Manulife Securities offers the most professional dealer support for Canada's best advisors, from dedicated head office teams to regional sales support professionals. That's a solid foundation on which to manage, build and expand your business.
The Manulife Securities Business Development team is focused on providing advisors and business owners with marketing, recruiting and business support. Our expert sales support professionals provide all of the information, guidance and support you need to be successful. This may include assistance to grow your office, buy a book of business or move from the MFDA dealer to the IIROC platform.
Our National Compliance team helps find practical solutions to reduce your risk. In our heavily regulated industry, they help you interpret regulations, build best practices and manage your compliance risk through ongoing training, consultation and business reviews.
Advisor Services Centre
Based at head office, the Advisor Services Centre is your key administrative resource offering day-to-day support to help you and your staff.
A dedicated Transition Team that understands the risks, stresses and complexities of changing dealers, helps support advisors joining Manulife Securities. They'll work with you to ensure a successful transfer from beginning to end. When you move your business to Manulife Securities, we're here to help you shape your future.
The Manulife Securities dedicated Trade Desk facilitates all Canadian, U.S. and international equity and fixed income trades for advisors across Canada. The Trade Desk manages transactions of between $700 million and $1 billion in assets annually on all North American exchanges. In addition to providing guidance and support to the dealer's advisors and assistants, the Trade Desk processes all currency transactions for both Manulife Securities' IIROC and MFDA platforms.
Transitioning from MFDA to IIROC
Every advisor practice and business is unique, therefore every transition from MFDA to IIROC is unique. Should you decide to make the move, your Business Development Team will provide you with a detailed, personalized plan and a single-point-of-contact to guide you along the way.
Discount Packages – CIFP Retirement Planning Certificate Course
We are pleased to be able to extend a 40% discount off the published rate to all Manulife Securities advisors for their Retirement Planning Certificate Course. This course is designed for advisors dealing with the baby boomer generation and is part of the overall CFP program.
Support of a Different Nature…
In addition to the many Manulife Securities teams that support you throughout the year, the dealer makes it possible for you to access support systems that protect you on an ongoing basis.
Advisor and Staff Benefit Plans
Manulife Securities offers all advisors and their staff the option to participate in a group benefits plan through Manulife Financial. All new advisors are able to enrol in the plan without medical evidence within 30 days of registering with the dealership.
Professional Liability Insurance
Insurance licensed advisors registered through Manulife Securities Insurance Inc., and MFDA or IIROC Advisors with their own Representative Codes, are required to obtain Errors and Omissions coverage. Manulife Securities can arrange for coverage at very competitive rates; discounts as high as 59% may be available for MFDA and IIROC advisors.