Advisor Onboarding And Transitions Associate, Manulife Wealth

Manulife Wealth

Not specified; not specified; not specified
Hybrid
Night shift work schedule availability
High volume data entry accuracy
Mfda/iiroc regulatory compliance knowledge
Manulife Wealth is seeking an Advisor Onboarding and Transitions Associate to support new and existing advisors through the onboarding and transition processes. The role requires strong organizational skills, attention to detail, and experience in financial services, and offers a hybrid working environment

Job Summary

  • This role supports new and existing financial advisors across Canada through comprehensive onboarding and lifecycle transition processes.
  • The position requires exceptional accuracy in processing large volumes of account openings, updates, and transfer documentation while adhering to strict regulatory standards.
  • Manulife offers a flexible hybrid work environment that empowers employees to learn, grow their careers, and maintain well-being.

Matching Summary

Match Score: 85

Manulife Wealth is seeking an Advisor Onboarding and Transitions Associate to support new and existing advisors through the onboarding and transition processes. The role requires strong organizational skills, attention to detail, and experience in financial services, and offers a hybrid working environment.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Night shift work schedule availability
  • High volume data entry accuracy
  • MFDA/IIROC regulatory compliance knowledge
  • Onsite and remote work flexibility
  • Microsoft Office proficiency

Nice-to-have

  • Bilingual English/French skills
  • Experience with CRM or workflow tools
  • Strong service orientation
  • Ability to guide less experienced members
  • Familiarity with KYC document requirements

Key Requirements

  • Willingness to work night shifts
  • Experience in IIROC/MFDA firms preferred
  • Proficiency in Microsoft Office suite

Work Rights

Not specified

Tailored Resume

Cover Letter