Advisory Support Expert

6 days ago


Oakville, Ontario, Canada Manulife Insurance Malaysia Full time
About the Job:

The Senior Advisor Transition Specialist is responsible for supporting new and existing advisors within the Manulife Wealth business development organization. This role ensures effective transition processes, welcome programs, and integration initiatives across Canada.

Main Responsibilities:
- Provide support to new advisors during book of business transitions to Manulife Wealth Inc.
- Coordinate Business Initiation kits for timely delivery to new advisors in assigned territories
- Manage stationery and signage requirements for advisors in designated areas
- Lead the Integration Support Program for new advisors
- Monitor activities resulting from proactive conversations with new advisors in Salesforce
- Facilitate the MFD to ID process and act as a resource for advisors undergoing this transition
- Offer support to eligible advisors at key branches

Essential Skills and Experience:
- 5+ years of experience working closely with advisors/assistants
- 5+ years of experience in the financial services sector, ideally with an IIROC or MFDA firm
- Post-secondary degree
- Proven proficiency in project management and analysis
- Capacity to travel extensively across Canada (mostly in Ontario) around 30-40% of the time

Nice to Have:
- Proven track record of implementing and delivering solutions in intricate settings with demanding resources and constraints
- Excellent communication of complex issues, options, and suggestions to senior management
- Exceptional interpersonal, negotiation, influencing, and relationship management skills
- Outstanding organizational, planning, and prioritization abilities
- Thriving in fast-paced, high-stakes environments with tight deadlines and limited resources
- Strong emphasis on customer satisfaction

What We Offer:
In this role, you will have the opportunity to grow professionally, receive recognition, and work in a flexible environment that values your well-being.
  • Operations Director

    4 days ago


    Oakville, Ontario, Canada ML6 Search + Talent Advisory Full time

    Company OverviewML6 Search + Talent Advisory is a leading provider of healthcare services, dedicated to delivering exceptional patient care and outstanding financial results.Job DescriptionWe are seeking an experienced General Manager to join our team in Oakville. As a key member of our senior leadership team, you will be responsible for overseeing...


  • Oakville, Ontario, Canada Raymond James Financial Full time

    Required Skills and QualificationsTo succeed in this role, the ideal candidate must possess the following qualifications:- Approval as a Registered Representative (RR) with CIRO,- Successful completion of the Wealth Management Essentials (WME) course,- University degree,- Exceptional written and verbal communication skills,- High level of time management,...


  • Oakville, Ontario, Canada Manulife Financial Full time

    About the RoleThe Advisor Transition Specialist is a key position within Advisory Services' business development organization, requiring strong organizational and communication skills.This role involves working closely with the field team to provide seamless support to existing advisors during transitions, ensuring minimal disruption to their businesses.A...


  • Oakville, Ontario, Canada Nour Private Wealth Full time

    Job DescriptionWe are seeking an experienced and strategic Chief Financial Officer (CFO) to join our team at Nour Private Wealth. As a key member of our executive leadership team, you will be responsible for overseeing financial planning, capital management, and internal controls.The ideal candidate will have a strong background in accounting and financial...


  • Oakville, Ontario, Canada Phoenix Search Group Inc. Full time

    We are seeking a Commercial Contracts Expert to join our team at Phoenix Search Group Inc. As a key member of our organization, you will be responsible for providing management with expert advice on company strategies, products, processes, and risks.Responsibilities:You will work closely with the Senior Legal Counsel to support the business in all areas,...


  • Oakville, Ontario, Canada Migrance Canadian Immigration Services Full time

    Migrance Canadian Immigration Services is a leading firm dedicated to helping individuals and families with their immigration to Canada. Our team provides end-to-end services, personalized support, and expert guidance to ensure a seamless settlement experience for our clients.Job SummaryThis is a full-time on-site role in Oakville, ON for an Immigration...


  • Oakville, Ontario, Canada Innomar Strategies Inc. Full time

    We are looking for a seasoned Capital Planning Expert to join our team at Innomar Strategies Inc. This critical role involves developing strategic investment plans that drive business growth and success.Main ObjectivesDevelop dynamic financial models to support scenario analysis, ensuring effective interpretation and communication of data.Deliver routine...


  • Oakville, Ontario, Canada Phoenix Search Group Inc. Full time

    Key Responsibilities:The successful Business and Commercial Law Expert will be responsible for providing expert advice on a wide range of business and commercial law matters, including contract negotiation and drafting, dispute resolution, and regulatory compliance.Collaborate with cross-functional teams to develop and implement business strategies that...


