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. 
   

À propos de Manuvie et de John Hancock

La Société Financière Manuvie est un chef de file mondial des services financiers qui aide les gens à prendre leurs décisions plus facilement et à vivre mieux. Pour en apprendre plus à notre sujet, rendez vous à l’adresse www.manuvie.com.

Manuvie est un employeur qui souscrit au principe de l’égalité d’accès à l’emploi

Chez Manulife/John Hancock nous valorisons notre diversité. Nous nous efforçons d’attirer, de perfectionner et de maintenir une main d'oeuvre qui est aussi diversifiée que nos clients, et de favoriser la création d’un milieu de travail inclusif qui met à profit la diversité de nos employés et les compétences de chacun. Nous nous engageons à assurer un recrutement, une fidélisation, une promotion et une rémunération équitables, et nous administrons toutes nos pratiques et tous nos programmes sans discrimination en raison de la race, de l’ascendance, du lieu d’origine, de la couleur, de l’origine ethnique, de la citoyenneté, de la religion ou des croyances ou des convictions religieuses, du genre (y compris grossesse et affection liée à une grossesse), de l’orientation sexuelle, des caractéristiques génétiques, du statut d’ancien combattant, de l’identité de genre, de l’expression de genre, de l’âge, de l’état matrimonial, de la situation de famille, d’une invalidité ou de tout autre motif protégé par la loi applicable.

Nous nous sommes donné comme priorité d’éliminer les obstacles à l’accès égalitaire à l’emploi. C’est pourquoi un représentant des Ressources humaines collaborera avec les candidats qui demandent accommodement raisonnable pendant le recrutement. Tous les renseignements communiqués pendant le processus de demande d'accommodement seront stockés et utilisés conformément aux lois et aux politiques applicables de Manuvie. Pour demander une mesure d’accommodement raisonnable dans le cadre du recrutement, écrivez à recruitment@manulife.com.

Région de référence du salaire

Modalités de travail

L’échelle salariale devrait se situer entre

Si vous posez votre candidature à ce poste en dehors de la région principale, veuillez écrire à recruitment@manulife.com pour obtenir l’échelle salariale correspondant à votre région. Le salaire varie en fonction des conditions du marché local, de la géographie et de facteurs pertinents liés au poste telles les connaissances, les compétences, les qualifications, l’expérience et l’éducation ou la formation. Les employés ont également la possibilité de participer à des programmes de motivation et de toucher une rémunération incitative liée au rendement de l’entreprise et au rendement individuel.

Manuvie offre aux employés admissibles une vaste gamme d’avantages sociaux personnalisables, notamment une assurance soins médicaux, soins dentaires, santé mentale, soins de la vue, invalidité de courte et de longue durée, assurance vie et assurance DMA, assurance adoption, de maternité de substitution et de soins médicaux non urgents ainsi que des programmes d’aide aux employés et leur famille. Nous proposons également aux employés admissibles différents régimes d’épargne-retraite (y compris des régimes de rente et un programme international d’actionnariat assortie de cotisations patronales de contrepartie) ainsi que des ressources en matière d’éducation et de conseils financiers. Notre généreux programme de congés rémunérés au Canada comprend les jours fériés, les congés annuels, les congés personnels et les congés de maladie, et nous offrons toute la gamme des congés autorisés prévus par la loi. Si vous posez votre candidature à ce poste aux États-Unis, veuillez écrire à recruitment@manulife.com pour obtenir de plus amples renseignements sur les dispositions relatives aux congés rémunérés spécifiques aux États-Unis.