About

The Opportunity: Manulife Wealth is a leading provider of insurance and wealth solutions to meet the diverse needs of Canadian families. Within GWAM Canada, Manulife Wealth is comprised of three distribution firms (Advisory Services), an ID (Investment Dealer) securities dealer, an MFD (Mutual Fund Dealer) securities dealer and an insurance MGA (MWISI). Through these three firms we work with over 2000 of Manulife's most closely aligned independent advisors from across Canada. In this role, the incumbent will play a crucial role in enhancing the experience of new advisors joining Manulife Wealth. This role is responsible for overseeing the entire onboarding and transition process, ensuring a seamless and positive experience for advisors, and driving continuous improvement in our processes and support systems. You will work collaboratively within a supportive environment that values innovation, continuous learning, and proactive improvement. This position is tailor-made for those passionate about professional development, organizational success, and the cultivation of talent within a leading-edge industry setting. Position Responsibilities: Lead and coach a team to support the Director in executing strategic initiatives that elevate the advisors’ experience across onboarding and transition programs Develop and implement strategic plans for the advisor onboarding and transition process Collaborate with senior leadership to align onboarding strategies with the company’s overall objectives Collaborate with key partners to ensure that all new advisors receive comprehensive training and support during their transition period. Develop and continuously refine transition and onboarding materials to ensure a seamless experience, including both internal tools and advisor-facing resources that support smooth integration into Manulife Wealth Provide personalized support to advisors during their transition, addressing any challenges and ensuring a smooth integration. Regularly assess and refine onboarding and transition processes by leveraging feedback and industry best practices, while introducing innovative solutions to improve efficiency and elevate advisor satisfaction Monitor KPIs and define performance metrics to produce data-driven reports that assess the effectiveness and overall impact of onboarding and transition initiatives Foster strong relationships with internal stakeholders, including but not limited to Advisor Support team, Training, Compliance, and Field Technology teams Act as the primary point of contact for new advisors during their onboarding and transition period. Preferred Qualifications: Ability to quickly build rapport with advisors Strong knowledge of technology used by advisors including back-office systems, portfolio management tools, financial planning software, etc. and how they fit into an advisor practice Experience in managing vendor relationships. Ability to effectively partner with internal stakeholders to drive results Thrives in a dynamic and fast paced, deadline driven environment Team player with solid interpersonal and leadership skills Strong written and verbal communication and presentation skills Strong listening, consultative, and relationship management skills Detail oriented, analytical and problem-solving capabilities Ability to resolve diverse complex situations creatively Experience in the financial services industry preferably with an IIROC or MFDA firm is an asset Ability to travel across Canada around 40% of the time Required Qualifications: Bachelor’s degree in Business Administration, Finance, or a related field. Advanced degree or professional certification (e.g., CFP, CFA) is a plus. Proven leadership experience with the ability to manage and develop a high-performing team. Minimum of 5 years of experience in financial services, with a focus on advisor onboarding, transitions, or related areas. Exceptional interpersonal and communication skills, with the ability to build strong relationships with advisors and internal stakeholders. Excellent project management skills with the ability to handle multiple priorities and deadlines. Demonstrated success in delivering impactful solutions within complex, resource-constrained environments, while driving process enhancements and implementing innovative improvements Proven ability to thrive in fast-paced, ambiguous environments undergoing frequent change. Demonstrated resilience and adaptability in navigating shifting priorities, evolving processes, and complex challenges with a proactive and solution-oriented mindset Strong understanding of wealth management products, services, and industry regulations. Proficiency in CRM software and other relevant technology platforms. When you join our team: We’ll empower you to learn and grow the career you want. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we’ll support you in shaping the future you want to see. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html. Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com. Referenced Salary Location Toronto, Ontario Working Arrangement Hybrid Salary range is expected to be between $86,250.00 CAD - $155,250.00 CAD If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact recruitment@manulife.com for more information about U.S.-specific paid time off provisions. We're Manulife. And we’re on a mission to make decisions easier and lives better. Better is what drives us. It’s what inspires us to find new ways to support customers and colleagues in living longer and healthier lives. It’s the reason we’re dedicated to investing in digital innovation and accelerating a sustainable and economically inclusive future. Joining us means you’ll be empowered to learn and grow your career. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. And as part of our global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go. We’re proud of our accomplishments and recognitions. Recent awards include: 2024 Gallup Exceptional Workplace Award Winner Manulife Named one of Forbes World’s Best Employers 2023 Best Companies to Work for in Asia 2023 We’ve been recognized as one of Canada’s Top 100 Employers (2024) Manulife included in Bloomberg’s 2023 Gender-Equality Index To receive our latest job opportunities directly to your inbox, create an account or sign in and navigate to the ‘Job Alerts’ section located in the top right corner of the page. From there, you can sign up to receive job alerts. Our ambition is to be the most digital, customer-centric global company in our industry. Learn more at https://www.manulife.com/.