Advisor Onboarding Experience Consultant

LPL Financial; San Diego (CA); On-site; CAD 97,000 - 161,000; Full time

Job summary

LPL Financial is seeking a Client Experience Onboarding Consultant in Canada to serve as the primary onboarding contact for financial advisors and institutions enrolling in Wealth Planning’s subscription service.

You will lead onboarding consultations, present training, and ensure a seamless experience while building strong relationships from day one. The role requires collaboration across teams and a commitment to improving advisor engagement and satisfaction.

Qualifications

• 3+ years of experience in customer experience, client service, onboarding, or a related role within the financial services industry.
• Experience delivering presentations and communicating professionally with clients, advisors, or business partners.
• Bachelor’s degree or equivalent combination of education and experience.

Responsibilities

• Serve as the primary onboarding contact for advisors and institutions enrolling in Wealth Planning subscription service.
• Lead onboarding consultations, presentations, and training sessions for advisors on service offerings and onboarding expectations.
• Deliver high-quality onboarding by building advisor relationships, gathering feedback, and supporting advisor satisfaction goals.
• Champion the advisor’s onboarding experience by advocating their needs and identifying opportunities to improve engagement and service delivery.
• Manage advisor inquiries and escalations, coordinating with internal teams for timely resolutions.
• Connect advisors with Wealth Planning teams, tools, and resources to support ongoing success.

Skills

Customer experience

Client service

Onboarding

Presentation skills

Communication

Relationship-building

Problem solving

Education

Bachelor’s degree or equivalent

Job description

LPL Financial is seeking a Client Experience Onboarding Consultant in Canada to serve as the primary onboarding contact for financial advisors and institutions enrolling in Wealth Planning’s subscription service.

You will lead onboarding consultations, present training, and ensure a seamless experience while building strong relationships from day one. The role requires collaboration across teams and a commitment to improving advisor engagement and satisfaction.