Bilingual Advisor Onboarding and Transition Specialist

4 weeks ago

Canada, CA Compunnel Inc. Full time

Bilingual Advisor Onboarding and Transition Specialist


Overview:

They onboard advisor from financial institutions. The person has to facilitate the communication regarding advisor through the recruiter and will oversee the process of conducting credit and criminal checks for advisors, ensuring thorough due diligence for licensing and offering assistance with termination for dealers/advisors. Additionally, they will guide advisors in transitioning their books of business to Wealth. This role will involve extensive email and verbal communication with managing directors and stakeholders, with a focus on enhancing overall communication effectiveness.

Requirement:

  • seeking a candidate who is fully bilingual and possesses a background in wealth investment. Ideally, they should have comprehensive knowledge of both front office and back office operations. While onboarding experience is beneficial, it is not mandatory.
  • Experience with Salesforce CRM is highly preferred due to our utilization of this platform. Additionally, proficiency in MS Office is essential. The ideal candidate will demonstrate strong interpersonal skills, enabling effective communication with colleagues and stakeholders alike.


Must Haves:

  • Candidate must be fluent in French and English, mandatory, no exceptions. Verbal and written.
  • Candidate must have previous Wealth Investment experience.
  • Finance Background- Investment industry/ banking experience - front office or back office. Ideally minimum 2 to 3 years previous work experience.
  • Candidate must be able to integrate quickly into the work environment.
  • Must be able to communicate clearly and concisely, will work with cross functional internal departments on a daily basis.
  • Candidate must be comfortable working with Microsoft Office Suite, Excel, PowerPoint, above proficiency level.



Job Summary:

The Bilingual Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Advisory Services’ business development organization. This role supports our new advisors joining Wealth, providing key transition support for our existing advisor base for a dedicated territory.

Advisor and Licensed assistant due diligence - 25%


  • Work closely with the field team and act as key Head Office relationship support Package and send the due diligence documents/MSII screening to our recruits upon request
  • Conduct and analyze credit/criminal checks and regulatory checks and involve compliance when necessary to ensure recruits meet our requirements.
  • Work with compliance in obtaining approvals for any outside business activities, trade names and know your advisor conversations.
  • Present recruits to the Due Diligence committee for approvals on a weekly basis
  • Work with the field team and finance to analyze and ensure that the financial analysis meets our minimum IRR standards when creating a term sheet to present to potential recruits, as it relates to our Organic Growth Program
  • Work with Legal department to draft binding agreement for sign off from senior management and recruit
  • Track all activities in Salesforce ensuring accuracy.


Advisor Transition Support - 75%

  • Act as support for our new advisors transitioning their books of business to Wealth
  • Welcome program.
  • Responsible for managing Business Initiation kits to be available to new advisors in a timely manner for dedicated territory.
  • Responsible for managing stationery and signage needs for advisors in dedicated territory.
  • Manage new advisors using the Integration Support Program as a guideline.
  • Track activities created by proactive conversations with new advisors in Salesforce.
  • Oversee and manage MFDA to IIROC process and act as a resource to advisors transitioning from MFDA to IIROC
  • When appropriate, travel to key branches to offer support to qualifying advisors.
  • Manage advisor relocations.
  • Manage Book Buys for dealer.
  • Manage terminations for dealer.
  • Updating policies and procedures

  • Bilingual Wealth Management Advisor

    4 weeks ago

    Canada, CA Compunnel Inc. Full time

    We are hiring for our client, a leading Financial and Insurance service provider.Contract: 6 - 12 months contractLocation: Oakville ON / Montreal QCJob Type: Hybrid (3 days from office)Payrate: $32/hr. on T4Job Summary: The Bilingual Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Advisory Services’ business...

  • Customer Onboarding Specialist

    3 weeks ago

    Canada, CA Craver Full time

    Do you thrive on building positive client relationships and ensuring a smooth transition? Do you have a passion for the restaurant industry and a knack for tech? If so, then Craver wants you!About CraverCraver is a Canadian tech leader, empowering local restaurants and fostering vibrant communities. We've developed a cutting-edge platform that...

