Senior Advisor Onboarding & Transitions Specialist

Job summary

The Senior Advisor Onboarding & Transitions Specialist manages the end-to-end recruiting, contracting, and onboarding process for new advisors joining Manulife Wealth. They provide personalized support to ensure a smooth transition of business books while collaborating with internal stakeholders to improve operational efficiency.

Job details

Position Responsibilities: • Conduct proactive outbound calls to potential advisor recruits, effectively communicate the Manulife Wealth value proposition, and secure appointments for follow-up conversations with field leaders and recruiters. • Execute the end-to-end recruiting process and support recruiting, contracting, transitions, and onboarding for advisors moving from other firms to Manulife Wealth and other wealth lines of business, ensuring minimal disruption to their businesses. • Manage the end-to-end onboarding process for new advisors, including account setup and integration with existing systems. • Support new advisors as they transition their books of business to Manulife Wealth Inc. and other wealth lines of business. • Collaborate with team members to implement best practices and improve overall efficiency. • Partner with key stakeholders to ensure all new advisors receive comprehensive training and support during their transition period. • Develop and maintain recruiting, contracting, and onboarding materials and resources to facilitate the process. • Provide personalized support to advisors during their transition, address challenges, and help ensure smooth integration. • Implement innovative solutions to streamline processes and enhance advisor satisfaction. • Foster strong relationships with internal stakeholders, including recruitment, training, compliance, and IT teams. • Ensure clear and consistent communication throughout the onboarding and transition process. • Provide continuous support to existing advisors, addressing their transition needs throughout their careers. • Must be Fluent in French Required Qualifications: • Excellent project management skills, with the ability to manage multiple priorities, onboarding processes, and deadlines. • Proven ability to implement and deliver solutions in complex environments with competing resources and constraints. • Ability to thrive in a high-profile, high-pressure, fast-paced, and deadline-driven environment with limited resources. • Exceptional data-entry skills, with a high degree of accuracy and attention to detail. • Excellent written and verbal communication, presentation, and interpersonal skills, including the ability to manage relationships and escalations effectively. • Strong listening, consultative, relationship-management, teamwork, interpersonal, and leadership skills. • Detail-oriented approach with strong analytical, creative problem-solving, and complex situation-resolution capabilities. • Ability to quickly build rapport with advisors and effectively partner with internal stakeholders to drive results. • Strong knowledge of technology used by advisors, including back-office systems, portfolio-management tools, financial-planning software, and how these systems support an advisor practice. • Experience managing vendor relationships. • Ability to travel across Canada approximately 30% of the time. Preferred Qualifications: Experience in the financial services industry, preferably with an IIROC- or MFDA-regulated firm, is an asset. English:Bilingualism (English and French) is a strong asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec. Post-secondary degree. 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. The role being advertised is an existing vacancy. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html. Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com. Referenced Salary Location Montreal, Quebec Working Arrangement Hybrid Base salary range is expected to be between $71,475.00 CAD - $119,125.00 CAD Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location. Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact hr@manulife.com for more information about U.S.-specific paid time off provisions. We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

What you’ll do

The Senior Advisor Onboarding & Transitions Specialist manages the end-to-end recruiting, contracting, and onboarding process for new advisors joining Manulife Wealth. They provide personalized support to ensure a smooth transition of business books while collaborating with internal stakeholders to improve operational efficiency.

Requirements

Candidates must possess excellent project management skills, strong data-entry accuracy, and the ability to thrive in a fast-paced, high-pressure environment. Proficiency in both English and French is required, along with a post-secondary degree and experience in the financial services industry.

Benefits

• Health insurance
• Dental insurance
• Mental health support
• Vision insurance
• Short-term disability
• Long-term disability
• Life insurance
• AD&D insurance
• Wellness benefits
• Employee assistance plan
• Retirement savings plan
• Pension plan
• Global share ownership plan
• Paid time off

Listed skills

• Project management · Preferred
• Onboarding · Preferred
• Data entry · Preferred
• Communication · Preferred
• Problem solving · Preferred
• Leadership · Preferred
• Teamwork · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Project management
• Onboarding
• Recruiting
• Relationship management
• Data entry
• Communication
• Presentation skills
• Problem-solving
• Analytical skills
• Financial planning software
• Portfolio management tools
• Vendor management
• Consultative skills
• Leadership
• Teamwork
• Bilingualism
• Project Management
• English Language
• Innovation
• Detail Oriented
• Financial Services
• French Language
• Interpersonal Communications
• International Finance
• Portfolio Management
• Data Entry
• Ability To Meet Deadlines
• Time Off Management
• Verbal Communication Skills
• Vendor Relationship Management
• Relationship Management
• Mental Health
• Information Gathering
• Financial Planning
• Bilingual (French/English)
• Workplace Inclusivity
• Value Propositions
• Outbound Calls
• Rapport Building
• Creative Problem Solving
• Financial Education

Job areas

• Finance & Accounting
• Human Resources
• Management & Leadership
• Customer Service & Support
• Consulting
• Human Resources Onboarding Specialist
• Human Resources Specialist
• Personnel and Careers Professionals
• Human Resources Specialists

More jobs from Manulife