Advisor Onboarding and Transitions Associate, Manulife Wealth

Job Description

The Advisor Onboarding and Transitions Associate plays a key support role within the Manulife Wealth business, assisting new advisors as they join the organization and providing administrative support throughout the client onboarding process. This role also supports existing advisors across Canada with their transition needs as they progress through their lifecycle and journey within Manulife Wealth. This position reports to the Manager, Advisor Onboarding of Manulife Wealth and directly supports the initiatives being managed and the accompanying change management. Position Responsibilities: Onboarding Team Functions: Completing large volumes of new account openings, updates, and transfer documentation with precision. Conducting detailed data entry across multiple systems, ensuring correctness and adherence to regulatory standards. Reviewing documentation for errors, missing information, or compliance deficiencies prior to submission. Tracking all administrative activities through logs, checklists, and workflow tools to ensure timely completion. Processing transfer fee reimbursements and termination-related tasks (resignations, removals, retirements) with speed and accuracy. Escalating exceptions or irregularities to senior team members to ensure operational integrity. Transition Team Functions: Collecting, validating, and securely storing due‑diligence documents (compliance, legal, KYA, licensing, registration). Ensuring documentation meets MFDA/IIROC regulatory standards and internal controls. Administering advisor code changes, category changes, servicing updates, office relocations, and signage requirements. Executing system updates to maintain data integrity and prevent downstream issues. Coordinating with senior specialists on complex or high‑impact practice changes. Escalation & Collaboration Identifying items that fall outside procedural guidelines and escalating them promptly. Partnering with senior specialists or team leads when encountering high‑impact, exception‑based cases. Maintaining transparent communication with internal stakeholders through timely status updates. Communication & Workflow Transparency Maintaining organized/accurate trackers, logs, and workflow documentation to support transparency and team efficiency. Applying consistent adherence to process standards and regulatory requirements Required Qualifications: Amenability and readiness to work onsite and from home anytime (depending on business need and/or current external environment/situation. Must be willing to work on a night shift work schedule. Exceptional accuracy and attention to detail. Strong organizational and prioritization skills. Ability to manage deadlines in a fast-paced environment. Proficiency in Microsoft Office; ability to learn new systems quickly. Experience in financial services or IIROC/MFDA firms is an asset. Strong service orientation and professional communication skills. Demonstrates specialized expertise within onboarding processes, document

Required Skills