Regional Associate supporting advisory teams at Manulife Wealth across Ontario. Responsible for communications, advisor support, strategic planning, and relationship management.
Responsibilities
Serve as a liaison between advisors and the firm.
Coordinate with internal support teams for advisor resource access.
Maintain ongoing relationships with advisors to address needs.
Assist in regional strategy development and execution.
Collaborate with Regional Leads to identify growth opportunities.
Foster relationships with branches, advisors, and teams.
Lead and support recruiting efforts in the region.
Support advisors in transition and succession planning.
Identify opportunities for improving processes and advisor experience.
Provide guidance and mentorship to advisory teams.
Requirements
Proven experience working with and supporting independent advisors in Canada.
Proven experience working with cross-functional agile teams and projects.
5+ years in wealth management and financial advisory space.
Excellent critical thinking and problem-solving skills.
Strong ability to present complex ideas clearly.
Strong written and verbal communication skills.
Self-motivated individual with a proven track record in building strong relationships.
Strong interpersonal skills with the ability to inspire and engage participants across various learning platforms.
Analytical mindset with the ability to translate data into actionable growth and development plans.
Benefits
health insurance
dental insurance
mental health benefits
vision insurance
short- and long-term disability
life insurance
AD&D insurance coverage
adoption/surrogacy benefits
wellness benefits
employee/family assistance plans
retirement savings plans (including pension)
global share ownership plan with employer matching contributions
financial education and counseling resources
paid time off (holidays, vacation, personal, sick days)
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