Transition Specialist: Advisor Onboarding & Support

Aligned Capital Partners Inc.; Burlington; On-site; CAD 42,500 - 71,000; Full time

Benefits offered by this job

Competitive compensation

Health insurance coverage

Training and development investment

Paid holidays and vacation time

Job summary

A leading investment firm located in Burlington, Ontario is seeking a full-time Transition Specialist to join their Client Experience team. This role involves supporting transitioning advisors, providing training, and ensuring a smooth onboarding process. The ideal candidate will have at least 2 years of client service experience in investment or banking, strong MS Office skills, and the ability to manage multiple tasks in a fast-paced environment. This position offers a competitive salary and comprehensive benefits.

Qualifications

• At least 2 years of work experience providing client service in investment or banking.
• Completion of CSC and CPH is expected within a year if not already completed.

Responsibilities

• Act as the main point of contact for advisors during transitions.
• Assist with pre- and post-registration actions.
• Train advisors on all systems for transitioning assets.

Skills

Client service experience

Strong MS Office skills

Collaborative problem-solving

Education

University degree or College diploma

Job description

A leading investment firm located in Burlington, Ontario is seeking a full-time Transition Specialist to join their Client Experience team. This role involves supporting transitioning advisors, providing training, and ensuring a smooth onboarding process. The ideal candidate will have at least 2 years of client service experience in investment or banking, strong MS Office skills, and the ability to manage multiple tasks in a fast-paced environment. This position offers a competitive salary and comprehensive benefits.