Advisor Onboarding Associate
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Summary: The Advisor Onboarding and Transition professional supports advisors as they transition their books of business to Manulife Wealth Inc. and other wealth lines of business.
This role coordinates onboarding activities, maintains accurate advisor and client information, supports regulatory documentation, and partners with internal teams to deliver a seamless and positive transition experience.
Position
Responsibilities
Act as support for advisors transitioning their books of business to…
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