Responsibilities

- Coordinate advisor transition activities from recruitment through registration readiness and transition implementation.
- Serve as a primary point of contact for advisors throughout the transition process.
- Support recruitment efforts by providing transition guidance, operational support, and due diligence coordination throughout the recruitment lifecycle.
- Coordinate and facilitate due diligence activities, ensuring required documentation, information, and approvals are obtained to support informed business decisions.
- Provide guidance regarding advisor registration requirements, licensing pathways, contracting processes, and transition procedures.
- Lead transition activities for assistant upgrades, newly licensed advisors, zero-asset advisors, and lower-complexity recruitment opportunities.
- Develop and execute transition plans tailored to advisor requirements and transition objectives.
- Partner with advisors to identify transition risks and support mitigation strategies.
- Collaborate with Compliance, Registration, Supervision, Operations, Technology, Legal, Training, and Business Development teams to support transition readiness.
- Support advisor transitions involving registration changes, branch relocations, business model conversions, and other transition-related activities.
- Develop and maintain transition resources, process documentation, best practices, and advisor-facing materials.
- Monitor transition activities, elevate issues as appropriate, and support timely resolution.
- Contribute recommendations to improve transition processes, service delivery, and advisor experience.
- Support strategic initiatives, change management activities, and continuous improvement efforts.

Skills





- Working knowledge of advisor registration processes, licensing requirements, and regulatory frameworks.
- Strong relationship management and interpersonal skills.
- Strong organizational and project coordination capabilities.
- Effective communication and stakeholder management abilities.
- Strong analytical, problem-solving, and critical-thinking skills.
- Ability to manage multiple priorities in a fast-paced setting.
- High attention to detail and commitment to service excellence.
- Ability to collaborate effectively across multiple business functions.

Qualifications

- Post-secondary degree in Business, Finance, Commerce, or a related discipline.
- Minimum 1-3 years of experience in wealth management, recruiting support, or related operational functions.
- Demonstrated ability to manage multiple priorities and deliver results in a fast-paced environment.
- Strong communication, relationship management, and stakeholder coordination skills.
- Experience supporting advisor transitions, registration activities, licensing processes, or advisor recruitment activities is an asset.
- Working knowledge of CIRO registration requirements, advisor licensing frameworks, and advisor contracting processes is an asset.

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 flexible 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.

Le poste annoncé correspond à une vacance existante.

À propos de Manuvie et de John Hancock

La Société Financière Manuvie est un chef de file mondial des services financiers qui aide les gens à prendre leurs décisions plus facilement et à vivre mieux. Pour en apprendre plus à notre sujet, rendez vous à l’adresse

Manuvie est un employeur qui souscrit au principe de l’égalité d’accès à l’emploi

Chez Manulife/John Hancock nous valorisons notre diversité. Nous nous efforçons d’attirer, de perfectionner et de maintenir une main d'oeuvre qui est aussi diversifiée que nos clients, et de favoriser la création d’un milieu de travail inclusif qui met à profit la diversité de nos employés et les compétences de chacun. Nous nous engageons à assurer un recrutement, une fidélisation, une promotion et une rémunération équitables, et nous administrons toutes nos pratiques et tous nos programmes sans discrimination en raison de la race, de l’ascendance, du lieu d’origine, de la couleur, de l’origine ethnique, de la citoyenneté, de la religion ou des convictions religieuses, du genre (y compris grossesse et affection liée à une grossesse), de l’orientation sexuelle, des caractéristiques génétiques, du statut d’ancien combattant, de l’identité de genre, de l’expression de genre, de l’âge, de l’état matrimonial, de la situation de famille, d’une invalidité ou de tout autre motif protégé par la loi applica

📌 Transitions associate (Burlington)
🏢 Société Financière Manuvie
📍 Burlington