Senior transitions specialist

Société Financière Manuvie
CA - Ontario - Oakville
January 2, 2025
Financial

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

Manulife is a leading global financial services provider that helps people make better decisions and live better lives.
To learn more about us, visit ***.

Manulife is an equal opportunity employer.

At Manulife/John Hancock, we embrace diversity.
We strive to attract, develop, and retain a workforce that is as diverse as our customers, and to foster an inclusive workplace that leverages the diversity of our employees and their skills.
We are committed to ensuring equitable recruitment, retention, promotion, and compensation practices and administer all our practices and programs without discrimination based on race, ancestry, place of origin, color, ethnic origin, citizenship, religion or religious beliefs, gender (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 protected ground under applicable law.

We prioritize removing barriers to equal employment access.
Therefore, a representative from Human Resources will work with candidates requesting reasonable accommodation during the recruitment process.
All information provided during the accommodation request process will be stored and used in accordance with applicable laws and Manulife/John Hancock policies.

Main Region

Oakville, Ontario

Workweek

Hybrid

Salary Range

$60,000.00 CAD - $100,000.00 CAD

If you are applying for this position outside the main region, please write to *** for the salary range corresponding to your region.
Salary varies based on local market conditions, geography, and relevant position factors such as knowledge, skills, qualifications, experience, and education or training.
Employees also have the opportunity to participate in incentive programs and receive performance-related compensation linked to company performance and individual performance.

Manulife offers eligible employees a wide range of customizable benefits, including medical care, dental care, mental health care, vision care, short- and long-term disability, life insurance, adoption, surrogate maternity, and non-urgent medical care, as well as employee and family assistance programs.
We also offer eligible employees various retirement savings plans (including pension plans and an international share ownership program with employer matching contributions) as well as financial education and counseling resources.
Our generous paid leave program in Canada includes holidays, annual leave, personal leave, and sick leave, and we offer the full range of legally mandated leaves.
If you are applying for this position in the United States, please write to *** for more information on specific paid leave provisions in the United States.

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Read the full job description and apply online on the recuiter's web-site

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