Senior Advisor Onboarding & Transitions Specialist
The Sr. Advisor Onboarding & Transitions Specialist is a critical, multi-functional role within the Manulife Wealth Business Development organization. The role supports new advisors joining Manulife Wealth and provides key onboarding and transition support to existing advisors across Canada. This position reports to the Manager, Advisor Onboarding & Transitions and directly supports the initiatives being managed and the accompanying change management.

Position Responsibilities:

Conduct proactive outbound calls to potential advisor recruits, effectively communicate the Manulife Wealth value proposition, and secure appointments for follow-up conversations with field leaders and recruiters.

Execute the end-to-end recruiting process and support recruiting, contracting, transitions, and onboarding for advisors moving from other firms to Manulife Wealth and other wealth lines of business, ensuring minimal disruption to their businesses.

Manage the end-to-end onboarding process for new advisors, including account setup and integration with existing systems.

Support new advisors as they transition their books of business to Manulife Wealth Inc. and other wealth lines of business.

Collaborate with team members to implement best practices and improve overall efficiency.

Partner with key stakeholders to ensure 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, address challenges, and help ensure 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.

Required Qualifications:

Excellent project management skills, with the ability to manage multiple priorities, onboarding processes, and deadlines.

Proven ability to implement and deliver solutions in complex environments with competing resources and constraints.

Ability to thrive in a high-profile, high-pressure, fast-paced, and deadline-driven environment with limited resources.

Exceptional data-entry skills, with a high degree of accuracy and attention to detail.

Excellent written and verbal communication, presentation, and interpersonal skills, including the ability to manage relationships and escalations effectively.

Solid listening, consultative, relationship-management, teamwork, interpersonal, and leadership skills.ion>??

Preferred Qualifications:

Experience in the financial services industry, preferably with an IIROC- or MFDA-regulated firm, is an asset.





English: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.

Post-secondary degree.

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.

The role being advertised is an existing vacancy.

Referenced Salary Location

Burlington, Ontario

Working Arrangement

ハイブリッド勤務

Salary range is expected to be between

$73,725.00 CAD - $122,875.00 CAD

Employees also have the prospect 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. 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 .

We are expanding our team: As an Insurance Advisor Onboarding & Transitions Specialist, you will coordinate onboarding and transition processes for advisors, ensuring smooth recruitment and activation. You will manage advisor contracting, licensing, and system updates.



Ideal candidates bring experience in insurance operations and strong organizational and communication skills.

We are currently hiring a Transitions Associate to coordinate advisor transition activities and serve as the primary contact throughout the recruitment process. The role involves supporting recruitment, facilitating due diligence, and collaborating with advisors and cross-functional teams. Ideal candidates will have experience in wealth management or recruitment support.

Exciting opportunity for a National Education Consultant to partner with large national clients, enhancing member experience and driving engagement in group retirement plans. Focus on delivering impactful education strategies and communications. Ideal for candidates with strong relationship management skills and experience in group retirement products.

We believe that embracing inclusion is the key to creating a stronger, more resilient organization. It's not just a value - it's a strategic advantage that sets us apart.

マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/ lご覧ください。

マニュライフは機会均等を是とする雇用主です

マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、国民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。

雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、 [email protected] までご連絡をお願いします。

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📌 Senior Advisor Onboarding & Transitions Specialist (Ontario)
🏢 Manulife group
📍 Ontario