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Transition Specialist: Advisor Onboarding & Support

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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.
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How to Apply

Ready to start your career as a Transition Specialist: Advisor Onboarding & Support at Aligned Capital Partners Inc.?

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Frequently Asked Questions

Who is hiring?

This role is with Aligned Capital Partners Inc. in Burlington.

Is this a remote position?

This appears to be an on-site role in Burlington.

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After you click "Apply Now", you will be redirected to the employer's official site to submit your resume. You can typically expect to hear back within 1-2 weeks if shortlisted.

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