Advisor Support Specialist

The Opportunity:

The Advisor Specialist coordinates operational aspects for Manulife Wealth; specifically supporting Wealth Planning and Practice Management. This position will collaborate with other departments (Finance, IT, Operations) to manage operational processes.

In this role, you work independently to assist internal teams in achieving their growth and service targets by providing support in key tactical areas. The Advisor Support Specialist is an individual who is highly organized, proficient with tracking and document management and is an excellent communicator who collaborates. They take initiative, problem solve, multi-task and are service oriented.

Key Accountabilities:

Program Support

• Manage the advisor on-boarding process for new participants
• Manage scheduling and registration for advisor training
• Manage centralized email in-boxes including responding directly to advisors
• Manage client billing and payment process for financial planning fees
  

Marketing Support

• Own the online presence and content maintenance for advisor programs
• Manage tradeshow and sponsorship requirements
• Maintain and manage updates to all marketing collateral in support of advisor programs
• Manage CE credit submission for webinars, workshops and training sessions
• Track and manage registration for webinars and events
• Provide additional support as needed with running events

Reporting

• Act as the team reporting specialist running weekly, monthly, quarterly and ad hoc reports
• Utilize Excel to produce reports for analysis (i.e. data imports, pivot tables, V look ups, macros)
• Maintain master program/event participant lists
• Track and report progress on advisor programs, recruiting targets and participation rates
• Maintain and update program participant records on SalesForce and act as SalesForce SME
• Manage the central shared files and databases for advisor programs
• Support leadership and advisors with recognition programs and tracking

Budget Management

• Manage and maintain the billing process for program fees charged to advisors
• Process invoices and prepare cheque requisitions

Qualifications

• Excellent organizational skills
• Experience with managing multiple tasks and deliverables with varying complexity and competing timelines while maintaining a high degree of accuracy
• Strong communication skills
• Adaptable and resilient to change
• A self-starter who can take initiative, be flexible and move quickly from one priority to another
• Able to use discretion when handling confidential information
• Ability to work independently and in a team environment
• Ability to investigate problems and potential solutions with minimal supervision
• Related university or college degree
• Industry Courses such as Canadian Securities Course, Investment Funds Course, etc, are an asset
• At least 2 years’ experience in similar type support role
• Strong PC skills in particular - Word and Excel; ability to learn new technologies quickly
• Experience with Microsoft Power BI and Sharepoint are an asset

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.

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.