Advisor Onboarding and Transitions Specialist

2 days ago

Vancouver, Canada Manulife Full time

**_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you. _**

**Working Arrangement**

Hybrid

**The Opportunity**

The Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Advisory Services’ business development organization. This role supports our new advisors joining Manulife Securities and Manulife Securities Insurance Inc and providing key transition support for our existing advisor base for a dedicated territory.

**Responsibilities**

Advisor and Licensed Assistant Due Diligence
- Work closely with the field team and act as key Head Office relationship support
- Package and send the due diligence documents/MSII screening to our recruits upon request
- Conduct and analyze credit/criminal checks and regulatory checks and involve compliance when necessary to ensure recruits meet our 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 IRR 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

Advisor Transition Support
- Welcome program
- Responsible for managing Business Initiation kits to be available to new advisors in a timely manner for dedicated territory
- Responsible for managing stationery and signage needs for advisors in dedicated territory
- Manage new advisors using the Integration Support Program as a guideline
- Track activities created by proactive conversations with new advisors in Salesforce
- Oversee and manage MFDA to IIROC process and act as a resource to advisors transitioning from MFDA to IIROC
- When appropriate, travel to key branches to offer support to qualifying advisors
- Manage advisor relocations
- Manage Book Buys for dealer
- Manage terminations for dealer
- Updating policies and procedures

**How will you create impact?**

Act as support for our new advisors transitioning their books of business to Manulife Securities and Manulife Securities Insurance Inc

**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**
- 3-5 years' experience within the industry
- Friendly, flexible, and able to deal with a lot of different personalities
- Ability to work well under pressure
- Exceptional communication skills
- Background in financial services, advisor services, compliance, registration, etc. is an asset
- Bilingual (French/English) is an asset

**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 stakeholders and has a positive social and environmental impact.

LI-Hybrid

**About John Hancock and Manulife**

**Manulife is an Equal Opportunity Employer

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