Manulife is a leading international financial services provider, helping people make decisions easier and lives better. Help shape the future you want to see — and discover that better can take you anywhere you want to go.
Position Responsibilities:
Communication and Coordination
- Serve as a liaison between advisors and the firm, effectively communicating changes, updates, and new product/service launches.
- Coordinate with internal support teams to ensure advisors have access to the necessary resources and support.
- Working with regional teams across the Country to provide consistent messages and instructions.
- Keeping apprised of changes and communication within the company to provide an effective network of current information.
- Participating and presenting at local market and regional events.
Advisor Support
- Assist Regional Leads in supporting advisory teams within the region.
- Maintain ongoing relationships with advisors to address their needs and concerns.
- Assist advisors to increase and maintain business growth rate, improve client retention, as well as improve their staff development and retention.
- Work closely with the branch supervision team to help advisors with their regulatory obligations.
- Manage advisor exits, terminations or other licensed team members off-board, working closely with registrations and other internal teams.
Strategic Planning and Execution
- Assist in the development and execution of regional strategies that support the broader goals of the firm.
- Collaborate with Regional Leads to identify growth opportunities and implement action plans.
- Work closely with Regional Leads to implement tailored strategies for various segments of Advisors.
Relationship Management
- Foster strong, trust-based relationships with branches, advisors and their teams and internal stakeholders.
- Act as a primary point of contact for top priority advisory teams in the region, addressing inquiries and resolving issues promptly.
Advisor Onboarding
- Lead the onboarding process in the local market for new advisors, ensuring a smooth transition into the firm's ecosystem.
- Work closely with the onboarding and transition teams to create a seamless experience.
- Be the lead coordinator in the region for all new advisory teams working collaboratively with all internal groups and teams.
Transition and Succession Planning
- Support advisors in transition and succession planning to ensure continuity and success.
- Work with advisors to develop strategic plans that align with their goals and the firm's objectives.
- Support advisory transitions across business types and registration categories.
- Work closely with internal partners on execution of corporate advisor successions.
Process Improvement
- Identify opportunities for improving processes and enhancing the advisor experience.
- Gather feedback from advisors to inform service and product development.
- Supporting advisor teams with any changes/updates to processes.
Leadership and Team Development
- Provide guidance and mentorship to advisory teams to enhance their skilled growth and development.
- Participate in training sessions, workshops, and webinars for advisors and their teams.
- Promote a positive and inclusive team culture amongst advisory teams that encourages collaboration and innovation.
- Foster a culture of continuous learning and encourage knowledge sharing among the advisor community.
Performance Monitoring and Reporting
- Monitor and evaluate the performance of advisory teams, providing feedback and support to drive improvement.
- Prepare regular reports on regional performance and advisor satisfaction for senior and executive management.
Service & Referral Programs
- Manage inter-organizational synergies and opportunities.
- Engage with senior leadership and external partners to provide updates, gather feedback, and ensure alignment on business priorities.
Required Qualifications:
- Bachelor’s degree in business administration, or a related field.
- Minimum of 5+ years of experience in supporting advisors, preferably in a corporate or advisory setting.
- Proficient in MS Office Suite
- Excellent verbal and written communication skills.
- Familiarity with advisor operating models.
- Ability to manage multiple teams and providing service beyond expectations.
- The successful candidate will berequired to communicate in English and Frenc