Director (Advisor)

23 hours ago


Oakville, Canada Manulife Insurance Malaysia Full time
Full time

Posted on: Posted 3 Days Ago

Time left to apply: End Date: December 19, 2024 (9 days left to apply)

Job requisition id: JR24120149

The Opportunity:

Manulife Wealth is a leading provider of insurance and wealth solutions to meet the diverse needs of Canadian families. Within GWAM Canada, Manulife Wealth is comprised of three distribution firms (Advisory Services), an ID (Investment Dealer) securities dealer, an MFD (Mutual Fund Dealer) securities dealer, and an insurance MGA (MWISI). li>

Lead and manage a team responsible for onboarding and transitions, ensuring high performance and continuous development.Collaborate with senior leadership to align onboarding strategies with the company’s overall objectives.Collaborate with key partners to ensure that all new advisors receive comprehensive training and support during their transition period.Manage the transition process for advisors moving from other firms to Manulife Wealth, ensuring minimal disruption to their business.Monitor key performance indicators and report on the effectiveness of onboarding and transition initiatives.Foster strong relationships with internal stakeholders, including recruitment, training, compliance, and IT teams.

This position reports to the AVP, Head of Advisor Support & Services of Manulife Wealth and directly supports the initiatives being managed and the accompanying change management.

Strong knowledge of technology used by advisors including back-office systems, portfolio management tools, financial planning software, etc. li>Experience in managing vendor relationships.Team player with solid interpersonal and leadership skills.Strong listening, consultative, and relationship management skills.

Qualifications:

  • Bachelor’s degree in Business Administration, Finance, or a related field. li>
  • Proven leadership experience with the ability to manage and develop a high-performing team.
  • Strong understanding of wealth management products, services, and industry regulations.
  • Excellent project management skills with the ability to handle multiple priorities and deadlines.
  • Proficiency in CRM software and other relevant technology platforms.
  • We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better.

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.



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