Advisor Onboarding and Transitions Specialist

4 weeks ago

Oakville, Canada Manulife 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

**The Opportunity**

The Manulife Securities Insurance Inc (MSII) Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Advisory Services’ business development organization. This role supports our new advisors and providing key transition support for Manulife's existing advisors.

**Responsibilities**
- Advisor and Licensed Assistant Due Diligence and Insurance Contracting
- 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
- For insurance recruits, conduct insurance council reviews, ensure appropriate licensing and E&O coverage is in place
- Work with compliance in acquiring 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 Legal department to draft binding agreement for sign off from senior management and recruit
- Track all activities in Salesforce ensuring accuracy

**Advisor Transition Support**
- Act as support for our new advisors transitioning their books of business to Manulife Securities and Manulife Securities Insurance Inc
- Initiate paperwork outside of MSII, by Receiving MGA
- Responsible for managing stationery and signage needs for advisors in dedicated territory
- Prepare Transfer forms/ invoice for transfer-outs
- Manage new advisors using the Integration Support Program as a guideline
- Track activities created by proactive conversations with new advisors in Salesforce
- Handle advisor relocations, Book Buys for dealer and MSII, advisors terminations for dealer and MSII advisors

**Key Operational Functions**
- Maintain current E&O and licensing for MSII only advisors
- Notify and communicate with 3rd party carriers to ensure we meet our regulatory obligations
- Ordering 3rd party selling codes
- Creating and maintaining WealthServ advisor profiles
- Act as the key relationship person between MSII and our carriers
- Handle WealthServ feed errors, correct where required

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

**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 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

**Manulife is an Equal **Opportunity Employer**

It is our priority to remove barriers to provide equal access to employment.

LI-Hybrid

**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, an

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