Senior Advisor Integration Manager
4 days ago
The Senior Advisor Transition Specialist is a crucial member of the Manulife Wealth business development organization, focusing on ensuring smooth transitions for new and existing advisors. This role involves facilitating book of business transfers, welcome programs, and integration initiatives across Canada.
Main Accountabilities:
- Ensure successful transitions of new advisors' books of business to Manulife Wealth Inc.
- Lead the coordination of Business Initiation kits for timely availability to new advisors in designated territories
- Oversee the setup of stationery and signage for advisors in assigned areas
- Implement the Integration Support Program for new advisors
- Monitor activities resulting from proactive conversations with new advisors in Salesforce
- Coordinate the MFD to ID process and act as a resource for advisors making this transition
- Offer support to eligible advisors at key branches
Requirements:
- 5+ years of experience in a role interacting directly with advisors/assistants
- 5+ years of experience in the financial services industry, preferably with an IIROC or MFDA firm
- Post-secondary degree
- Confirmed project management and analytical skills
- Ability to travel extensively across Canada (mainly Ontario) around 30-40% of the time
Desirable Qualities:
- Demonstrated ability to implement and deliver solutions in complex environments with challenging resources and constraints
- Effective communication of complex issues, options, and recommendations to senior management
- Strong interpersonal, negotiation, influencing, and relationship management skills
- Superior organizational, planning, and priority management skills
- Thriving in high-profile, high-pressure environments with time-compressed deadlines and limited resources
- Emphasis on customer service
About Manulife:
Manulife Financial Corporation is a leading international financial services provider, helping people make informed decisions and live better lives.
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