28 Oct
Manulife
Toronto
This role supports our new advisors and providing key transition support for Manulife's existing advisors.
Position Responsibilities
Advisor and Licensed Assistant Due Diligence and Insurance Contracting
Work closely with the field team and act as key Head Office relationship support
Package and send the due diligence documents/MWISI screening to our recruits upon request
Conduct and analyze credit/criminal checks and regulatory checks and involve compliance when necessary to ensure recruits meet our requirements
For insurance recruits, conduct insurance council reviews, ensure appropriate licensing and E&O; coverage is in place
Work with compliance in acquiring approvals for any outside business activities,
trade names and know your advisor conversations
Present recruits to the Due Diligence committee for approvals on a weekly basis
Work with Legal department to draft binding agreement for sign off from senior management and recruit
Track all activities in Salesforce ensuring accuracy
Advisor Transition Support
Act as support for our new advisors transitioning their books of business to Manulife Wealth and Manulife Wealth Insurance Services Inc.
Initiate paperwork outside of MWISI, by receiving MGA
Responsible for handling stationery and signage needs for advisors in dedicated territory
Prepare Transfer forms/ invoice for transfer-outs
Lead new advisors using the Integration Support Program as a guideline
Track activities created by proactive conversations with new advisors in Salesforce
Handle advisor relocations, and manage departures
Key Operational Functions
Maintain current E&O; and licensing for MWISI only advisors
Notify and communicate with 3rd party carriers to ensure we meet our regulatory obligations
Ordering 3rd party selling codes
Creating and maintaining Wealth
Serv advisor profiles
Act as the key relationship person between MWISI and our carriers
Handle Wealth
Serv feed errors, correct where require
Required Qualifications
3-5 years' experience within the Insurance industry
Good communication in English
Preferred Qualifications
Friendly, flexible, and able to deal with a lot of different personalities with outstanding communication skills
Ability to work well under pressure
Background in financial services, advisor services, compliance, or registration, etc. is preferred
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.
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
https://www.manulife.com/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
[email protected] .
Primary Location
Oakville, Ontario
Working Arrangement
Hybrid
Salary range is expected to be between
$52,650.00 CAD - $87,750.00 CAD
If you are applying for this role outside of the primary location, please contact
[email protected]
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.
If you are applying for this role in the U.S., please contact
[email protected]
for more information about U.S.-specific paid time off provisions.
▶️ Advisor Onboarding & Transitions Specialist-Insurance
🖊️ Manulife
📍 Toronto