Advisor Transitions Specialist

The Advisor Transition Specialist is a critical and multi-functional role within Advisory Services’ business development organization.  This role provides key transition support for our existing advisor base.

Position Responsibilities

• Work closely with the field team and act as key Head Office relationship support

• Act as support for existing advisors during a transition at Manulife Wealth Inc.

• Welcome program

• Responsible for managing Business Initiation kits to be available to new advisors in a timely manner

• Responsible for managing stationery and signage needs for advisors

• Track activities created by proactive conversations with new advisors in Salesforce

• Oversee and manage MFD to ID process and act as a resource to advisors transitioning from MFD to ID

• Manage advisor relocations

• Manage Book Buys for dealer

• Updating policies and procedures

Required Qualifications

• 3-5 years' experience within the industry

Preferred Qualifications

• Friendly, flexible, and able to deal with a lot of different personalities

• Ability to work well under pressure

• Exceptional communication skills

• Background in financial services, advisor services, compliance, registration, etc. 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.

#LI-WAM

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 [email protected].

Oakville, Ontario

Hybrid

Salary range is expected to be between

$53,775.00 CAD - $89,625.00 CAD

If you are applying for this role outside of the primary location, please contact [email protected] 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. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.