Advisor Onboarding Specialist

The Advisor Onboarding Specialist is a critical and multi-functional role within Manulife Wealth business development organization. This role supports our new advisors joining Manulife Wealth and providing key onboarding & transition support to existing advisors based across Canada.

How will you create impact?

This position reports to the Manager, Advisor Onboarding of Manulife Wealth and directly supports the initiatives being managed and the accompanying change management.

Position Responsibilities:

• Act as support for our new advisors transitioning their books of business to Manulife Wealth Inc
• Accurately input and maintain advisor and client information in internal systems
• Ensure all compliance and legal documentation is completed and stored securely, adhering to regulatory standards.
• Manage the end-to-end onboarding process for new advisors, including account setup and integration with existing systems.
• Coordinate with internal departments such as Compliance, IT, and Operations to facilitate a seamless transition
• Serve as the primary point of contact for resolving onboarding-related issues and escalations
• Proactively identify potential challenges and implement solutions to mitigate risks during the transition process
• Build and maintain strong relationships with transitioning advisors to ensure a positive onboarding experience
• Act as a liaison between advisors and internal teams to address any concerns promptly
• Gather feedback from advisors regarding their onboarding experience and identify opportunities for process enhancements
• Collaborate with team members to implement best practices and improve overall efficiency

Qualifications:

• Post-secondary degree
• Minimum of 3-5 years in client onboarding or operations within the financial services industry.
• Experience in the financial services industry preferably with an IIROC or MFDA firm is an asset
• Exceptional data entry skills with a high degree of accuracy and attention to detail
• Strong organizational and project management abilities to handle multiple onboarding processes simultaneously
• Excellent communication and interpersonal skills to effectively manage relationships and escalations.
• Proficiency in CRM software and other relevant tools.
• Ability to thrive in a high profile, high pressure environment with time-compressed deadlines and limited resources
• Ability to travel across Canada (but mainly in Ontario) around 20% - 30% of the time

Primary Location: Toronto, Ontario

Working Arrangement: Hybrid

Salary range is expected to be between: $61,350.00 CAD - $102,250.00 CAD

If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

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.