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Added 24 mins ago
RD
Client Experience Associate
RBC Dominion Securities
Collingwood, ON
- Full-time
…efficient and collaborative individual to join our leading wealth management firm as an Client Experience…
Added 2 hours ago
MW
Backend Engineer (Golang)
Mai Wealth
Engineer, BC
- Full-time
Think creatively, test new and exciting ideas, and experience the app from the user’s perspective to continuously improve the product.
Added 3 hours ago
RB
Client Experience Associate
Royal Bank of Canada
Collingwood, ON
- Full-time
…efficient and collaborative individual to join our leading wealth management firm as an Client Experience…
Added 4 hours ago
T
PIA Client Service Associate
TD
Kamloops, BC
- Full-time
…and willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you…
Added 6 hours ago
RB
Client Experience Associate
Royal Bank of Canada
Collingwood, ON
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 7 hours ago
C(
Content Associate, Data
Clarity (formerly Hiive)
Vancouver, BC
- Full-time
Experience at a business or finance publication, research firm, or fintech, such as a reporter, equity research associate, or venture analyst role.
Added 8 hours ago
R
Client Experience Associate
RBC
Collingwood, ON
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 8 hours ago
R
Client Experience Associate
RBC
Collingwood, ON
- Full-time
…efficient and collaborative individual to join our leading wealth management firm as an Client Experience…
Added 8 hours ago
Customer Experience Associate-Polo Park Shopping Centre, Winnipeg, MB, 3months contract(30 hours/wk)
Scotiabank
Winnipeg, MB
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 8 hours ago
Customer Experience Associate - Lougheed Town Centre, Burnaby BC (11.25hrs/week)
Scotiabank
Burnaby, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 9 hours ago
C
Content Associate, Data
Clarity
Vancouver, BC
- $100,000 to $130,000 CAD / year
- Full-time
Experience at a business or finance publication, research firm, or fintech, such as a reporter, equity research associate, or venture analyst role.
Added 10 hours ago
C
Content Associate, Data
Clarity
Vancouver, BC
- $100,000 to $130,000 CAD / year
- Full-time
Experience at a business or finance publication, research firm, or fintech, such as a reporter, equity research associate, or venture analyst role.
Added 10 hours ago
RJ
Payroll Associate
Raymond James Ltd.
Vancouver, BC
- Full-time
…services to Canadians seeking customized solutions to their wealth management…
Added 10 hours ago
Customer Experience Associate - Prince Albert, SK (18.75 hours/week)
Scotiabank
Prince Albert, SK
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 11 hours ago
Senior Product Manager
Questrade Financial Group
Toronto, ON
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign…
Added 11 hours ago
R
Associate Advisor
RBC
Toronto, ON
- Full-time
3+ years of experience in wealth management, including client relationship management
Added 11 hours ago
R
Associate, Wealth Management
RBC
Toronto, ON
- Full-time
Ascendant Wealth Partners is a leading boutique wealth management practice within RBC Dominion Securities, combining the entrepreneurial culture of an independent firm with the strength and…
Added 12 hours ago
CF
Service Associate
CI Financial
Vancouver, BC
- Full-time
We are currently seeking a Service Associate to join our team in Vancouver to support our Investment and Wealth Advisory Group. The Service Associate will play a crucial role in…
Added 12 hours ago
Sales Associate
Rogers Communications
Burlington, ON
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Director, Mid-Market Mergers & Acquisitions- EN
RBC
Montreal, QC
- Full-time
…a dynamic team guided by Regional Leaders and supported by Associate Directors and Analysts. This role combines technical expertise, project and client relationship management, and leading…
Added 12 hours ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
3+ years of experience in wealth management, including client relationship management
Added 12 hours ago
RD
Associate, Wealth Management
RBC Dominion Securities
Toronto, ON
- Full-time
Ascendant Wealth Partners is a leading boutique wealth management practice within RBC Dominion Securities, combining the entrepreneurial culture of an independent firm with the strength and…
Added 12 hours ago
S
L'associé(e), Gestion de capital/Associate, Capital Management
Sagard
Montreal, QC
- Full-time
…private credit and real estate. Sagard also engages in private wealth management through Sagard…
Added 12 hours ago
T
Client Services Representative - TD Asset Management
TD
Montreal, QC
- Full-time
…and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary…
Added 12 hours ago
T
Associate Trust Officer
TD
London, ON
- Full-time
As an Associate Trust Officer, you’ll have the opportunity to combine your legal, estate, trust, or client-service experience with the depth and reach of TD Wealth. You’ll work alongside…

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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