Become an Advisor Onboarding Specialist with Manulife in Burlington, Ontario. This hybrid role focuses on supporting advisors through their transition to Manulife Wealth Inc. and ensuring compliance across the onboarding process.
As part of the onboarding and transition team, you will coordinate activities for recent advisors and maintain accurate information in internal systems. This position involves supporting both standard and complex transitions, while partnering with various internal teams to enhance the advisor experience.
Key Responsibilities:
• Support advisors transitioning to Manulife Wealth Inc.
• Lead onboarding for standard advisor recruits
• Maintain accurate advisor and client data
• Ensure compliance with regulatory standards
• Provide primary contact for onboarding inquiries
Requirements:
• Post-secondary degree or diploma
• 1-3 years in operations or advisor support
• Strong organizational and coordination skills
• Excellent communication and problem-solving abilities
• Ability to travel within Canada up to 30%
Support advisors as they transition to success with Manulife by leveraging your organizational and communication skills.
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📌 Advisor Onboarding Specialist at Manulife (Ontario)
🏢 Société Financière Manuvie
📍 Ontario
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