Operations teams while supporting advisors throughout their transition journey. Your contributions will directly impact the effectiveness and satisfaction of our advisors. Key Responsibilities:

- Coordinate onboarding for new advisors within the MGA
- Review advisor contracting packages for accuracy
- Facilitate setup on systems like WealthServ




- Manage advisor transfers and book-of-business transitions
- Validate licensing requirements and compliance adherence

Requirements:

- 2-5 years in insurance operations or onboarding
- Post-secondary education in Business or related field
- Experience with advisor management systems
- Knowledge of insurance compliance standards
- Bilingualism in English and French is a solid asset

Drive advisor satisfaction and operational excellence at Manulife Financial through your onboarding and transition expertise.

📌 Onboarding Specialist at Manulife Financial (Ontario)
🏢 Manulife
📍 Ontario