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Added 1 hour ago
C
Associate Financial Advisor (contract)
CIBC
Oshawa, 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 1 hour ago
CG
Associate, Wealth Advisor
Canaccord Genuity Group Inc.
Vancouver, BC
- Full-time
Build trusted, multigenerational relationships that support client retention, referrals, and long-term growth.
Added 1 hour ago
SR
Contract Specialist
STRIVE Recruitment Inc.
Hamilton, ON
- $60,000 to $65,000 CAD / year
- Full-time
Our client is seeking a highly detail-oriented and experienced Contract Specialist to join their growing team on a permanent basis. This position plays a vital role in coordinating and…
Added 1 hour ago
MW
Junior Investment Advisor
Manulife Wealth
Calgary, AB
- Full-time
Compensation for this role includes a commission component, reflecting the importance of results and client growth in your journey. We’re looking for candidates who are comfortable with a…
Added 2 hours ago
Product Manager - AI Platform
Nesto Cloud
Canada
Familiarity with broker and advisor-facing workflows and the nuances of supported versus self-serve client journeys
Added 2 hours ago
Product Manager - AI Platform
Nesto Group(e)
Canada
Familiarity with broker and advisor-facing workflows and the nuances of supported versus self-serve client journeys
Added 2 hours ago
R
Private Banking Advisor
RBC
Ottawa, ON
- Full-time
A key member of the client relationship team, the Private Banking Advisor is responsible for providing support, service, and advice to high net worth Private Banking clients through…
Added 2 hours ago
C
Business Advisor - Bilingual
CIBC
Quebec, QC
- Full-time
As a Business Advisor you will join our Business Client Advice Centre (BCAC) reporting to the Team Leader, Business Banking. You’ll provide new, existing and prospective clients with an…
Added 3 hours ago
R
Financial Advisor
RBC
NS
- Full-time
Demonstrated ability to build trust and maintain long-term client relationships
Added 4 hours ago
BU
Premier Client Specialist
BMO U.S.
Toronto, ON
- Full-time
Cultivates strategic relationships with key client stakeholders to become a trusted advisor and influence long-term financial decisions.
Added 5 hours ago
NB
Associate
National Bank of Canada
Sorel-Tracy, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 5 hours ago
DC
Senior Project Manager – Transportation/Traffic Engineering & Roadway Safety
Dillon Consulting Limited
Guelph, ON · Hamilton, ON · Kingston, ON · Kitchener, ON · Oakville, ON · Ottawa, ON · Toronto, ON · Vaughan, ON · North York, ON
- Full-time
Act as a trusted advisor to key public and private sector clients, maintaining and expanding long-term client relationships.
Added 10 hours ago
TD
Paid Media Strategist
Tiller Digital
Calgary, AB
- Full-time
This role combines strategic ownership with hands-on campaign management, analysis, and client advisory. You’ll own paid media strategy and execution across a portfolio of primarily B2B…
Added 10 hours ago
BC
Moncler Team Lead - Yorkdale Shopping Centre, Toronto
BoF Careers
Toronto, ON · Greater Toronto Area, Canada
- Full-time
As a Team Lead, you will be an ambassador of the Brand. You will assist the Store Director/Store Manager and/or Client Advisor Manager (CAM) to coach and develop the team, build Client…
Added 11 hours ago
DG
Culinary Operations Supervisor
Dexterra Group
Surrey, BC
- Full-time
Collaborate with National Culinary Operations Manager and RODs Develop and implement a long-term culinary strategy that aligns with organizational goals, client expectations, and…
Added 14 hours ago
QR
Sales Representative - Panel
Quincaillerie Richelieu
Rocky View No 44, AB · Rocky View County, Ouest du Canada
- Full-time
Customer Relationship Management: Build and maintain strong, long-term relationships with existing customers to ensure satisfaction, loyalty, and repeat business.
Added 14 hours ago
QR
Sales Representative - Panel
Quincaillerie Richelieu
Rocky View No 44, AB · Rocky View County, Ouest du Canada
- Full-time
Customer Relationship Management: Build and maintain strong, long-term relationships with existing customers to ensure satisfaction, loyalty, and repeat business.
Added 14 hours ago
QR
Sales Representative
Quincaillerie Richelieu
Victoria, BC
- Full-time
…extensive range of hardware products. You will act as a trusted advisor to customers, understand their needs, and deliver solutions that support their business success while driving…
Added 14 hours ago
QR
Sales Representative - Industrial
Quincaillerie Richelieu
Richmond, BC
- Full-time
Customer Relationship Management: Build and maintain strong, long-term relationships with existing customers to ensure satisfaction, loyalty, and repeat business.
Added 14 hours ago
QR
Sales Representative
Quincaillerie Richelieu
Kelowna, BC
- Full-time
Customer Relationship Management: Build and maintain strong, long-term relationships with existing customers to ensure satisfaction, loyalty, and repeat business.
Added 14 hours ago
QR
Industrial Outside Sales Representative – Panel Division
Quincaillerie Richelieu
Remote, Canada
- Full-time
- Remote
…range of panel and board products. You will act as a trusted advisor to customers, understanding their needs and delivering solutions that support their business success while driving…
Added 15 hours ago
D
Culinary Operations Supervisor
Dexterra
Surrey, BC
- Up to $70,000 CAD / year
- Full-time
· Collaborate with National Culinary Operations Manager and RODs Develop and implement a long-term culinary strategy that aligns with organizational goals, client expectations, and…
Added 17 hours ago
L
Financial Advisor
Leadervest
Courtenay, BC
- Full-time
A well-established and growing financial services firm is seeking an experienced Financial Advisor to join its team.
Added 20 hours ago
NB
Wealth Associate
National Bank of Canada
Quebec, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 1 day ago
MW
Associate - Business Development & Wealth Management
Manulife Wealth
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
…relationships, and business development skills needed to grow as an advisor. With mentorship, access to an established platform, and the opportunity to build ownership in the client…

