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Added 1 hour ago
T
PIA Client Service Associate
TD
Kamloops, BC
- Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Rimouski, QC · Caisse Desjardins de Rimouski
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
IB
Manager, Human Resources (Calgary or Edmonton)
Indigo Books & Music
Calgary, AB
- $90,000 to $110,000 CAD / year
- Full-time
Act as the primary HR advisor and advocate for assigned client groups, ensuring effective implementation, communication, and adoption of enterprise and retail people programs including…
Added 1 hour ago
J
Account Manager
JobsMedia.io
Montreal, QC
- Full-time
Our client specializes in developing solutions for medium and large enterprises.
Added 1 hour ago
Toronto Showroom - Expression of Interest
CullenUS
Toronto, ON
Client Advisor: host one-on-one consultations in person and online. Guide clients through design and customisation, prepare quotes and look after aftercare. Full-time and part-time roles…
Added 1 hour ago
S
Paid Services Beauty Advisor - Part Time
sephora.com
Richmond Hill, ON
- $19.7 to $23.2 CAD / hour
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 1 hour ago
S
Services Lead, Stores - Full Time
sephora.com
Winnipeg, MB
- $20.8 to $24.45 CAD / hour
- Full-time
…team execute Sephora’s selling model and provide outstanding client service so that the store achieves and exceeds company objectives. In addition, you…
Added 1 hour ago
S
Beauty Advisor - Part Time
sephora.com
Langford, BC
- $19.85 to $24.8 CAD / hour
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 1 hour ago
S
Beauty Advisor - Full Time
sephora.com
Thunder Bay, ON
- $18.2 to $21.4 CAD / hour
- Full-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 1 hour ago
OC
Production Techgronomist
Olds College
Olds, AB
- $70,000 to $80,000 CAD / year
- Full-time
…field-level agronomy, the role requires strong business acumen and client relations skills, collaborating directly with researchers, students, and industry partners to translate complex…
Added 2 hours ago
PE
Solar Energy Advisor
Polaron Energy
Toronto, ON · North York, ON
- Full-time
Excellent communication skills - able to translate technical knowledge into clear, compelling client conversations.
Added 2 hours ago
SM
Sales Consultant
Steve Marshall Group
Campbell River, BC
- $65,000 to $125,000 CAD / year
Added 2 hours ago
Manager, Talent Partnerships
Later
Vancouver, BC
You’ll partner closely with Strategy, Client Services, and Sales to ensure talent is not an afterthought, but a core lever in every program we build. At the same time, you’ll cultivate deep…
Added 2 hours ago
RB
Client Experience Associate
Royal Bank of Canada
Collingwood, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering…
Added 2 hours ago
AI
Human Resources Business Partner
ATS Industrial Automation
Woodbridge, ON
- Full-time
…individual will provide human resources support for specific client groups and disciplines within the Industrial Automation – Test division in Woodbridge, Ontario including central…
Added 2 hours ago
S
Services Lead, Stores - Full Time
sephora.com
Calgary, AB
- $20 to $23.55 CAD / hour
- Full-time
…team execute Sephora’s selling model and provide outstanding client service so that the store achieves and exceeds company objectives. In addition, you…
Added 2 hours ago
M
Accountant, Assurance and Accounting (Fall 2027)
MNP
Chilliwack, BC
- $50,000 to $65,000 CAD / year
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 3 hours ago
SM
Processing Center Advisor - GOAPRDJP000001031
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
Client: Government of Alberta – GOAPRDJP000001031
Added 3 hours ago
SM
GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
We are seeking a Processing Center Advisor to support the Government of Alberta’s government-funded child care programs. This primarily remote role will focus on reviewing funding claims,…
Added 3 hours ago
SM
GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
We are seeking a Processing Center Advisor to support the Government of Alberta’s government-funded child care programs. This primarily remote role will focus on reviewing funding claims,…
Added 3 hours ago
SM
GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
We are seeking a Processing Center Advisor to support the Government of Alberta’s government-funded child care programs. This primarily remote role will focus on reviewing funding claims,…
Added 3 hours ago
EJ
CA Financial Advisor
Edward Jones
Castlegar, BC
- $38,500 to $100,000 CAD / year
- Full-time
…estate strategies, funding education and more. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by a client support team, a home-office team…
Added 3 hours ago
EJ
CA Financial Advisor
Edward Jones
Nelson, BC
- $38,500 to $100,000 CAD / year
- Full-time
…estate strategies, funding education and more. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by a client support team, a home-office team…
Added 3 hours ago
EJ
CA Financial Advisor
Edward Jones
Salmon Arm, BC
- $38,500 to $100,000 CAD / year
- Full-time
…estate strategies, funding education and more. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by a client support team, a home-office team…
Added 3 hours ago
A
Everyday Banking Advisor - Spirit River
ATB
Spirit River, AB · Rycroft, AB
- Full-time
Ready to Make a Real Difference? Join ATB as an Everyday Banking Advisor!

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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