The Opportunity:

Manulife Wealth is a leading provider of insurance and wealth solutions to meet the diverse needs of Canadian families. Within GWAM Canada, Manulife Wealth is comprised of three distribution firms (Advisory Services), an ID (Investment Dealer) securities dealer, an MFD (Mutual Fund Dealer) securities dealer and an insurance MGA (MWISI). Through these three firms we work with over 2000 of Manulife's most closely aligned independent advisors from across Canada.

In this role, the incumbent will play a crucial role in enhancing the experience of advisors & their teams at Manulife Wealth. This role is responsible for delivering a center of expertise for all business-related queries received from our Wealth branches. You will work collaboratively within a supportive environment that values innovation, continuous learning, and proactive improvement. This position is tailor-made for those passionate about professional development, organizational success, and the cultivation of talent within a leading-edge industry setting.

Responsibilities:

• Develop and maintain excellent relationships with advisors through email, conference calls and scheduled office visits.
• Seeking opportunities to provide timely communications to the advisors on new developments and updates on major issues/opportunities being both proactive and reactive in a timely manner in order to minimize impact on advisor relationship.
• Acting as point of escalation and taking full ownership of the resolution.
• Acting as a champion for the solution, this will involve engaging other departments and possibly other Manulife Business Units and field partners.
• The goal to resolve in a timely and effective mannner, acting professionally and in alignment with Manulife values, and managing any business and regulatory requirements that may impact a solution.
• Manage several internal departmental processes as well as on-going support for other members of the advisor support team.
• Develop and maintain ongoing reporting on service levels for key branches that fall under your scope of support.
• Foster strong relationships with internal stakeholders, including operations, recruitment, training, compliance, and IT teams..

How will you create impact?

This position reports to the Director, Advisor Experience of Manulife Wealth and directly supports the initiatives being managed and the accompanying change management.

Skills:

• Ability to quickly build rapport with advisors.
• Strong knowledge of technology used by advisors including back-office systems, portfolio management tools, financial planning software, etc. and how they fit into an advisor practice.
• Ability to effectively partner with internal stakeholders to drive results
• Thrives in a dynamic and fast paced, deadline driven environment.
• Team player with solid interpersonal and leadership skills
• Strong written and verbal communication and presentation skills
• Strong listening, consultative, and relationship management skills
• Detail oriented, analytical and problem-solving capabilities
• Ability to resolve diverse complex situations creatively

Qualifications:

• Bachelor’s degree in Business Administration, Finance, or a related field. Advanced degree or professional certification (e.g., CFP, CFA) is a plus.
• Minimum of 3-5 years of experience in financial services, with a focus on providing a high touch advisor experience
• Proven leadership experience with the ability to manage and develop a high-performing team.
• Strong understanding of wealth management products, services, and industry regulations.
• Exceptional interpersonal and communication skills, with the ability to build strong relationships with advisors and internal stakeholders.
• Demonstrated ability to drive process improvements and implement innovative solutions.
   

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].

Oakville, OntarioHybrid

Salary range is expected to be between

$60,000.00 CAD - $100,000.00 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.