Responsibilities- Coordinate advisor transition activities from recruitment through registration readiness and transition implementation.
- Serve as a primary point of contact for advisors throughout the transition process.
- Support recruitment efforts by providing transition guidance, operational support, and due diligence coordination throughout the recruitment lifecycle.
- Coordinate and facilitate due diligence activities, ensuring required documentation, information, and approvals are obtained to support informed business decisions.
- Provide guidance regarding advisor registration requirements, licensing pathways, contracting processes, and transition procedures.
- Lead transition activities for assistant upgrades, newly licensed advisors, zero-asset advisors, and lower-complexity recruitment opportunities.
- Develop and execute transition plans tailored to advisor requirements and transition objectives.
- Partner with advisors to identify transition risks and support mitigation strategies.
- Collaborate with Compliance, Registration, Supervision, Operations, Technology, Legal, Training, and Business Development teams to support transition readiness.
- Support advisor transitions involving registration changes, branch relocations, business model conversions, and other transition-related activities.
- Develop and maintain transition resources, process documentation, best practices, and advisor-facing materials.
- Monitor transition activities, escalate issues as appropriate, and support timely resolution.
- Contribute recommendations to improve transition processes, service delivery, and advisor experience.
- Support strategic initiatives, change management activities, and continuous improvement efforts.
Skills- Working knowledge of advisor registration processes, licensing requirements, and regulatory frameworks.
- Strong relationship management and interpersonal skills.
- Strong organizational and project coordination capabilities.
- Effective communication and stakeholder management abilities.
- Strong analytical, problem-solving, and critical-thinking skills.
- Ability to manage multiple priorities in a fast-paced environment.
- High attention to detail and commitment to service excellence.
- Ability to collaborate effectively across multiple business functions.
Qualifications- Post-secondary degree in Business, Finance, Commerce, or a related discipline.
- Minimum 1-3 years of experience in wealth management, recruiting support, or related operational functions.
- Demonstrated ability to manage multiple priorities and deliver results in a fast-paced environment.
- Strong communication, relationship management, and stakeholder coordination skills.
- Experience supporting advisor transitions, registration activities, licensing processes, or advisor recruitment activities is an asset.
- Working knowledge of CIRO registration requirements, advisor licensing frameworks, and advisor contracting processes is an asset.
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.
The role being advertised is an existing vacancy.
Referenced Salary LocationBurlington, Ontario
Working ArrangementHybrid
Salary range is expected to be between$62,850.00 CAD - $104,750.00 CAD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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. If you are applying for this role outside of the primary location, please contact [redacted] for the salary range for your location.
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 [redacted] for more information about U.S.-specific paid time off provisions.