  • Bilingual Translator

    3 weeks ago

    Canada, CA Altis Recruitment Full time

    Our client, a leading data engineering company is looking for MULTIPLE (10) Bilingual (French and English) Translator/Language Specialist for PERMANENT positions.Schedule:Full time (40 hour work week) Monday - Friday, flexible between 8am-8pm (local time zone)Start date: June 3rd, 2024Pay rate: $55,000/annually + Full benefits (see below)Please note: The...

  • Bilingual Translator

    4 weeks ago

    Canada, CA Altis Recruitment Full time

    Our client, a leading data engineering company is looking for MULTIPLE (20+) Bilingual (French and English) Translator/Language Specialist for PERMANENT positions.Schedule:Full time (40 hour work week) Monday - Friday, flexible between 8am-8pm (local time zone)Start date: May 21st, 2024Pay rate: $55,000/annually + Full benefits (see below)Please note: The...

  • Senior Financial Advisor

    2 months ago

    Canada, CA Huxton Black Full time

    What is a Financial Advisor?A Financial Advisor is a professional who provides strategic advice on financial products and services, helping clients make informed decisions to best utilize their money and achieve their financial goals. They analyze clients’ overall financial picture, assess their needs, and develop customized financial plans to guide their...

  • Bilingual Administrative Assistant

    3 weeks ago

    Canada, CA Robertson & Company Ltd. Part time

    * THIS IS A PART TIME ROLEPosition: Bilingual Administrative support/ Bilingual Disability Quality Assurance Specialist IPart time positionDuration: 6 MonthsLocation: Anywhere in Canada Schedule: REMOTE 3 days/week 11am-7pm EST (7.5 hours – 30-minute unpaid lunch) = 22.5 hours (Monday, Wednesday Friday)Or5 days/week 2:30pm-7pm EST = 22.5 hours with...

  • Bilingual Medical Doctor

    4 weeks ago

    Canada, CA BlueSky Personnel Solutions Full time

    Our client located in Toronto is looking for a Bilingual Medical Doctor to add to their team.What’s in it for you:Excellent compensation package3 weeks of vacation and 4 weeks of vacation after the second year of employmentBenefit plan 100% paid by the employer15 sick days per year2 floater daysPension/ RRSP matching programIn this role, you will be...

  • Bilingual Talent Acquisition Specialist

    2 weeks ago

    Canada, CA Allstate Canada Full time

    Who is Allstate:Allstate Insurance Company of Canada is a leading home and auto insurer focused on providing its customers prevention and protection products and services for every stage of life. The company is proud to have been named a Best Employer in Canada for nine consecutive years and prioritizes supporting employees and fostering an inclusive,...

  • Workday Specialist

    1 week ago

    Canada, CA Mewar Infotech Limited Canada Full time

    Job Description:We are looking for a skilled Workday HCM and Compensation Specialist to join our team and support our HR functions. This role requires expertise in Human Capital Management (HCM) and Compensation (excluding Advanced Compensation). The ideal candidate will be proficient in building job profiles, managing compensation components, performing...

  • Workday Specialist

    1 week ago

    Canada, CA Mewar Infotech Limited Canada Full time

    Job Description:We are looking for a skilled Workday HCM and Compensation Specialist to join our team and support our HR functions. This role requires expertise in Human Capital Management (HCM) and Compensation (excluding Advanced Compensation). The ideal candidate will be proficient in building job profiles, managing compensation components, performing...

  • Conseiller(ère) principal(e), gestion du changement, projet Nouveau Vic/Senior Advisor, Change Management, New Vic Project

    4 weeks ago

    Canada, CA McGill University Full time

    En tant qu'un des meilleurs employeurs de Montréal, voici ce que nous offrons :Ensemble d'avantages sociaux compétitifs (santé, dentaire, assurance-vie)Régime de retraite à cotisations déterminées (avec contribution généreuse de l'employeur entre 5 % et 10 % (selon l'âge))Congés compétitifs :Deux (2) journées personnellesDeux (2)...

