Advisor Onboarding And Transitions Associate, Manulife Wealth

Manulife

Hybrid
Night shift work schedule availability
High volume data entry precision
Mfda/iiroc regulatory standards adherence
The Advisor Onboarding and Transitions Associate role at Manulife Wealth entails providing essential support for the onboarding of new advisors and assisting existing advisors with transition needs. The position requires strong organizational skills, attention to detail, and proficiency in data management within a hybrid work environment

Job Summary

  • This role provides critical support to new advisors joining Manulife Wealth while managing administrative tasks throughout the client onboarding process.
  • The position requires strict adherence to MFDA/IIROC regulatory standards when collecting, validating, and storing due-diligence documents for advisor transitions.
  • Manulife offers a flexible hybrid working environment that empowers employees to learn, grow their careers, and maintain well-being.

Matching Summary

Match Score: 85

The Advisor Onboarding and Transitions Associate role at Manulife Wealth entails providing essential support for the onboarding of new advisors and assisting existing advisors with transition needs. The position requires strong organizational skills, attention to detail, and proficiency in data management within a hybrid work environment.

Skills & Requirements

Must-have

  • Night shift work schedule availability
  • High volume data entry precision
  • MFDA/IIROC regulatory standards adherence
  • Onsite and remote work flexibility
  • Strong organizational and prioritization skills

Nice-to-have

  • Experience in financial services industry
  • Bilingual English/French communication skills
  • CRM or workflow management tool proficiency
  • Service orientation and professional demeanor
  • Guidance capabilities for less experienced members

Key Requirements

  • Must be willing to work night shifts
  • Proficiency in Microsoft Office required
  • Ability to manage deadlines in fast-paced environment
  • Experience with IIROC/MFDA firms preferred
  • Demonstrated expertise in onboarding processes

Work Rights

Not specified

Tailored Resume

Cover Letter