This role offers an exciting opportunity to be part of Manulife’s Agency Distribution team, supporting the onboarding of Financial Advisors through a seamless, compliant, and digitally enabled experience. You will play a key role in ensuring high-quality onboarding governance while also contributing to process optimisation, automation, and system enhancements.

Beyond day-to-day operations, this position provides strong exposure to cross-functional stakeholders and the opportunity to drive improvements in workflows, reporting, and digital adoption (including AI-assisted tools). It is ideal for individuals who enjoy combining operational excellence with continuous improvement and innovation.

Position Responsibilities

Onboarding & Compliance

Manage end-to-end onboarding processes for Financial Advisors, ensuring adherence to Fit & Proper requirements and regulatory standards
Perform due diligence checks with clear, structured documentation and audit-ready case notes
Support audit and compliance reviews by maintaining accurate and complete records

Process Optimisation & Digital Enablement

Identify opportunities to streamline workflows, reduce manual effort, and improve turnaround time
Develop templates, SOPs, and structured documentation to enhance consistency and efficiency
Leverage AI tools and automation approaches to improve productivity and process quality

Data & Reporting

Prepare and analyse manpower and recruitment campaign data to support business insights and decision-making
Ensure high standards of data accuracy across multiple systems
Generate regular reports using Excel (e.g. PivotTables, lookup functions, data cleaning techniques)

Stakeholder & Project Collaboration

Partner with internal stakeholders (e.g. agency teams, compliance, HR) to ensure smooth onboarding experience
Contribute to system enhancement initiatives by gathering requirements, drafting user stories, and participating in UAT
Support ongoing process improvement and transformation initiatives within the team

Required Qualifications

Good understanding of onboarding processes and regulatory/compliance requirements
Familiarity with AI tools (e.g. for summarisation, documentation, or workflow support
Strong Excel skills (e.g. PivotTables, VLOOKUP/XLOOKUP, data handling)
Ability to produce clear, structured, and compliant documentation
Strong attention to detail with a high standard of data accuracy
Good communication and stakeholder management skills
Ability to work independently in a fast-paced environment

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 hr@manulife.com.

Working Arrangement

Hybrid