  • Bilingual Talent Acquisition Specialist

    1 week ago

    Canada, CA Allstate Canada Full time

    Who is Allstate:Allstate Insurance Company of Canada is a leading home and auto insurer focused on providing its customers prevention and protection products and services for every stage of life. The company is proud to have been named a Best Employer in Canada for nine consecutive years and prioritizes supporting employees and fostering an inclusive,...

  • Recruiting & Human Resources Specialist

    4 weeks ago

    Canada, CA Hardline Engineering Ltd. Full time

    The Human Resources & Recruiting Specialist plays a very important role in acquiring top talent and providing HR services to employees at Hardline Engineering and Firefly Power & Energy. The Human Resources Specialist will report to the President of Hardline Engineering and will work in collaboration with the Executive Leaders and other Key Stakeholders....

  • Human Resources Specialist

    4 weeks ago

    Canada, CA Altis Recruitment Full time

    Altis Recruitment is seeking a Human Resources Specialist for our client, a non-profit on a permanent basis. Reporting to the Office Operations Manager, the successful incumbent will oversee various HR functions, including recruitment, onboarding, policy development, and employee engagement initiatives.PLEASE NOTE: This role is hybrid, 2-3 days a week in...

  • Operational Efficiency Specialist

    4 weeks ago

    Canada, CA Strongco Full time

    Position: Operational Efficiency SpecialistDepartment: Operational EfficiencySalary Band: $100K - $120kLanguages: Bilingualism (English & French) is requiredTerm: PermanentLocation: Mississauga, OntarioMajor Purpose:Nors Group is seeking a Corporate Process & Continuous Improvement Specialist to join our esteemed team. We are searching for a dedicated and...

  • EMS Talent/// Acquisition Specialist///

    3 weeks ago

    Canada, CA AmeriPro EMS. Full time

    AmeriPro EMS.As an AmeriPro EMS Talent Acquisition Specialist, you will play an integral role in bringing on the best talent to join our organization. Working in collaboration with our Director of Operations and our rockstar HR Team, this is a great opportunity for an entry-level professional to be a part of a fast-paced, growing, and innovative healthcare...

  • EMS Talent/// Acquisition Specialist///

    1 week ago

    Canada, CA AmeriPro EMS. Full time

    AmeriPro EMS.As an AmeriPro EMS Talent Acquisition Specialist, you will play an integral role in bringing on the best talent to join our organization. Working in collaboration with our Director of Operations and our rockstar HR Team, this is a great opportunity for an entry-level professional to be a part of a fast-paced, growing, and innovative healthcare...

  • Bilingual GIS Analyst, Community Maps | Analyste SIG bilingue, Cartes communautaires

    2 weeks ago

    Canada, CA Esri Canada Full time

    Esri Canada has an exciting opportunity for a Bilingual GIS Analyst supporting the Community Map of Canada program. The position is based remotely in Canada and will report directly to a Community Maps Lead.The Bilingual GIS Analyst works closely with a team of specialist responsible for producing the Community Map of Canada. The Community Map of Canada is a...

  • Bilingual GIS Analyst, Community Maps | Analyste SIG bilingue, Cartes communautaires

    1 week ago

    Canada, CA Esri Canada Full time

    Esri Canada has an exciting opportunity for a Bilingual GIS Analyst supporting the Community Map of Canada program. The position is based remotely in Canada and will report directly to a Community Maps Lead.The Bilingual GIS Analyst works closely with a team of specialist responsible for producing the Community Map of Canada. The Community Map of Canada is a...

  • Senior Benefits

    4 weeks ago

    Canada, CA Adalta Global Inc. Full time

    Adalta Global are proud to be support our end client in the Healthcare sector in their search for an experienced Pension and Benefits Specialist.Location: Remote | Must be based in East Canada. - Travel to client 1-2 per year.Authorization: No Sponsorship Offered - Must be Citizen.The RoleYou will bring your technical expertise and join a Total Rewards team...