Senior Transitions Specialist

Senior Transitions Specialist

Senior Transitions Specialist

Apply locations Oakville, Ontario time type Full time posted on Posted 3 Days Ago time left to apply End Date:
January 25, 2025 (28 days left to apply) job requisition id JR24121006

The Senior Advisor Transition Specialist is a critical and multi-functional role within Manulife Wealth business development organization. This role supports our new advisors joining Manulife Wealth and provides key transition support to existing advisors based across Canada.

Position Responsibilities

• Act as support for our new advisors transitioning their books of business to Manulife Wealth Inc.
• Welcome to Manulife program
• Responsible for leading Business Initiation kits to be available to new advisors in a timely manner for dedicated territory
• Responsible for leading stationery and signage needs for advisors in dedicated territory
• Lead new advisors using the Integration Support Program as a guideline
• Track activities created by proactive conversations with new advisors in Salesforce
• Oversee and lead MFD to ID process and act as a resource to advisors transitioning from MFD to ID
• When appropriate, travel to key branches to offer support to qualifying advisors
• Lead advisor relocations
• Lead departures
• Updating policies and procedures

Required Qualifications:

• 5+ years in a role with direct interaction with advisors/assistants
• 5+ years' experience in the financial services industry preferably with an IIROC or MFDA firm
• Post-secondary degree
• Confirmed project management and analytical skills
• Able to travel across Canada (but mainly in Ontario) around 30% - 40% of the time.

Preferred Qualifications:

• Shown ability to implement and deliver solutions in complex environments with challenging resources & constraints
• Shown ability to effectively communicate issues, options, and recommendations to senior management
• Strong interpersonal, negotiation, influencing and relationship management skills
• Superior organizational, planning and priority management skills
• Ability to thrive in a high profile, high pressure environment with time-compressed deadlines and limited resources
• Confirmed focus on customer service

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.

#LI-WAM

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 ***/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 ***.

Primary Location

Oakville, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$60,000.00 CAD - $100,000.00 CAD

If you are applying for this role outside of the primary location, please contact *** 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.