The Opportunity: 

Join our dynamic team as a Regional Associate supporting advisory teams at Manulife Wealth across the Prairies. In this role, the Regional Associate plays a pivotal role in supporting the Regional Vice President and advisory teams within their region. The incumbent will have the unique opportunity to lead, manage and support solutions and processes for efficiency and advisor enablement. The Regional Associate also collaborates with various support teams to guarantee that advisors receive the necessary care and attention to succeed and operate efficiently. The role can be based out of Winnipeg or Saskatoon.
 

Responsibilities:

Communication and Coordination

• Serve as a liaison between advisors and the firm, effectively communicating changes, updates, and new product/service launches.
• Coordinate with internal support teams to ensure advisors have access to the necessary resources and support.
• Working with regional teams across the Country to provide consistent messages and instructions.
• Keeping apprised of changes and communication within the company to provide an effective network of current information.
• Participating and presenting at local market and regional events.
   

Advisor Support

• Assist Regional Leads in supporting advisory teams within the region.
• Maintain ongoing relationships with advisors to address their needs and concerns.
• Assist advisors to increase and maintain business growth rate, improve client retention, as well as improve their staff development and retention.
• Work closely with the branch supervision team to help advisors with their regulatory obligations.
• Manage advisor exits, terminations or other licensed team members off-board, working closely with registrations and other internal teams.

Strategic Planning and Execution

• Assist in the development and execution of regional strategies that support the broader goals of the firm.
• Collaborate with Regional Leads to identify growth opportunities and implement action plans.
• Work closely with Regional Leads to implement tailored strategies for various segments of Advisors.
   

Relationship Management

• Foster strong, trust-based relationships with branches, advisors and their teams and internal stakeholders.
• Act as a primary point of contact for top priority advisory teams in the region, addressing inquiries and resolving issues promptly.
   

Advisor Recruiting & Onboarding

• Lead and support recruiting efforts in the region.
• Lead the onboarding process in the local market for new advisors, ensuring a smooth transition into the firm's ecosystem.
• Work closely with the onboarding and transition teams to create a seamless experience.
• Be the lead coordinator in the region for all new advisory teams working collaboratively with all internal groups and teams.
   

Transition and Succession Planning

• Support advisors in transition and succession planning to ensure continuity and success.
• Work with advisors to develop strategic plans that align with their goals and the firm's objectives.
• Support advisory transitions across business types and registration categories.
• Work closely with internal partners on execution of corporate advisor successions.
   

Process Improvement

• Identify opportunities for improving processes and enhancing the advisor experience.
• Gather feedback from advisors to inform service and product development.
• Supporting advisor teams with any changes/updates to processes.
   

Leadership and Team Development

• Provide guidance and mentorship to advisory teams to enhance their professional growth and development.
• Participate in training sessions, workshops, and webinars for advisors and their teams.
• Promote a positive and inclusive team culture amongst advisory teams that encourages collaboration and innovation.
• Foster a culture of continuous learning and encourage knowledge sharing among the advisor community.
   

Performance Monitoring and Reporting

• Monitor and evaluate the performance of advisory teams, providing feedback and support to drive improvement.
• Prepare regular reports on regional performance and advisor satisfaction for senior and executive management.
   

Service & Referral Programs

• Manage inter-organizational synergies and opportunities.
• Engage with senior leadership and external partners to provide updates, gather feedback, and ensure alignment on business priorities.
   

What we are looking for:

• 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.
• Proven ability to probe for understanding of risks and issues to ensure transparency and supports achievement of business objectives. 
• Excellent critical thinking and problem-solving skills to form actionable plans. Proven experience as a creative and innovative thinker with the ability to challenge the status quo to drive significant change. 
• Strong ability to present complex ideas clearly, with an ability to manage the complexities of executing significant change and influence individuals across business boundaries to achieve objectives. 
• Strong written and verbal communication skills, with an ability to provide updates to all levels, including senior management. 
• Strong financial acumen, with an ability to understand key metrics and their relation to business drivers. 
• Strategic problem solver with a keen attention to detail.
• 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
   

Qualifications:

• Bachelor’s degree in business administration, or a related field preferred 
• Minimum of 5+ years of experience in supporting advisors, preferably in a corporate or advisory setting.
• Proficient in MS Office Suite
• Excellent verbal and written communication skills.
• Familiarity with advisor operating models.
• Ability to manage multiple teams and providing service beyond expectations.
   

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 recruitment@manulife.com.

Referenced Salary Location

Salary range is expected to be between

If you are applying for this role outside of the primary location, please contact recruitment@manulife.com 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 recruitment@manulife.com for more information about U.S.-specific paid time off provisions.