- Location
- CAN, Ontario, Toronto, 200 Bloor Street East, Canada
- Type
- Full-time
- Department
- Sales
- Closing date
- Today
- Source
- Workday
Description
We are seeking a detail-oriented Sales Operations Administration professional to join our Global Retail Business Intelligence & CRM team in Toronto. In this role, you will support the operational backbone of our retail distribution business — ensuring accurate trade and asset tracking, seamless fund onboarding, reliable sales reporting, regulatory compliance, and accurate compensation operations, with a particular focus on ETF products.
Working at the intersection of sales, operations, finance, and compliance, you will partner across teams to keep our processes running smoothly and our advisors and distribution partners well supported. This is a strong fit for someone with a Canadian financial services operations background who thrives on precision, problem-solving, and continuous improvement.
Position Responsibilities:
Trade & Asset Tracking and Resolution
Monitor, reconcile, and track trades and asset flows across mutual fund, SMA, and ETF product lines.
Investigate and resolve trade discrepancies, settlement issues, and asset-movement exceptions in a timely manner.
Coordinate with dealers, custodians, and internal teams to ensure accurate and complete transaction records.
Fund Onboarding
Support the end-to-end onboarding of new funds and share classes onto distribution and transaction platforms.
Set up and validate fund and product data across FundServ, IFAST, and related systems.
Partner with product, legal, and operations teams to ensure onboarding requirements and timelines are met.
Sales Reporting
Produce accurate and timely sales, asset, and flow reporting for internal stakeholders and distribution partners.
Maintain data integrity across reporting sources and reconcile discrepancies between systems.
Support ad hoc analysis and reporting requests from sales leadership and the business intelligence team.
Compliance — FINRA & OSFI
Support compliance requirements and reporting obligations under FINRA and OSFI regulatory frameworks.
Maintain accurate records and documentation to support regulatory filings, audits, and reviews.
Identify, escalate, and help remediate compliance exceptions in partnership with the compliance team.
Compensation Operations — ETF Focus
Administer compensation operations processes, with a specific focus on ETF compensation.
Calculate, validate, and reconcile compensation payments and related data.
Investigate and resolve compensation discrepancies and respond to inquiries from sales and distribution partners.
Required Qualifications
2+ years of relevant experience and working knowledge of SMA (Separately Managed Accounts) and ETF (Exchange-Traded Fund) products.
Hands-on experience with FundServ and IFAST transaction / order-routing platforms.
Strong attention to detail and a demonstrated ability to reconcile data and resolve exceptions.
Proficiency with Microsoft Excel and sales/operations reporting tools.
Excellent organizational, analytical, and communication skills.
Ability to manage multiple priorities and meet deadlines in a fast-paced operations environment.
Preferred Qualifications
Background in Canadian financial services operations (strongly preferred).
Experience with Broadridge ETF processing solutions (a strong asset).
Familiarity with FINRA and OSFI regulatory requirements.
Post-secondary education in business, finance, or a related field.
Relevant industry designations (e.g., Canadian Securities Course) 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.
#LI-Hybrid
The role being advertised is an existing vacancy.
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 [email protected].
Referenced Salary Location
Toronto, OntarioWorking Arrangement
Salary range is expected to be between
$55,125.00 CAD - $91,875.00 CADEmployees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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. If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location.
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 [email protected] for more information about U.S.-specific paid time off provisions.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.
