Turnaround and recovery advisor managing distressed loans, bad debt, and guarantees for Desjardins. Developing recovery strategies, recommendations, and action plans with clients and partners.
About the role
- Advisor onboarding associate coordinating advisor transitions, documentation, and system setup at Manulife, an international financial services provider. Supporting compliance, operations, and advisor experience improvements.
Responsibilities
- Support advisors transitioning their books of business to Manulife Wealth Inc. and other wealth lines of business
- Lead onboarding and transition activities for standard and lower-complexity advisor recruits and smaller practices
- Support larger, more complex advisor transitions under senior team guidance
- Input and maintain advisor and client information in internal systems
- Ensure compliance and legal documentation is completed and securely stored
- Manage new-advisor onboarding, including account setup and system integration
- Coordinate with Compliance, IT, Licensing, and Operations
- Serve as a primary contact for onboarding inquiries and assist with issue resolution
- Escalate complex onboarding challenges, exceptions, and risks
- Build relationships with transitioning advisors
- Liaise between advisors and internal teams
- Gather advisor feedback and identify process improvements
- Collaborate on best practices and efficiency improvements
- Support onboarding meetings, training sessions, advisor events, and transition activities
Requirements
- Post-secondary degree or diploma in Business, Finance, Administration, or a related field
- Minimum of 1–3 years of experience in operations, advisor support, or financial services
- Exceptional attention to detail
- Strong data accuracy and documentation management skills
- Strong organizational and coordination skills
- Ability to manage multiple onboarding activities simultaneously
- Excellent communication and interpersonal skills
- Client-focused approach
- Strong problem-solving skills
- Ability to navigate changing priorities in a fast-paced environment
- Ability to work collaboratively across multiple teams and stakeholders
- Ability to thrive in a high-profile, deadline-driven environment
- Ability to travel across Canada up to 20%–30% of the time
Benefits
- Flexible environment supporting well-being and inclusion
- Learning and career growth support
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short-term disability insurance
- Long-term disability insurance
- Life insurance
- AD&D insurance
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans
- Pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days
- Statutory leaves of absence
- Incentive programs and incentive compensation tied to business and individual performance
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Senior business strategy advisor guiding Desjardins transformation initiatives and strategic decision - making. Developing policies, recommendations, and complex cross - sector business solutions.
Data Advisor advancing GMF’s Canadian municipal sustainability funding through dashboards, data systems, and program evaluation. Supporting risk monitoring, information systems, and continuous improvement.
Turnaround and recovery advisor managing distressed loans, bad debt and guarantees for Desjardins. Developing recovery strategies, analyzing data and advising clients and partners.
Wealth Management Advisor guiding Desjardins members and business owners on investments, loans, and insurance. Building client relationships and integrated financial strategies.
Wealth Management Advisor helping Desjardins members and business owners achieve financial goals. Recommending integrated investment, lending, and insurance strategies.
Wealth Management Advisor helping Desjardins members and clients with financial planning, investments, financing, and insurance. Managing relationships and developing integrated strategies.
Senior business strategy advisor shaping Desjardins’s strategic initiatives and organizational transformation. Advising leaders, developing business strategies, and guiding complex cross - sector projects.
Senior business advisor developing strategic client partnerships and growth initiatives for Desjardins. Advising members, clients, and stakeholders while driving retention, profitability, and sales - service development.
Warranty advisor managing registrations, pricing, reconciliations, and customer support for Finning Canada’s equipment operations. Partnering with sales teams and Caterpillar across Alberta, British Columbia, and Saskatchewan.