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Added 38 mins ago
DF
Analyst/Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Toronto, ON
- Full-time
The Canadian Wealth Management Group is part of Dimensional’s Global Client Group (GCG). GCG is Dimensional’s distribution arm, comprising sales channels that target a diverse client set.…
Added 38 mins ago
DF
Senior Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Toronto, ON
- Full-time
Dimensional's Canadian Wealth Management group is responsible for developing new business as well as managing current relationships with financial advisors. By putting the client first, we…
Added 53 mins ago
VG
Seasonal Equipment Operator
Vantage Group
Hamilton, ON
- $37.81 CAD / hour
- Temporary
Vantage Group is a global leader in airport and transportation investment, development, management, and advisor services. Since 1994, Vantage's corporate and network-wide team has managed…
Added 53 mins ago
Information Security Trust and Compliance Adviser - Toronto, ON
Flight Centre
ON
Information Security Trust and Compliance Advisor
Added 1 hour ago
M
Sales Executive, Cloud & AI
Microsoft
Toronto, ON
- Full-time
Bachelor's Degree in Computer Science, Information Technology, Business Administration, Information Security, Information Security, or related field AND 4+ years experience in…
Added 1 hour ago
B
Wealth Planning Consultant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focusing on the client…
Added 1 hour ago
B
Manager, Digital Strategy & Insights
BMO
Toronto, ON · BMOPLACE
- Full-time
Provides expertise in the design, development, management and implementation of assigned strategic initiatives from business case development through to execution. Develops business goals…
Added 1 hour ago
M
Lead Solution Architect
Manulife
Toronto, ON · Waterloo, ON · Regina, SK · Vancouver, BC · Halifax, NS · Calgary, AB
- Full-time
Act as the senior architecture advisor to business and technology executives.
Added 1 hour ago
AC
Member Service Representative - Notre Dame De Lourdes Branch
Assiniboine Credit Union
Notre-Dame-de-Lourdes, MB
- Full-time
…thoughtful guidance, and connect them with the appropriate Advisor for support with immediate and future financial needs, including relevant referrals for ACU’s products and…
Added 1 hour ago
E
Labour Relations Advisor
Extendicare
Markham, ON · Extendicare (Canada) Inc (Steeles Ave.)
- Full-time
Reporting to the Director, Labour and Employee Relations, the Labour Relations Advisor will provide guidance, direction, and support to Human Resources and Operations teams across multiple…
Added 1 hour ago
E
Immigration Operations Advisor
Extendicare
Markham, ON · Extendicare (Canada) Inc (Steeles Ave.)
- Full-time
Reporting to the Senior Manager, Immigration Operations, the Immigration Operations Advisor serves as a strategic workforce planning advisor and subject matter expert in immigration…
Added 2 hours ago
UO
Research Associate, Research Centre, Faculty of Social Work
University of Calgary
Calgary, AB
- Part-time
Demonstrated discretion, confidentiality, attention to detail, and knowledge of research ethics and secure data-management requirements.
Added 2 hours ago
TC
Manager, Budget Services
The City of Guelph
Guelph, ON
- Other
…leads a team of financial professionals and serves as a trusted advisor to departmental leadership teams. Working collaboratively with colleagues responsible for capital financing…
Added 3 hours ago
A
Personal Banking Advisor - Calgary West Springs
ATB
Calgary, AB
- Full-time
Elevate Your Career as a Personal Banking Advisor at ATB Financial!
Added 3 hours ago
SM
GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
We are seeking a Processing Center Advisor to support the Government of Alberta’s government-funded child care programs. This primarily remote role will focus on reviewing funding claims,…
Added 3 hours ago
SM
GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
We are seeking a Processing Center Advisor to support the Government of Alberta’s government-funded child care programs. This primarily remote role will focus on reviewing funding claims,…
Added 3 hours ago
SM
GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
We are seeking a Processing Center Advisor to support the Government of Alberta’s government-funded child care programs. This primarily remote role will focus on reviewing funding claims,…
Added 3 hours ago
C
Associate Insurance Advisor
Co-operators
Spirit River, AB
- Full-time
The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The…
Added 3 hours ago
C
Associate Insurance Advisor
Co-operators
Langley (District), BC · Langley, BC
- Full-time
The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The…
Added 4 hours ago
A
Health, Safety And Environment Advisor
Actalent
Oshawa, ON
- $43 to $55 CAD / hour
- Full-time
The Health, Safety and Environment Advisor plays a key role in supporting workplace health, safety, and environmental initiatives across active construction and power generation job sites.…
Added 4 hours ago
EJ
Canada Registered Branch Associate Trainee
Edward Jones
Mississauga, ON
- Full-time
…Organization (CIRO), who create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial…
Added 4 hours ago
A
Senior Personal Banking Advisor - Edmonton Unity Square
ATB
Edmonton, AB
- Full-time
Shape the Future as a Senior Personal Banking Advisor at ATB Financial!
Added 4 hours ago
W
HSE Specialist II
Worley
Edmonton, AB
- Full-time
The HSE Advisor facilitates the safe performance of work. The aim of this role is to utilize professional judgement in assessing risk, reviewing risk and work practices, and determining the…
Added 4 hours ago
F
Site Human Resources Generalist
Fluor
Kitimat, BC
- Full-time
Serve as a trusted advisor to project leadership by providing guidance on employee relations, performance management, workforce planning, staffing, investigations, and other personnel…
Added 4 hours ago
M
Cloud Solution Architect - Cloud & AI
Microsoft
Toronto, ON · Ottawa, ON · Vancouver, BC · Calgary, AB
- Full-time
Influence Customer Strategy & Executive Decision-Making: Serve as a trusted advisor to C-suite leaders and technical decision-makers, shaping technology strategy, advocating for innovative…