Closed listing

Manulife

Senior Advisor Onboarding & Transitions Specialist

Winnipeg, MB, Canada
Halifax, NS, Canada
Burlington, ON, Canada
Waterloo, ON, Canada

$73,725.00 CAD - $122,875.00 CAD · Full-time

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Pay: $73,725.00 CAD - $122,875.00 CAD
Job type: Full-time
Closing date: Oct 16, 2026
Posting language: English
Posted: Oct 2, 2026

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Original job description

Archived listing. The details below describe a past opening.

Summary:

The Sr. Advisor Onboarding & Transitions Specialist is a critical, multi-functional role within the Manulife Wealth Business Development organization. The role supports new advisors joining Manulife Wealth and provides key onboarding and transition support to existing advisors across Canada. This position reports to the Manager, Advisor Onboarding & Transitions and directly supports the initiatives being managed and the accompanying change management.

Position Responsibilities:

Conduct proactive outbound calls to potential advisor recruits, effectively communicate the Manulife Wealth value proposition, and secure appointments for follow-up conversations with field leaders and recruiters.

Execute the end-to-end recruiting process and support recruiting, contracting, transitions, and onboarding for advisors moving from other firms to Manulife Wealth and other wealth lines of business, ensuring minimal disruption to their businesses.

Manage the end-to-end onboarding process for new advisors, including account setup and integration with existing systems.

Support new advisors as they transition their books of business to Manulife Wealth Inc. and other wealth lines of business.

Collaborate with team members to implement best practices and improve overall efficiency.

Partner with key stakeholders to ensure all new advisors receive comprehensive training and support during their transition period.

Develop and maintain recruiting, contracting, and onboarding materials and resources to facilitate the process.

Provide personalized support to advisors during their transition, address challenges, and help ensure smooth integration.

Implement innovative solutions to streamline processes and enhance advisor satisfaction.

Foster strong relationships with internal stakeholders, including recruitment, training, compliance, and IT teams.

Ensure clear and consistent communication throughout the onboarding and transition process.

Provide continuous support to existing advisors, addressing their transition needs throughout their careers.

Required Qualifications:

Excellent project management skills, with the ability to manage multiple priorities, onboarding processes, and deadlines.

Proven ability to implement and deliver solutions in complex environments with competing resources and constraints.

Ability to thrive in a high-profile, high-pressure, fast-paced, and deadline-driven environment with limited resources.

Exceptional data-entry skills, with a high degree of accuracy and attention to detail.

Excellent written and verbal communication, presentation, and interpersonal skills, including the ability to manage relationships and escalations effectively.

Strong listening, consultative, relationship-management, teamwork, interpersonal, and leadership skills.

Detail-oriented approach with strong analytical, creative problem-solving, and complex situation-resolution capabilities.

Ability to quickly build rapport with advisors and effectively partner with internal stakeholders to drive results.

Strong knowledge of technology used by advisors, including back-office systems, portfolio-management tools, financial-planning software, and how these systems support an advisor practice.

Experience managing vendor relationships.

Ability to travel across Canada approximately 30% of the time.

Preferred Qualifications:

Experience in the financial services industry, preferably with an IIROC- or MFDA-regulated firm, is an asset.
English: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.
Post-secondary degree.

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

$73,725.00 CAD - $122,875.00 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 Senior Advisor Onboarding & Transitions Specialist manages the end-to-end recruiting, contracting, and onboarding process for new advisors joining Manulife Wealth. This role also provides ongoing transition support to existing advisors and collaborates with internal stakeholders to improve operational efficiency.

Requirements

Candidates must possess strong project management skills, the ability to work in a fast-paced environment, and proficiency with advisor-related financial technology. A post-secondary degree is required, and experience within an IIROC- or MFDA-regulated firm is considered an asset.

Skills

Project management
Onboarding
Change management
Recruiting
Data entry
Communication
Presentation
Relationship management
Consultative skills
Problem-solving
Financial planning software
Portfolio management tools
Vendor management
Analytical skills
Leadership

Benefits

Health insurance
Dental insurance
Mental health support
Vision insurance
Short-term disability
Long-term disability
Life insurance
AD&D insurance
Adoption/surrogacy support
Wellness benefits
Employee/family assistance plans
Retirement savings plans
Pension
Global share ownership plan
Paid time off
Statutory leaves of absence

Visa sponsorship

Not detected in the job text

Keywords

Onboarding
Transitions
Wealth management
Recruiting
Contracting
Project management
Change management
IIROC
MFDA
Financial services
Portfolio management
Financial planning
Back-office systems
Vendor management
Stakeholder management
Data entry
Compliance
IT integration
Business development
Client support

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