**Summary:**
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.
• Strong listening, consultative, relationship-management, teamwork, interpersonal, and leadership skills.




• Detail-oriented approach with strong analytical, creative problem-solving, and complex situation-resolution capabilities.
• Ability to quickly build rapport with advisors and effectively partner with internal stakeholders to drive results.
• Strong knowledge of technology used by advisors, including back-office systems, portfolio-management tools, financial-planning software, and how these systems support an advisor practice.
• Experience managing vendor relationships.
• Ability to travel across Canada approximately 30% of the time.
**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 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._
The role being advertised is an existing vacancy.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor.

Para obtener más información acerca de nosotros, visite
http://www.manulife.com .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad.

Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas.

Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad,



estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.

Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo.

Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud.

Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes.

Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a
[email protected] .
**Referenced Salary Location**
Burlington, Ontario
**Modalidades de Trabajo**
Híbrido
**Salary range is expected to be between**
$73,725.00 CAD - $122,875.00 CAD
Los empleados también tienen la oportunidad de participar en programas de incentivos y recibir una compensación vinculada al rendimiento empresarial e individual.

El salario real variará según las condiciones del mercado local, la geografía y factores relacionados con el puesto como conocimientos, habilidades, requerimientos, experiencia y educación/formación.

Si solicitas este puesto fuera de tu ubicación principal, por favor escríbenos a
[email protected]
para conocer el rango salarial correspondiente a tu ubicación.

Manulife ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar.

También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera.

Nuestro generoso programa de tiempo libre remunerado en Canadá incluye feriados, vacaciones, días personales y días por enfermedad, y ofrecemos la gama completa de ausencia laboral reglamentaria.

Si se está postulando para este puesto en los EE. UU., póngase en contacto con
[email protected]
para obtener más información sobre las disposiciones relativas al tiempo libre remunerado específicas de EE. UU.

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 (https://careers.manulife.com/global/en/talentacquisitionprivacystatement) .

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