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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in advisor onboarding processes, including contracting, licensing, and compliance within the insurance industry. Proficient in managing transitions and providing exceptional support to advisors while ensuring adherence to regulatory standards.
Highest-signal resume keywords
Advisor OnboardingLicensing ComplianceWealthServ ExperienceInsurance OperationsBilingualism (English and French)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Advisor ContractingRegulatory DocumentationTransition ManagementCarrier AppointmentsDocumentation Processing
Soft Skills
Organizational SkillsCommunication SkillsProblem-Solving Skills
Tools & Technologies
WealthServInternal SystemsCarrier Platforms
Industry Keywords
MGA OperationsInsurance IndustryAdvisor MaintenanceCompliance Standards
About the role
Key responsibilities & impact- Coordinate end-to-end onboarding of new advisors joining the MGA
- Review and process advisor contracting packages for completeness and accuracy
- Facilitate advisor setup through WealthServ, internal systems, and carrier platforms
- Partner with Compliance, Technology, and Operations teams to activate advisor profiles and access
- Manage advisor transfers, branch transfers, and book-of-business transitions
- Coordinate carrier appointments, code transfers, and advisor maintenance updates
- Track transition activities and communicate status updates to stakeholders
- Obtain and process required documentation within service standards
- Validate advisor licensing requirements and regulatory documentation
- Monitor licensing expiries and deficiencies and support remediation
- Ensure activities comply with regulatory, carrier, and internal standards
- Liaise with insurance carriers regarding contracting, code requests, and maintenance
- Escalate and resolve onboarding and transfer-related issues
- Serve as subject matter expert for carrier onboarding requirements and processes
- Support advisors during onboarding and transition periods
- Provide guidance on requirements, timelines, and system access
- Deliver a professional, responsive, and advisor-centric experience
Requirements
What you’ll need- 2-5 years of experience in insurance operations, advisor onboarding, contracting, licensing, or transfers
- Post-secondary education in Business, Finance, Insurance, or a related field
- Knowledge of MGA operations, advisor contracting processes, and insurance carriers
- Experience with WealthServ or similar advisor management systems is considered an asset
- Strong understanding of licensing and compliance requirements within the insurance industry
- Excellent organizational, communication, and problem-solving skills
- Ability to manage multiple priorities in a fast-paced environment
- Bilingualism (English and French) is a strong asset; if the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec
Benefits
Comp & perks- Flexible environment supporting learning, growth, well-being, and inclusion
- Health insurance
- Dental insurance
- Mental health benefits
- Vision coverage
- Short- and long-term disability coverage
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans
- Pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days
- Statutory leaves of absence
- Incentive programs and incentive compensation tied to business and individual performance