National Onboarding & Talent Growth Lead

0000050599 RBC Dominion Securities Inc.; Toronto; On-site; CAD 75,000 - 95,000; Full time

Job summary

A leading financial services provider in Toronto seeks a team-oriented Investment Advisor Onboarding Specialist to enhance the onboarding experience for Investment Advisors and their clients. The role requires strong project management and leadership skills, with a focus on driving a cohesive onboarding process. Ideal candidates will have over 4 years in the investment industry and be proficient in relevant software. We offer competitive compensation, flexible work-life balance options, and opportunities for career growth.

Benefits

Competitive compensation

Flexible benefits

Professional development opportunities

Qualifications

• 4+ years of professional experience within the investment industry.
• Deep understanding of Wealth Management operations and systems.
• Proficient in Windows-based software products.

Responsibilities

• Drive simplification and scaling opportunities for onboarding.
• Review and enhance the onboarding process and client experience.
• Manage the onboarding team, performance management, and staffing.

Skills

Project management

People management

Collaboration

Strong communication

Problem-solving

Education

Degree in Finance, Business, or Economics

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft Access

Job description

A leading financial services provider in Toronto seeks a team-oriented Investment Advisor Onboarding Specialist to enhance the onboarding experience for Investment Advisors and their clients. The role requires strong project management and leadership skills, with a focus on driving a cohesive onboarding process. Ideal candidates will have over 4 years in the investment industry and be proficient in relevant software. We offer competitive compensation, flexible work-life balance options, and opportunities for career growth.