Manulife

Transitions Associate

Burlington, ON, Canada
Toronto, ON, Canada

$62,850.00 CAD - $104,750.00 CAD · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $62,850.00 CAD - $104,750.00 CAD
Job type: Full-time
Apply by: Oct 16, 2026
Experience: Minimum 1-3 years of experience in wealth management, recruiting support, or related operational functions.
Posting language: English
Posted: Oct 2, 2026

Original job description

Responsibilities

Coordinate advisor transition activities from recruitment through registration readiness and transition implementation.
Serve as a primary point of contact for advisors throughout the transition process.
Support recruitment efforts by providing transition guidance, operational support, and due diligence coordination throughout the recruitment lifecycle.
Coordinate and facilitate due diligence activities, ensuring required documentation, information, and approvals are obtained to support informed business decisions.
Provide guidance regarding advisor registration requirements, licensing pathways, contracting processes, and transition procedures.
Lead transition activities for assistant upgrades, newly licensed advisors, zero-asset advisors, and lower-complexity recruitment opportunities.
Develop and execute transition plans tailored to advisor requirements and transition objectives.
Partner with advisors to identify transition risks and support mitigation strategies.
Collaborate with Compliance, Registration, Supervision, Operations, Technology, Legal, Training, and Business Development teams to support transition readiness.
Support advisor transitions involving registration changes, branch relocations, business model conversions, and other transition-related activities.
Develop and maintain transition resources, process documentation, best practices, and advisor-facing materials.
Monitor transition activities, escalate issues as appropriate, and support timely resolution.
Contribute recommendations to improve transition processes, service delivery, and advisor experience.
Support strategic initiatives, change management activities, and continuous improvement efforts.

Skills

Working knowledge of advisor registration processes, licensing requirements, and regulatory frameworks.
Strong relationship management and interpersonal skills.
Strong organizational and project coordination capabilities.
Effective communication and stakeholder management abilities.
Strong analytical, problem-solving, and critical-thinking skills.
Ability to manage multiple priorities in a fast-paced environment.
High attention to detail and commitment to service excellence.
Ability to collaborate effectively across multiple business functions.

Qualifications

Post-secondary degree in Business, Finance, Commerce, or a related discipline.
Minimum 1-3 years of experience in wealth management, recruiting support, or related operational functions.
Demonstrated ability to manage multiple priorities and deliver results in a fast-paced environment.
Strong communication, relationship management, and stakeholder coordination skills.
Experience supporting advisor transitions, registration activities, licensing processes, or advisor recruitment activities is an asset.
Working knowledge of CIRO registration requirements, advisor licensing frameworks, and advisor contracting processes is an asset.

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.

Apply About employer

More about this job

Responsibilities

Coordinate advisor transition activities from recruitment through registration and implementation while serving as a primary point of contact. Collaborate with internal teams including Compliance, Operations, and Legal to ensure transition readiness and mitigate risks.

Requirements

Requires a post-secondary degree in Business, Finance, or Commerce and 1-3 years of experience in wealth management or operational support. Candidates should possess strong organizational skills and knowledge of advisor registration and licensing frameworks.

Skills

Advisor transition management
Relationship management
Project coordination
Stakeholder management
Regulatory compliance
Registration requirements
Licensing frameworks
Due diligence
Operational support
Communication skills
Problem-solving
Critical thinking
Attention to detail
Change management
Process documentation

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 plan
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

Wealth management
Advisor recruitment
CIRO registration
Compliance
Due diligence
Change management
Operational support
Business development
Contracting processes
Transition planning
Risk mitigation
Financial services
Stakeholder management
Project coordination
Regulatory frameworks
Licensing
Process improvement
Service excellence
Advisor experience
Recruitment lifecycle

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