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Added 2 mins ago
RB
Associate
Royal Bank of Canada
Montreal, QC
- Full-time
The RBC Dominion Securities Montréal Uptown branch is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.
Added 2 mins ago
RB
Associate
Royal Bank of Canada
Laval, QC
- Full-time
The RBC Dominion Securities Laval branch is looking for a resourceful, efficient, and collaborative individual to join our leading wealth management firm as an Associate.
Added 2 mins ago
RB
Associate Advisor
Royal Bank of Canada
Laval, QC
- Full-time
RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will deepen…
Added 2 mins ago
RB
Associate Advisor
Royal Bank of Canada
Sherbrooke, QC
- Full-time
RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will deepen…
Added 2 mins ago
TT
Retail Store Coordinator (Permanent) - Winners/ HomeSense Beacon Hill
The TJX Companies, Inc.
Calgary, AB
- Full-time
Relevant Experience – 1-2 years in retail or service, with a strong grasp of customer needs and operational processes.
Added 2 mins ago
TT
Retail Sales Associate
The TJX Companies, Inc.
Orangeville, ON
- Full-time
…environment. Whether you’re starting your career or already have experience, we’re excited to work with you and help you…
Added 2 mins ago
HB
Part Time Sales Associate - BOSS Outlet, McArthur Glen
HUGO BOSS Canada, Inc.
Richmond, BC
- Part-time
- Other
Become a brand ambassador and be part of a team that works with passion, ambition and expertise to create excellent customer experiences. Be among the first to bring our collections from…
Added 2 mins ago
TH
Cashier Part-Time - 7255 Cranbrook
The Home Depot
Cranbrook, BC
- Part-time
Using the GET Involved approach to customer service, front-end associate greets each customer, engages them during the transaction and thanks the customer for their business.
Added 2 mins ago
TH
Workforce Strategy & Transformation Lead
The Home Depot
Canada
- Full-time
Support a positive associate experience by ensuring workforce initiatives are fair, consistent, and aligned with company values.
Added 2 mins ago
TH
Merchandising Execution Associate Part Time - 7255 Cranbrook
The Home Depot
Cranbrook, BC
- Part-time
…organization, and display/signage maintenance designed to enhance the customer experience. MEAs execute merchandising strategies and ensure product is displayed correctly to drive sales and…
Added 14 mins ago
FR
Condominium Manager
FirstService Residential Canada
Toronto, ON
- Full-time
Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace…
Added 14 mins ago
GD
DYNAMITE - Sales Associate PT - Devonshire Mall
Groupe Dynamite
Windsor, ON
- Full-time
Reporting to the Store Manager, your main focus as Sales Associate is to provide an exceptional shopping experience to each customer, and build long term relationships with each customer.…
Added 14 mins ago
FR
Assistant Condominium Manager
FirstService Residential Canada
Mississauga, ON
- Full-time
Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace…
Added 14 mins ago
H
AI Solutions Architect
Hays
Toronto, ON
- Contract
You will support multiple concurrent initiatives, including enterprise integration, customer information platforms, and AML/Risk/Finance/Treasury programs.
Added 14 mins ago
OF
Retail Sales Advisor - Bolton
Oak Furnitureland
Bolton, ON
- £45,000 to £50,000 GBP / year
- Full-time
…from our broad range of products. They achieve this with every customer by being commercially minded and adopting a consultative sales approach using their expert knowledge of our…
Added 14 mins ago
FR
Condominium Manager
FirstService Residential Canada
Toronto, ON
- Full-time
Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace…
Added 14 mins ago
MP
Customer Service Representative - 18 month contract
Mauser Packaging Solutions
Oakville, ON
- Full-time
1-3 years of customer service experience required
Added 16 mins ago
R
Associate Advisor
RBC
Vancouver, BC
- Full-time
The RBC Dominion Securities Inc. (“RBC DS”) Branch located in downtown Vancouver is looking for an experienced Associate Advisor to join a premier Portfolio Manager (“PM”) team by providing…
Added 16 mins ago
T
Customer Experience Associate
TD
Ottawa, ON
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 16 mins ago
SR
Equipment Rental Specialist
Sunbelt Rentals, Inc.
Fort McMurray, AB
- Full-time
Related experience may include: Account Manager, Rental Sales, Parts Sales, Service Manager, Customer Service Representative, Construction Manager, Tools Manager, Counter Sales…
Added 16 mins ago
SR
Warehouse Associate
Sunbelt Rentals, Inc.
Burnaby, BC
- Full-time
Sunbelt Rentals strives to be the customer's first choice in the equipment rental industry. From pumps to scaffolding to general construction tools, we aim to be the only call needed to…
Added 16 mins ago
SR
Yard Associate
Sunbelt Rentals, Inc.
Winnipeg, MB
- Full-time
Sunbelt Rentals strives to be the customer's first choice in the equipment rental industry. From pumps to scaffolding to general construction tools, we aim to be the only call needed to…
Added 16 mins ago
SR
Yard Associate
Sunbelt Rentals, Inc.
Oliver, BC
- Full-time
Sunbelt Rentals strives to be the customer's first choice in the equipment rental industry. From pumps to scaffolding to general construction tools, we aim to be the only call needed to…
Added 16 mins ago
C
Associate Financial Advisor
CIBC
Timmins, ON
- Full-time
Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory R
Added 16 mins ago
C
Associate Financial Advisor
CIBC
King City, ON
- Full-time
Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

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.

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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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