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Added 4 mins ago
CR
Security Screening Clerk - SP0242
Canada Revenue Agency - Agence du revenu du Canada
ON · Ontario, Canada
- Full-time
We encourage you to complete the EEDI Staffing questionnaire as part of your application if you wish to be considered for appointments using the EE and/or DI staffing requirement in this…
Added 7 mins ago
C
Financial Advisor Trainee
Co-operators
Oshawa, ON
- Full-time
…enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our…
Added 7 mins ago
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Retail Sales Manager
Co-operators
AB · MB · SK · BC · Edmonton, AB
- Full-time
…enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our…
Added 7 mins ago
BF
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Victoria, BC
- Full-time
The BCFMA is currently looking for qualified candidates to join our Enrolment Services Advisor team in our Victoria office.
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- Part-time
As the Sales Advisor, you are the friendly face that greet our customers and embody the heart of our brand.
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Sales Associate
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Added 18 mins ago
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Technology Procurement Leader
illumin
Toronto, ON · Greater Toronto Area, Canada
- $120,000 to $140,000 CAD / year
- Full-time
This is a full-time, hybrid position, working in our Toronto office three days per week.
Added 21 mins ago
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Human Resources Advisor - Conseiller ou Conseillère en ressources humaines
Canadian Museum of Nature - Musée canadien de la nature
Ottawa, ON
- Full-time
The Human Resources Advisor works as part of a collaborative HR team providing practical, hands-on advice and support to managers and employees across the Museum. The Advisor serves a…
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Outside Sales- Parts & Service- Refuse Equipment
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Increase year over year part sales growth, parts gross margin and diversification in product and customer base
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Mississauga, ON
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Grant Advisor
Government of Alberta
AB · Edmonton, AB
- Full-time
…communities across Alberta? The Housing Division is seeking a Grant Advisor to join the Strategic Capital Planning and Programs…
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Sales Associate
COS
Montreal, QC
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Added 50 mins ago
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- $22 to $25 CAD / hour
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Maple Ridge Volkswagen is proud to be a part of the AutoCanada dealership network. AutoCanada is the largest Canadian owned and publicly traded automotive dealer group operating in Canada…
Added 52 mins ago
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Portfolio Management Consultant, FP
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- Full-time
…allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience,…
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Added 52 mins ago
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…of transportation in Canada. Working for VIA Rail is being a part of a collective effort in sustainable…
Added 52 mins ago
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Associate Financial Advisor
CIBC
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- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 52 mins ago
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Associate Financial Advisor
CIBC
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Solutions Architect (Individual Wealth - Application Delivery)
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…Architect will play a key role in our team by serving as a trusted advisor to our internal clients and partnering with the business to enable and support…
Added 1 hour ago
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Added 1 hour ago
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Added 1 hour ago
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Manulife

Advisor Onboarding Associate

Toronto, ON, Canada
Burlington, ON, Canada

$62,850.00 CAD - $104,750.00 CAD · Full-time

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Job details

Pay: $62,850.00 CAD - $104,750.00 CAD
Job type: Full-time
Apply by: Oct 12, 2026
Experience: Minimum of 1-3 years of experience in operations, advisor support, or financial services.
Posting language: English
Posted: Oct 5, 2026

Original job description

Summary:

The Advisor Onboarding and Transition professional supports advisors as they transition their books of business to Manulife Wealth Inc. and other wealth lines of business. This role coordinates onboarding activities, maintains accurate advisor and client information, supports regulatory documentation, and partners with internal teams to deliver a seamless and positive transition experience.

Position Responsibilities:

Act as support for advisors transitioning their books of business to Manulife Wealth Inc. and other wealth lines of business.

Lead onboarding and transition activities for standard and lower-complexity advisor recruits and smaller practices.

Support larger, more complex advisor transitions under the guidance of senior team members and leadership.

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 onboarding activities for new advisors, including account setup and integration with existing systems.

Coordinate with internal departments such as Compliance, IT, Licensing, and Operations to facilitate a seamless transition.

Serve as a primary point of contact for onboarding-related inquiries and assist in resolving issues throughout the onboarding process.

Escalate complex onboarding challenges, exceptions, and risks as appropriate.

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 questions and facilitate timely solutions.

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.

Support onboarding meetings, training sessions, advisor events, and transition-related activities as required.

Required Qualifications:

Post-secondary degree or diploma in Business, Finance, Administration, or a related field.

Minimum of 1-3 years of experience in operations, advisor support, or financial services.

Exceptional attention to detail with strong data accuracy and documentation management skills.

Strong organizational and coordination skills with the ability to manage multiple onboarding activities simultaneously.

Excellent communication and interpersonal skills with a client-focused approach.

Strong problem-solving skills and ability to navigate changing priorities in a fast-paced environment.

Demonstrated ability to work collaboratively across multiple teams and stakeholders.

Ability to thrive in a high-profile, deadline-driven environment.

Ability to travel across Canada up to 20%-30% of the time.

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

Burlington, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$62,850.00 CAD - $104,750.00 CAD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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. 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.

Apply About employer

More about this job

Responsibilities

The Advisor Onboarding Associate coordinates the transition of advisor books of business to Manulife Wealth Inc. by managing onboarding activities and maintaining accurate client information. They serve as a primary point of contact for advisors while collaborating with internal departments like Compliance, IT, and Operations to ensure a seamless transition.

Requirements

Candidates must possess a post-secondary degree or diploma in Business, Finance, or Administration along with 1-3 years of experience in operations or financial services. Strong attention to detail, organizational skills, and the ability to work in a fast-paced, deadline-driven environment are essential.

Skills

Onboarding
Transition management
Data accuracy
Documentation management
Compliance
Regulatory standards
Account setup
Relationship management
Problem-solving
Communication
Interpersonal skills
Client-focused
Organizational skills
Coordination
Financial services operations

Benefits

Health insurance
Dental insurance
Mental health support
Vision insurance
Short-term disability
Long-term disability
Life insurance
AD&D insurance
Adoption/surrogacy benefits
Wellness benefits
Employee/family assistance plans
Retirement savings plans
Pension
Global share ownership plan
Financial education and counseling
Paid time off
Holidays
Vacation
Personal days
Sick days

Visa sponsorship

Not detected in the job text

Keywords

Onboarding
Wealth management
Financial services
Compliance
Regulatory documentation
Operations
Advisor support
Data management
Client relations
Transition management
Business administration
Finance
IT integration
Licensing
Stakeholder management
Process enhancement

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