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Advisor Transition

2 days ago


Vancouver, Canada Raymond James Ltd. Full time

A leading investment firm seeks a Transition Planner in Vancouver to provide oversight and planning support as a liaison for new Financial Advisors. The candidate will customize transition needs, support advisors' education on policies, and manage ongoing communications. The position requires strong collaboration, problem-solving skills, and experience in financial services. Competitive compensation and a flexible work environment are offered.

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