Advisor Onboarding and Transitions Specialist

4 months 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

  • Director, Advisor Onboarding and Transition

    5 months 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...

  • Advisor Onboarding

    5 days ago

    oakville, Canada Société Financière Manuvie Full time

    This role supports our new advisors and providing key transition support for Manulife's existing advisors.Position ResponsibilitiesAdvisor and Licensed Assistant Due Diligence and Insurance ContractingWork closely with the field team and act as key Head Office relationship supportPackage and send th

  • Electrical Product Transition Specialist

    4 weeks ago

    Oakville, Ontario, Canada Siemens Canada Limited Full time

    Siemens Canada Limited is seeking a driven and talented Electrical Product Transition Specialist to join our dynamic team. In this role, you will play a crucial part in guiding the transition of legacy products to new offerings within our Electrical Products business. As an integral member of our team, you will collaborate closely with various departments,...

  • Electrical Product Transition Specialist

    2 months ago

    Oakville, Ontario, Canada Siemens Canada Limited Full time

    Siemens Canada Limited is seeking a driven and talented Electrical Product Transition Specialist to join our dynamic team. In this role, you will play a crucial part in guiding the transition of legacy products to new offerings within our Electrical Products business. As an integral member of our team, you will collaborate closely with various departments,...

  • Customer Onboarding

    5 months ago

    Oakville, Canada ASL Distribution Services Ltd Full time

    Established in 1959 and recognized as one of Canada’s Best Managed Companies since 2008, ASL Distribution Services Limited (ASL) is a powerful distribution hub for leading North American companies, including Fortune 100 companies. ASL is a dynamic and passionate third party logistics service provider that offers its clients a diverse range of customized...

  • Cleaning Specialist

    2 weeks ago

    Oakville, Ontario, Canada SIX GIGA SOLUTIONS Corp. Full time

    Job Title: Cleaning SpecialistSix Giga Solutions Corp. is seeking a skilled Cleaning Specialist to join our team. As a Cleaning Specialist, you will be responsible for maintaining a clean and safe environment for our clients. This includes dusting furniture, cleaning and disinfecting elevators, and washing windows, walls, and ceilings.Work EnvironmentOur...

  • Insurance Advisor

    1 month ago

    Oakville, Ontario, Canada 019981 Hub International Ontario Limited Full time

    About the RoleWe're seeking a seasoned Personal Lines Insurance Advisor to join our dynamic team. As a trusted advisor, you'll provide expert guidance and support to our clients, helping them navigate the complexities of personal insurance. With your industry expertise and passion for delivering exceptional client experiences, you'll play a key role in...

  • Insurance Advisor

    1 month ago

    Oakville, Ontario, Canada 019981 Hub International Ontario Limited Full time

    About the RoleWe're seeking a seasoned Personal Lines Insurance Advisor to join our dynamic team. As a trusted advisor, you'll provide expert guidance and support to our clients, helping them navigate the complexities of personal insurance. With your industry expertise and passion for delivering exceptional client experiences, you'll play a key role in...

  • Insurance Advisor

    1 month ago

    Oakville, Ontario, Canada 019981 Hub International Ontario Limited Full time

    About the RoleWe're seeking a seasoned Personal Lines Insurance Advisor to join our dynamic team. As a trusted advisor, you'll provide expert guidance and support to our clients, helping them navigate the complexities of personal insurance. With your industry expertise and passion for delivering exceptional client experiences, you'll play a key role in...

  • Insurance Advisor

    1 month ago

    Oakville, Ontario, Canada 019981 Hub International Ontario Limited Full time

    About the RoleWe're seeking a seasoned Personal Lines Insurance Advisor to join our dynamic team. As a trusted advisor, you'll provide expert guidance and support to our clients, helping them navigate the complexities of personal insurance. With your industry expertise and passion for delivering exceptional client experiences, you'll play a key role in...

  • Parts Advisor

    5 months ago

    Oakville, Canada Tesla Full time

    What to Expect At Tesla, our Parts Advisors play an important role in service operations, offering fundamental support to both Technicians and customers in our mission to accelerate the world’s transition to sustainable energy. As a Parts Advisor, you will provide critical parts support to the service center; liaise with other departments, as well as...

  • Service Advisor

    5 months ago

    Oakville, Canada Oakville Toyota Full time

    Oakville Toyota is currently looking to add a **Service Advisor** to their team in Oakville. Our **Service Advisors** are one of the first points of contact with customers who bring their vehicles in for service. They are responsible for advising customers on the necessary services required to their vehicle, as well as on routine maintenance. The...

  • Service Advisor

    5 months ago

    Oakville, Canada Oakville Toyota Full time

    Oakville Toyota is looking for a **Service Advisor** to join their team in Oakville. Our **Service Advisors** are one of the first points of contact with customers who bring their vehicles in for service. They are responsible for advising customers on the necessary services required to their vehicle, as well as on routine maintenance. The **Service**...

  • Service Advisor

    4 months ago

    Oakville, Canada The Humberview Group Full time

    Oakville Toyota is looking to add a **Service Advisor** to their team in Oakville. Our **Service Advisors** are one of the first points of contact with customers who bring their vehicles in for service. They are responsible for advising customers on the necessary services required to their vehicle, as well as on routine maintenance. The **Service**...

  • Banking Advisor

    1 month ago

    Oakville, Ontario, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals, and building lasting relationships.Key ResponsibilitiesGreet clients and answer their questions in a...

  • Service Advisor

    5 months ago

    Oakville, Canada The Humberview Group Full time

    Oakville Toyota is looking to add a **Service Advisor** to their team in Oakville. Our **Service Advisors** are one of the first points of contact with customers who bring their vehicles in for service. They are responsible for advising customers on the necessary services required to their vehicle, as well as on routine maintenance. The **Service**...

  • Banking Advisor

    4 weeks ago

    Oakville, Ontario, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and motivated Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional customer service and building lasting relationships with our clients.Key ResponsibilitiesGreet clients and answer their questions in a friendly and approachable manner.Help...

  • Banking Advisor

    4 weeks ago

    Oakville, Ontario, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and motivated Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional customer service and building lasting relationships with our clients.Key ResponsibilitiesGreet clients and answer their questions in a friendly and approachable manner.Help...

  • Parts Advisor

    5 months ago

    Oakville, Canada Tesla Full time

    Tesla participates in the E-Verify Program **What to Expect** At Tesla, our Parts Advisors play an important role in service operations, offering fundamental support to both Technicians and customers in our mission to accelerate the world’s transition to sustainable energy. As a Parts Advisor, you will provide critical parts support to the Service Center;...

  • Junior Parts Advisor

    5 months ago

    Oakville, Canada Oakville Toyota Full time

    Are you detail-oriented? Do you enjoy understanding all of the little intricate parts that make up the vehicle whole? You might be a great fit for a Parts Advisor position._ Oakville Toyota is looking for a **Junior **Parts Advisor** to join their team in Oakville. Our **Parts Advisors** are responsible for providing exceptional customer service, selling,...