Regional Associate Manager - Eastern Canada

Manulife•Halifax, NS

3d•CA$79,700 - CA$129,700•Hybrid

About The Position

Manulife is a leading international financial services provider, helping people make decisions easier and lives better. Help shape the future you want to see — and discover that better can take you anywhere you want to go. This role is an existing vacancy.

Requirements

Bachelor’s degree in business administration, or a related field.
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.
The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

Responsibilities

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.
Work with regional teams across the Country to provide consistent messages and instructions.
Keep apprised of changes and communication within the company to provide an effective network of current information.
Participate and present at local market and regional events.
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.
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.
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.
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.
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.
Identify opportunities for improving processes and enhancing the advisor experience.
Gather feedback from advisors to inform service and product development.
Support advisor teams with any changes/updates to processes.
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.
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.
Manage inter-organizational synergies and opportunities.
Engage with senior leadership and external partners to provide updates, gather feedback, and ensure alignment on business priorities.