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 implementationServe as the main contact for advisors during transitionsSupport recruitment efforts with operational assistanceFacilitate due diligence and required approval processesMonitor transition activities and resolve issues promptlyRequirements:Post-secondary degree in Business or related field1-3 years experience in wealth management or operationsKnowledge of advisor licensing and registrationStrong relationship management and communication skillsAbility to manage multiple priorities effectivelyDrive advisor success and enhance the transition experience with your skills at Manuvie.

📌 Transitions Associate At Manuvie (Burlington)
🏢 Société Financière Manuvie
📍 Burlington