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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in end-to-end recruiting, onboarding processes, and advisor technology, while fostering strong relationships with stakeholders and providing exceptional support to advisors. Proven ability to manage multiple priorities and deliver solutions in fast-paced, high-pressure environments.
Highest-signal resume keywords
Project ManagementAdvisor Technology KnowledgeBilingualism in English and FrenchFinancial Services ExperienceRelationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data EntryOnboarding ProcessesContracting ProcessesTransition SupportAnalytical Problem-SolvingComplex Situation ResolutionVendor Relationship ManagementPortfolio Management ToolsFinancial Planning Software
Soft Skills
Communication SkillsInterpersonal SkillsTeamworkLeadership SkillsConsultative Skills
Tools & Technologies
Back-Office SystemsRecruiting Software
Industry Keywords
Financial ServicesIIROCMFDAComplianceWealth Management
About the role
Key responsibilities & impact- Conduct proactive outbound calls to potential advisor recruits and secure follow-up appointments
- Execute end-to-end recruiting, contracting, transition, and onboarding processes for advisors joining Manulife Wealth
- Manage onboarding for new advisors, including account setup and systems integration
- Support advisors transitioning books of business to Manulife Wealth and other wealth lines of business
- Collaborate with team members to implement best practices and improve efficiency
- Partner with stakeholders to provide training and transition support
- Develop and maintain recruiting, contracting, and onboarding materials and resources
- Provide personalized transition support and resolve advisor challenges
- Implement solutions to streamline processes and enhance advisor satisfaction
- Foster relationships with recruitment, training, compliance, and IT teams
- Ensure clear and consistent communication throughout onboarding and transitions
- Provide ongoing transition support to existing advisors throughout their careers
Requirements
What you’ll need- Excellent project management skills, with the ability to manage multiple priorities, onboarding processes, and deadlines
- Proven ability to implement and deliver solutions in complex environments with competing resources and constraints
- Ability to thrive in a high-profile, high-pressure, fast-paced, and deadline-driven environment with limited resources
- Exceptional data-entry skills, with a high degree of accuracy and attention to detail
- Excellent written and verbal communication, presentation, and interpersonal skills, including the ability to manage relationships and escalations effectively
- Strong listening, consultative, relationship-management, teamwork, interpersonal, and leadership skills
- Detail-oriented approach with strong analytical, creative problem-solving, and complex situation-resolution capabilities
- Ability to quickly build rapport with advisors and effectively partner with internal stakeholders to drive results
- Strong knowledge of advisor technology, including back-office systems, portfolio-management tools, and financial-planning software
- Experience managing vendor relationships
- Ability to travel across Canada approximately 30% of the time
- Experience in the financial services industry, preferably with an IIROC- or MFDA-regulated firm, is an asset
- Bilingualism in English and French is a strong asset; required in Québec to support clients from various provinces outside Quebec
- Post-secondary degree is preferred
Benefits
Comp & perks- Flexible work environment supporting well-being and inclusion
- Learning and career growth support
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans
- Pension plan
- 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