Advisor Onboarding Specialist at Manulife (Ontario)

Advisor Onboarding Specialist at Manulife (Ontario)

08 Oct
|
Manulife/John Hancock
|
Ontario

08 Oct

Manulife/John Hancock

Ontario

Support advisors in transitioning to Manulife Wealth Inc. This hybrid role requires strong organizational skills and attention to detail for a seamless onboarding experience.

As an Advisor Onboarding Specialist at Manulife, you will coordinate onboarding activities for new advisors. You will maintain accurate records, support compliance documentation, and partner with internal teams to ensure effective transitions. This position focuses on building strong relationships with advisors to enhance their onboarding journey.

Key Responsibilities:
• Coordinate onboarding for new advisors transferring to Manulife Wealth Inc.
• Accurately input and maintain data for advisors and clients
• Collaborate with Compliance, IT, and Operations departments




• Serve as the main point of contact for onboarding inquiries
• Manage feedback from advisors to optimize processes

Requirements:
• 1-3 years in operations or advisor support
• Post-secondary education in Business or related field
• Robust attention to detail and documentation skills
• Excellent communication and problem-solving abilities
• Ability to travel across Canada up to 30%

Bring your organizational prowess and communication skills to enhance the advisor experience at Manulife.
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📌 Advisor Onboarding Specialist at Manulife (Ontario)
🏢 Manulife/John Hancock
📍 Ontario

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