Advisor Support Specialist

2 weeks ago

Oakville, Canada Société Financière Manuvie Full time

The Opportunity:

The Advisor Specialist coordinates operational aspects for Manulife Wealth; specifically supporting Wealth Planning and Practice Management. This position will collaborate with other departments (Finance, IT, Operations) to manage operational processes.

In this role, you work independently to assist internal teams in achieving their growth and service targets by providing support in key tactical areas. The Advisor Support Specialist is an individual who is highly organized, proficient with tracking and document management and is an excellent communicator who collaborates. They take initiative, problem solve, multi-task and are service oriented.

Key Accountabilities:
Program Support
Manage the advisor on-boarding process for new participants
Manage scheduling and registration for advisor training
Manage centralized email in-boxes including responding directly to advisors
Manage client billing and payment process for financial planning fees

Marketing Support
Own the online presence and content maintenance for advisor programs
Manage tradeshow and sponsorship requirements
Maintain and manage updates to all marketing collateral in support of advisor programs
Manage CE credit submission for webinars, workshops and training sessions
Track and manage registration for webinars and events
Provide additional support as needed with running events

Reporting
Act as the team reporting specialist running weekly, monthly, quarterly and ad hoc reports
Utilize Excel to produce reports for analysis (i.e. data imports, pivot tables, V look ups, macros)
Maintain master program/event participant lists
Track and report progress on advisor programs, recruiting targets and participation rates
Maintain and update program participant records on SalesForce and act as SalesForce SME
Manage the central shared files and databases for advisor programs
Support leadership and advisors with recognition programs and tracking

Budget Management
Manage and maintain the billing process for program fees charged to advisors
Process invoices and prepare cheque requisitions

Qualifications
Excellent organizational skills
Experience with managing multiple tasks and deliverables with varying complexity and competing timelines while maintaining a high degree of accuracy
Strong communication skills
Adaptable and resilient to change
A self-starter who can take initiative, be flexible and move quickly from one priority to another
Able to use discretion when handling confidential information
Ability to work independently and in a team environment
Ability to investigate problems and potential solutions with minimal supervision
Related university or college degree
Industry Courses such as Canadian Securities Course, Investment Funds Course, etc, are an asset
At least 2 years’ experience in similar type support role
Strong PC skills in particular - Word and Excel; ability to learn new technologies quickly
Experience with Microsoft Power BI and Sharepoint are 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

À propos de Manuvie et de John Hancock
La Société Financière Manuvie est un chef de file mondial des services financiers qui aide les gens à prendre leurs décisions plus facilement et à vivre mieux. Pour en apprendre plus à notre sujet, rendez vous à l’adresse www.manuvie.com.

Manuvie est un employeur qui souscrit au principe de l’égalité d’accès à l’emploi

À Manuvie/John Hancock, nous embrassons notre diversité. Nous nous efforçons d’attirer, de perfectionner et de maintenir un effectif qui est aussi varié que nos clients, et de favoriser la création d’un milieu de travail inclusif qui met à profit la diversité de nos employés et les compétences de chacun. Nous nous engageons à assurer un recrutement, une fidélisation, une promotion et une rémunération équitables, et nous administrons toutes nos pratiques et tous nos programmes sans discrimination en raison de la race, de l’ascendance, du lieu d’origine, de la couleur, de l’origine ethnique, de la citoyenneté, de la religion ou des croyances ou des convictions religieuses, du genre (y compris grossesse et affection liée à une grossesse), de l’orientation sexuelle, des caractéristiques génétiques, du statut d’ancien combattant, de l’identité de genre, de l’expression de genre, de l’âge, de l’état matrimonial, de la situation de famille, d’une invalidité ou de tout autre motif protégé par la loi applicable.

Nous nous sommes donné comme priorité d’éliminer les obstacles à l’accès égalitaire à l’emploi. C’est pourquoi un représentant des Ressources humaines collaborera avec les candidats qui demandent une mesure d’adaptation raisonnable pendant le recrutement. Tous les renseignements communiqués pendant le processus de demande de mesures d’aménagement seront stockés et utilisés conformément aux lois et aux politiques applicables de Manuvie/John Hancock. Pour demander une mesure d’aménagement raisonnable dans le cadre du recrutement, écrivez à recruitment@manulife.com.

Région principale
Oakville, Ontario Semaine de travail comprimée

Hybride
L’échelle salariale devrait se situer entre
$52,650.00 CAD - $87,750.00 CAD

Si vous posez votre candidature à ce poste en dehors de la région principale, veuillez écrire à recruitment@manulife.com pour obtenir l’échelle salariale correspondant à votre région. Le salaire varie en fonction des conditions du marché local, de la géographie et de facteurs pertinents liés au poste telles les connaissances, les compétences, les qualifications, l’expérience et l’éducation ou la formation. Les employés ont également la possibilité de participer à des programmes de motivation et de toucher une rémunération incitative liée au rendement de l’entreprise et au rendement individuel.

Manuvie offre aux employés admissibles une vaste gamme d’avantages sociaux personnalisables, notamment une assurance soins médicaux, soins dentaires, santé mentale, soins de la vue, invalidité de courte et de longue durée, assurance vie et assurance DMA, assurance adoption, de maternité de substitution et de soins médicaux non urgents ainsi que des programmes d’aide aux employés et leur famille. Nous proposons également aux employés admissibles différents régimes d’épargne-retraite (y compris des régimes de rente et un programme international d’actionnariat assortie de cotisations patronales de contrepartie) ainsi que des ressources en matière d’éducation et de conseils financiers. Notre généreux programme de congés rémunérés au Canada comprend les jours fériés, les congés annuels, les congés personnels et les congés de maladie, et nous offrons toute la gamme des congés autorisés prévus par la loi. Si vous posez votre candidature à ce poste aux États-Unis, veuillez écrire à recruitment@manulife.com pour obtenir de plus amples renseignements sur les dispositions relatives aux congés rémunérés spécifiques aux États-Unis.

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