  • Oakville, Ontario, Canada Bartlett Tree Experts Full time

    Bartlett Tree Experts is seeking a Customer Service Representative - Office Support to join our team in Oakville. In this role, you will be responsible for answering incoming phone calls, performing customer service/administrative tasks, and supporting office and production team members. If you are highly motivated, able to multitask, and possess strong...


  • Oakville, Ontario, Canada Challenger Motor Freight Inc Full time

    We are looking for an Electronic Data Interchange Expert to join our team at Challenger Motor Freight Inc. The ideal candidate will have a strong background in EDI X12 standards and EDI translator tools, as well as experience with EDI mapping, trading partner setup, and EDI communications protocols.The Electronic Data Interchange Expert will be responsible...


  • Oakville, Ontario, Canada Tbwa ChiatDay Inc Full time

    At Geotab, we're looking for a skilled IT Service Management Expert to join our team. As a key member of our IT organization, you will be responsible for ensuring the smooth execution and continuous improvement of IT services within the company.Job Description:The successful candidate will have a strong background in ITIL, including Major Incident, Problem,...


  • Oakville, Ontario, Canada Tesla, Inc. Full time

    Job SummaryTesla, Inc. is seeking a highly skilled Collision Field Technical Specialist to join our team. This role involves providing expert technical support to our internal and external partners across the globe.Key Responsibilities:- Troubleshoot complex body repair issues at Tesla Approved Collision Centers and Tesla Collision Centers- Collaborate with...


  • Oakville, Ontario, Canada Fengate Asset Management Full time

    About Fengate Asset ManagementFengate Asset Management is an alternative investment manager that delivers tailored solutions to investors worldwide. With a focus on real estate, infrastructure, and private equity, we provide expert advice and exceptional service to our clients.We're committed to fostering a culture of innovation, collaboration, and...


  • Oakville, Ontario, Canada Spark Power Corp Full time

    **Job Overview:**We are seeking a highly skilled IT Business Solutions Expert to join our team at Spark Power Corp. As an IT Business Solutions Expert, you will be responsible for delivering high-quality and scalable solutions in software applications and business processes.The ideal candidate will have a strong understanding of business requirements and the...


  • Oakville, Ontario, Canada Liberty Full time

    About Us:Liberty is a leading provider of sustainable energy and water solutions, dedicated to sustaining energy and water for life. Our purpose is reflected in everything we do as a business and as an employee team. We are committed to building a diverse and inclusive workforce, where everyone has the opportunity to succeed. We value each person's unique...


  • Oakville, Ontario, Canada Moen Full time

    At Moen, we're committed to delivering exceptional customer experiences that exceed expectations.Job DescriptionWe're seeking a skilled Product Service Expert to join our team. In this role, you'll be the first point of contact for customers with product and technical support inquiries.Your key responsibilities will include:Delivering world-class service to...


  • Oakville, Ontario, Canada 〡 Solvyris International Ltd. Full time

    At Solvyris International Ltd., we are a Canadian-Australian consulting firm with branches in the United Kingdom and the United States. Our company is built on a strong team of three co-founders and 50+ experts across every continent, covering fourteen ISO standards from preparation to certification and beyond.We are an international organization that offers...


  • Oakville, Ontario, Canada PCL Full time

    Key QualificationsWe are looking for a highly motivated and experienced Technical Compliance Manager who possesses a Bachelor's degree and/or Professional Engineer in Electrical Engineering or Renewable Energy. You should have 10+ years of progressive field, design, and commissioning experience in the North American solar industry.Main...


  • Oakville, Ontario, Canada Caterpillar Brazil Full time

    Caterpillar Brazil is seeking a highly skilled Canadian Equipment Rental Expert to join our team in Canada. As a key member of our organization, you will play a critical role in driving business growth through strategic planning and execution. Your primary objective will be to support the growth of profitable rental revenue with our Caterpillar Dealers,...


  • Oakville, Ontario, Canada Softchoice Full time

    About the Role:We are seeking a highly skilled Cloud Architect to join our team as an AWS Solution Expert. As a key member of our presales team, you will be responsible for designing and implementing comprehensive cloud strategies that align with our organization's business objectives.Key Responsibilities:Collaborate with sales teams and clients to...