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Added 19 mins ago
CO
Manager, Data & Analytics
City of Leduc
Prince George, BC · Civic Centre
- Full-time
…contribute to a healthy culture. If you would like to work as part of a progressive organization and enjoy a fast-paced environment, then this may be the opportunity for…
Added 19 mins ago
Security Customer Solutions Architect
Softchoice
Vancouver, BC
As part of WWT, we connect customers to the global scale, advanced innovation, world-class partnerships, and deep expertise of a leader in AI and digital transformation. This includes…
Added 35 mins ago
RB
Client Advisor Intern
Royal Bank of Canada
Burnaby, BC
- Part-time
Added 46 mins ago
N
Pre-Sales Consultant - Commercial Real Estate Software
Nakisa
Montreal, QC
- Full-time
…be on the front lines of this transformation. Think of it as part product strategist, part customer advisor, part storyteller. Your mission? Help Global 2000 clients visualize what’s…
Added 1 hour ago
1
Senior Corporate Legal Counsel, Operations
123Dentist
Toronto, ON
- $170,000 to $190,000 CAD / year
- Full-time
Act as a trusted advisor to senior leadership on key legal risks and the implications of business strategies and initiatives
Added 1 hour ago
C
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 2 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
…around the world and their desire to lead change. At the same time, we are not afraid to expect a lot and strive for leadership in all of our key markets. We are a company taking on new…
Added 2 hours ago
R
Client Advisor Intern
RBC
Burnaby, BC
- Part-time
Added 2 hours ago
R
Client Advisor Intern
RBC
Burnaby, BC
- Part-time
Added 2 hours ago
C
Senior Manager, Cyber Enablement-EN
CAE
Montreal, QC
- Full-time
This leader acts as a trusted advisor to senior executives and serves as the primary bridge between the business and the CISO Office. The role ensures that cybersecurity supports business…
Added 2 hours ago
C
Associate Financial Advisor
CIBC
London, ON
- 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 2 hours ago
K
Consult Associate Partner-DWS
Kyndryl
Toronto, ON · Montreal, QC
- Full-time
Build and maintain deep relationships with client CXOs and be seen as the 'go to' person and a trusted advisor by senior executives
Added 2 hours ago
K
Consult Associate Partner-Resiliency
Kyndryl
Toronto, ON · Montreal, QC
- Full-time
Build and maintain deep relationships with client CXOs and be seen as the 'go to' person and a trusted advisor by senior executives
Added 2 hours ago
E
Strategist Indigenous Employment and Strategic Initiatives
Enbridge
Kamloops, BC · Edmonton, AB · Calgary, AB
- Full-time
…Canada and the United States. This role will play a critical part in advancing Enbridge's Indigenous Reconciliation Action Plan (IRAP), with a focus on Indigenous employment, inclusion,…
Added 2 hours ago
Manager Portfolio Management - IPC Private Wealth and IPC One
The Canada Life Assurance Company
Toronto, ON · ON
…individual contributor role centred on reviewing and approving advisor-proposed portfolios within established managed account programs, rather than selecting securities or independently…
Added 2 hours ago
RB
Client Advisor
Royal Bank of Canada
Virden, MB
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 2 hours ago
LC
Business Relationship Manager- Wingham
Libro Credit Union
Wingham, ON
- Full-time
…comprehensive financial solutions. The BRM acts as a trusted advisor to local businesses and agricultural producers, addressing both their business and personal banking…
Added 2 hours ago
E
Strategist Indigenous Employment and Strategic Initiatives
Enbridge
Kamloops, BC
- Full-time
…Canada and the United States. This role will play a critical part in advancing Enbridge's Indigenous Reconciliation Action Plan (IRAP), with a focus on Indigenous employment, inclusion,…
Added 2 hours ago
E
Strategist Indigenous Employment and Strategic Initiatives
Enbridge
Calgary, AB
- Full-time
…Canada and the United States. This role will play a critical part in advancing Enbridge's Indigenous Reconciliation Action Plan (IRAP), with a focus on Indigenous employment, inclusion,…
Added 2 hours ago
CC
Advisor, Health, Safety and Wellness
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Burlington, ON
- Full-time
…believe in the power of genuine connections. Each employee is a part of what makes us unique on the market: agile and…
Added 2 hours ago
FA
Technical Sales Engineer
FANUC America Corporation
Mississauga, ON
- $80,000 to $127,000 CAD / year
…world-class robotic technology. This role plays a critical part in translating product capabilities into compelling value stories that resonate with technical and business…
Added 2 hours ago
E
Strategist Indigenous Employment and Strategic Initiatives
Enbridge
AB · Edmonton, AB
- Full-time
…Canada and the United States. This role will play a critical part in advancing Enbridge's Indigenous Reconciliation Action Plan (IRAP), with a focus on Indigenous employment, inclusion,…
Added 3 hours ago
DF
Diamond Sales Expert - Toronto
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Toronto, ON
- Full-time
We’re excited to be looking for a Diamond Sales Expert to join our growing team. You’ll be a trusted advisor in the customer journey and play an integral part in growing the bridal jewelry…
Added 3 hours ago
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Client Advisor
RBC
Edson, AB
- Part-time
Client Advisor Intern – Job ID Code 2251 | Client Advisor – Job ID Code 2252
Added 3 hours ago
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Auto Claims Advisor – TD Insurance Auto Centre (Ajax On-site)
TD
Ajax, ON
- 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,…

