Join Manulife Wealth as an Onboarding Associate to support advisors in transitioning their businesses. This hybrid role requires strong organizational skills and attention to detail for a seamless onboarding experience.
As an Onboarding Associate, you will assist advisors with their transition to Manulife Wealth Inc. and manage onboarding activities. Your responsibilities include maintaining accurate advisor and client data, supporting regulatory documentation, and coordinating with internal teams for a positive onboarding process.
Key Responsibilities:
• Support advisors transitioning their business effectively
• Lead onboarding for standard and smaller advisor practices
• Maintain accurate data in internal systems
• Ensure compliance and legal documentation is stored securely
• Coordinate onboarding activities and partner with multiple departments
Requirements:
• Degree in Business, Finance, or related field
• 1-3 years in operations or advisor support
• Exceptional attention to detail and data management
• Robust communication skills with a client-focused approach
• Ability to travel across Canada 20%-30%
Utilize your problem-solving abilities and strong coordination skills to enhance the onboarding experience at Manulife Wealth.
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