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Added 26 mins ago
T
Investment Advisor I
TD
St. Catharines, ON
- Full-time
TD Wealth Private Investment Advice (TDW PIA) is one of Canada's premier full-service brokerage firms for clients who want to stay involved in decisions about their portfolios. TDW PIA…
Added 26 mins ago
T
Developing Investment Advisor
TD
Calgary, AB
- Full-time
TD Wealth Private Investment Advice (TDW PIA) is one of Canada's premier full-service brokerage firms for clients who want to stay involved in decisions about their portfolios. TDW PIA…
Added 26 mins ago
T
Developing Investment Advisor
TD
AB
- Full-time
TD Wealth Private Investment Advice (TDW PIA) is one of Canada's premier full-service brokerage firms for clients who want to stay involved in decisions about their portfolios. TDW PIA…
Added 26 mins ago
SE
Site Service Automation Specialist
Schneider Electric
Calgary, AB
- $75,200 to $112,800 CAD / year
- Full-time
Participation and coverage levels for specific benefit programs are determined based on employment status (e.g., full-time, part-time, temporary, or fixed-term) and are subject to…
Added 26 mins ago
SE
Site Service Automation Specialist
Schneider Electric
Richmond, BC
- $75,200 to $112,800 CAD / year
- Full-time
Participation and coverage levels for specific benefit programs are determined based on employment status (e.g., full-time, part-time, temporary, or fixed-term) and are subject to…
Added 27 mins ago
HR Business Partner (f/m/d) (14 month contract
Volkswagen AG
Ajax, ON
Full-time employees of Volkswagen Group Canada, Inc. enjoy these benefits:
Added 56 mins ago
NA
Sales Advisor, Education (Admissions)
NIWE Academy
Calgary, AB
- Full-time
NIWE Academy | Calgary, AB (CORE Shopping Centre, Downtown) | Full-Time | Base + Uncapped Commission
Added 56 mins ago
VD
Account Manager
Vincent Design Inc.
Winnipeg, MB
- Full-time
We’re looking for an Account Manager to join our Accounts/Sales department. This role is full-time and in person at our office (303 – 765 Main St.) in Winnipeg.
Added 57 mins ago
Advisor, Talent Acquisition
Sinai Health
Toronto, ON
Sinai Health is seeking a dynamic and detail-oriented Advisor, Talent Acquisition with strong administrative skills to join our collaborative recruitment team. In this pivotal role, you…
Added 1 hour ago
MC
Senior High Net Worth Advisor
Marsh Canada
Toronto, ON
- Full-time
Role Description The Senior High Net Worth Advisor role is a full-time position based in Toronto, ON, with a hybrid work arrangement that combines in-office collaboration and some…
Added 1 hour ago
UltraLuxe Destination Expert (Internal)
Range Group - Job Postings
Canada
…consultative, relationship-driven approach expected of an UltraLuxe advisor. You are comfortable managing the full sales cycle, from initial inquiry through to close and post-sale…
Added 1 hour ago
Learning Leader - Assurance (14 Month Contract)
EY
Winnipeg, MB · Toronto, ON · Saskatoon, SK · Halifax, NS · St. John's, NL · Saint John, NB · London, ON · Vancouver, BC · Victoria, BC · Edmonton, AB · Ottawa, ON · Dieppe, NB · ON · AB · Calgary, AB · Waterloo, ON
Serve as the strategic learning advisor to the Assurance leadership team, Professional Practice, Quality Network, Service Line Leaders and Talent leaders
Added 1 hour ago
C
Associate Financial Advisor
CIBC
Toronto, ON
- Full-time
At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.
Added 1 hour ago
B
Dynamics 365 F&O Senior Supply Chain Management Consultant
BDO
AB · Winnipeg, MB · Montreal, QC · Halifax, NS · Calgary, AB
- Full-time
…our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a…
Added 1 hour ago
II
VP, Quantitative Research (Public Affairs/Online Communities)
Ipsos in US
Toronto, ON
- Full-time
Collaborate across Ipsos service lines to bring the full breadth of Ipsos expertise to clients and identify opportunities for integrated solutions.
Added 1 hour ago
II
VP, Quantitative Research (Public Affairs/Online Communities)
Ipsos in US
Vancouver, BC
- Full-time
Collaborate across Ipsos service lines to bring the full breadth of Ipsos expertise to clients and identify opportunities for integrated solutions.
Added 1 hour ago
GP
PSR Catalog & TM Forum Enterprise Architect
Global Pharma Tek
Canada
- Contract
Design and author the end-to-end Product-Service-Resource (PSR) catalog model spanning the full customer journey, Day -1 through Day 2, across Buy, Get, Pay, and Support.
Added 1 hour ago
TC
Credit Counsellor (Hybrid/Remote)
The Credit Counselling Society
New Westminster, BC
- Full-time
Full-time, predominately remote position (within Canada).
Added 2 hours ago
FL
Manager, Business Enterprise Solutions Team
Fuller Landau
Hamilton, ON
- Full-time
Strong understanding of business issues and trends, and proven experience in client service
Added 2 hours ago
Mortgage Review Officer (Real Estate Secured Lending)
Scotiabank
Toronto, ON
…appropriate risk policies and identifying trends to improve service to all…
Added 2 hours ago
ScotiaMcLeod Administrative Associate
Scotiabank
Vancouver, BC
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice,…
Added 2 hours ago
WL
Financial Services Administrator
Wagner, Livock & Associates Financial Services Inc.
Kitchener, ON
- $45,000 to $60,000 CAD / year
- Full-time
Ability to work from our Kitchener, Ontario office full-time.
Added 2 hours ago
Superintendent, Fleet Maintenance
Canada Post - Postes Canada
Vancouver, BC
Worked as a motor vehicle repair service advisor/service manager
Added 2 hours ago
C
Applications Support Sr Analyst - Asst. Vice President
Citi
Mississauga, ON
- Full-time
Manages, maintains and supports applications and their operating environments, focusing on stability, quality and functionality against service level expectations.
Added 2 hours ago
Advisor Services Associate
The Canada Life Assurance Company
ON · Mississauga Ontario, ON
Our Nominee team is currently seeking an Advisor Services Associate– someone who is responsible for providing a very high level of service to internal and external clients. Any…

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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