Be a key player in advisor transitions at Manuvie with the Transitions Associate role in Burlington, Ontario. You'll coordinate advisor activities, manage essential paperwork, and ensure seamless transitions in a hybrid work model.

In this crucial role, you'll support advisors from recruitment to successful implementation of transition processes. You'll leverage your knowledge of licensing, regulatory frameworks, and relationship management to guide advisors through the transition lifecycle. This position is ideal for someone organized and detail-oriented, ready to partner with diverse teams to facilitate smooth transitions.

Key Responsibilities:
• Coordinate advisor transition activities from recruitment to implementation
• Serve as the main contact for advisors during transitions




• Support recruitment efforts with operational assistance
• Facilitate due diligence and required approval processes
• Monitor transition activities and resolve issues promptly

Requirements:
• Post-secondary degree in Business or related field
• 1-3 years experience in wealth management or operations
• Knowledge of advisor licensing and registration
• Solid relationship management and communication skills
• Ability to manage multiple priorities effectively

Drive advisor success and enhance the transition experience with your skills at Manuvie.
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📌 Transitions Associate at Manuvie (Ontario)
🏢 Société Financière Manuvie
📍 Ontario