Closed listing

Manulife

Insurance Advisor Onboarding & Transitions Specialist

Toronto, ON, Canada
Waterloo, ON, Canada
Montreal, QC, Canada
Halifax, NS, Canada

$55,125.00 CAD - $91,875.00 CAD · Full-time

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Pay: $55,125.00 CAD - $91,875.00 CAD
Job type: Full-time
Closing date: Oct 9, 2026
Experience: 2-5 years of experience in insurance operations, advisor onboarding, contracting, licensing, or transfers.
Posting language: English
Posted: Sep 24, 2026

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Original job description

Archived listing. The details below describe a past opening.

The Onboarding & Transitions Specialist is responsible for delivering an exceptional advisor onboarding and transition experience from recruitment through activation. This role manages advisor contracting, licensing validation, transfers, carrier code setup, advisor maintenance, and system updates while serving as a key liaison between advisors, carriers, compliance, field leadership, and internal operational teams.

Position Responsibilities:

Advisor Onboarding

Coordinate end-to-end onboarding of new advisors joining the MGA.
Review and process advisor contracting packages for completeness and accuracy.
Facilitate advisor setup through internal systems, including WealthServ and carrier platforms.
Partner with Compliance, Technology, and Operations teams to ensure timely activation of advisor profiles and access.

Transfers & Transitions Management

Manage advisor transfers, branch transfers, and book-of-business transitions.
Coordinate carrier appointments, code transfers, and advisor maintenance updates.
Track transition activities and proactively communicate status updates to stakeholders.
Ensure all required documentation is obtained and processed within established service standards.

Licensing & Compliance Support

Validate advisor licensing requirements and regulatory documentation.
Monitor licensing expiries and deficiencies and support remediation efforts.
Ensure onboarding and transition activities adhere to regulatory, carrier, and internal compliance standards.

Carrier & Partner Relationship Management

Liaise with insurance carriers regarding contracting, code requests, and maintenance activities.
Escalate and resolve onboarding and transfer-related issues.
Act as a subject matter expert for carrier onboarding requirements and processes.

Advisor Service & Support

Serve as a primary point of contact for advisors during onboarding and transition periods.
Provide guidance on onboarding requirements, timelines, and system access.
Deliver a professional, responsive, and advisor-centric experience.

Required Qualifications:

2-5 years of experience in insurance operations, advisor onboarding, contracting, licensing, or transfers.
Post-secondary education in Business, Finance, Insurance, or a related field.
Knowledge of MGA operations, advisor contracting processes, and insurance carriers.
Experience with WealthServ or similar advisor management systems is considered an asset.
Strong understanding of licensing and compliance requirements within the insurance industry.
Excellent organizational, communication, and problem-solving skills.
Demonstrated ability to manage multiple priorities in a fast-paced environment.
Bilingualism (English and French) is a strong asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.

Success Measures

Advisor onboarding turnaround times.
Transfer completion timelines.
Advisor satisfaction and service feedback.
Accuracy of advisor records and data maintenance.
Compliance with regulatory and carrier requirements.
Achievement of operational service standards and productivity targets.

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

Toronto, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$55,125.00 CAD - $91,875.00 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.

About employer

More about this job

Responsibilities

The Onboarding & Transitions Specialist manages the end-to-end onboarding process for new advisors, including contracting, licensing, and system setup. They serve as a primary liaison between advisors, carriers, and internal teams to ensure seamless transitions and compliance with regulatory standards.

Requirements

Candidates must have 2-5 years of experience in insurance operations, advisor onboarding, or licensing, along with post-secondary education in a relevant field. Proficiency in advisor management systems and a strong understanding of insurance industry compliance are essential.

Skills

Advisor onboarding
Contracting
Licensing validation
WealthServ
Compliance
Insurance operations
Relationship management
Problem-solving
Communication
Organizational skills
Data maintenance
Carrier appointments
Regulatory documentation
Stakeholder management

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 assistance plan
Retirement savings plan
Pension plan
Global share ownership plan
Paid time off

Visa sponsorship

Not detected in the job text

Keywords

Insurance
Onboarding
Advisor transitions
Contracting
Licensing
WealthServ
Compliance
MGA operations
Carrier relations
Regulatory standards
Financial services
Data management
Stakeholder communication
Operations
Hybrid work

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