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Advisor onboarding

2 months ago

Montreal, Canada Société Financière Manuvie Full time

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

Working Arrangement: Hybrid

Job Description

Summary: The Bilingual Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Manulife Wealth business development organization. This role supports our new French and English-speaking advisors joining Manulife Wealth and providing key transition support to existing advisors based across Canada.

Job Responsibilities:

  1. Advisor and Licensed Assistant Due Diligence - 25%
    • Work closely with the field team and act as key Head Office relationship support.
    • Package and send the due diligence screening documents to recruits upon request.
    • Conduct and analyze credit/criminal checks and regulatory checks and involve compliance when necessary to ensure recruits meet the requirements.
    • Work with compliance in obtaining approvals for any outside business activities, trade names and know your advisor conversations.
    • Present recruits to the Due Diligence committee for approvals on a weekly basis.
    • Work with the field team and finance to analyze and ensure that the financial analysis meets our minimum Investment Representative standards when creating a term sheet to present to potential recruits, as it relates to our Organic Growth Program.
    • Work with Legal department to draft binding agreement for sign off from senior management and recruit.
    • Track all activities in Salesforce ensuring accuracy.
  2. Advisor Transition Support - 75%
    • Act as support for our new advisors transitioning their books of business to Manulife Wealth Inc.
    • Welcome to Manulife program.
    • Responsible for handling Business Initiation kits to be available to new advisors in a timely manner for dedicated territory.
    • Responsible for leading stationery and signage needs for advisors in dedicated territory.
    • Lead new advisors using the Integration Support Program as a guideline.
    • Track activities created by proactive conversations with new advisors in Salesforce.
    • Oversee and handle MFD to ID process and act as a resource to advisors transitioning from MFD to ID.
    • When appropriate, travel to key branches to offer support to qualifying advisors.
    • Lead advisor relocations and departures.
    • Updating policies and procedures.

What Motivates You?

  • You obsess about customers, listen, engage and act for their benefit.
  • You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
  • You thrive in teams and enjoy getting things done together.
  • You take ownership and build solutions, focusing on what matters.
  • You do what is right, work with integrity and speak up.
  • You share your humanity, helping us build a diverse and inclusive work environment for everyone.

What We Are Looking For:

  • Post-secondary education, diploma, or equivalent experience.
  • Extensive experience in the financial services industry and investment management.
  • Consistent track record to multi-task, show initiative and anticipate needs in a proactive manner.
  • Strong communication, interpersonal, and relationship building skills.
  • Strong analytical and problem-solving skills, with the ability to identify and address operational gaps.
  • Ability to work in a fast-paced environment and handle several priorities simultaneously.
  • Bilingual.

The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

What Can We Offer You?

  • A competitive salary and benefits packages.
  • A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
  • A focus on growing your career path with us.
  • Flexible work policies and strong work-life balance.
  • Professional development and leadership opportunities.

Our Commitment to You:

  • Values-first culture: We lead with our Values every day and bring them to life together.
  • Boundless opportunity: We create opportunities to learn and grow at every stage of your career.
  • Continuous innovation: We invite you to help redefine the future of financial services.
  • Delivering the promise of Diversity, Equity and Inclusion: We foster an inclusive workplace where everyone thrives.
  • Championing Corporate Citizenship: We build a business that benefits all collaborators and has a positive social and environmental impact.

About Manulife and John Hancock:

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.

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 recruitment@manulife.com.

Salary & Benefits:

The annual base salary for this role is listed below.

Primary Location: Montreal, Quebec

Salary range is expected to be between $68,250.00 CAD - $113,750.00 CAD.

If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. 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. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

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 recruitment@manulife.com for more information about U.S.-specific paid time off provisions.

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