Director of Partner Transitions & Operations

Q Wealth Partners; Toronto; On-site; CAD 120,000 - 180,000; Full time

Job summary

Q Wealth Partners is seeking an operations leader to own the end-to-end transition of new partners, from pre-join planning to onboarding and ongoing onboarding experience. You will build training programs, coordinate across compliance, engineering, marketing, and client operations, and drive improvements in the transition process.

The role offers strategic scope and a clear path to expand impact, with flexibility and support for work-life balance as the firm grows in Toronto and across Canada.

Qualifications

• Experience leading transitions for new partners or clients.
• Strong ability to manage complex onboarding programs across multiple teams.
• Proven track record in process improvement and scalable training.

Responsibilities

• Lead partner transitions from planning through onboarding and support.
• Oversee standards, onboarding guides and training materials for transitions.
• Coordinate cross-functional efforts—compliance, engineering, marketing, and ops.
• Develop and measure the transition training program and effectiveness.
• Build relationships with custodians to support client transitions.

Skills

People leadership

Operations management

Transition planning

Cross-functional collaboration

Data reporting

Process improvement

Tools

DocuSign

CRM software

AI reporting tools

Job description

Q Wealth Partners is seeking an operations leader to own the end-to-end transition of new partners, from pre-join planning to onboarding and ongoing onboarding experience. You will build training programs, coordinate across compliance, engineering, marketing, and client operations, and drive improvements in the transition process.

The role offers strategic scope and a clear path to expand impact, with flexibility and support for work-life balance as the firm grows in Toronto and across Canada.