Transition Specialist: Advisor Onboarding

Summary: The Sr. Advisor Onboarding & Transitions Specialist is a critical, multi-functional role within the Manulife Wealth Business Development organization. The role supports new advisors joining Manulife Wealth and provides key onboarding and transition support to existing advisors across Canada. This position reports to the Manager, Advisor Onboarding &...

Aligned Capital Partners is a fast-growing investment dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full time Transition Specialist to join our Client Experience team in Burlington, Ontario . In this role, the successful...

Manulife is seeking an Advisor Onboarding and Transition professional in Burlington to coordinate onboarding activities for wealth-advisor transitions, maintain advisor/client data, and ensure regulatory documentation is thorough and compliant.You will collaborate with Compliance, IT, Licensing and Operations to enable smooth transitions, while supporting...

Onboarding SpecialistSalary: $60,000 - $65,000 + Benefits & VacationDepartment: OnboardingReports To: Onboarding Team LeadLocation: Remote (Canada)Role Type: Permanent, Full-Time About Us: At WellnessLiving, we empower health and wellness business owners to turn their passion into thriving businesses. Our mission-critical software supports thousands...

Robertson & Company Ltd. seeks a Content Specialist I to support a 4-month contract in Burlington, ON. The role focuses on developing and updating advisor training modules, onboarding programs, and educational videos. You will collaborate with subject matter experts, manage multiple training projects, and ensure content accuracy and measurable impact. Strong...

Quintessence (Q) Wealth is a Partnership by Portfolio Managers, exclusively for Portfolio Managers with well-established practices and an entrepreneurial spirit. We are a state-of-the-art support platform, and advisory practice accelerator – integrating wealth management with financial planning and a cutting-edge digital client experience. All this...

Drive successful transitions at Q Wealth as a Transition Management Specialist, with the flexibility to work from home 3-4 days per week. Focus on enhancing client engagements in wealth management. With a requirement of 2-3+ years in Canadian wealth management, this role empowers you to assist partner firms through complex onboarding processes....

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail banking. Introduction Prime Hires is seeking a skilled Content Specialist I to join our client in...

Training Solutions Specialist(Financial Services)Join the insurance sector for our client and contribute to impactful learning solutions that support advisors and their teams. This opportunity offers a collaborative environment focused on innovation, continuous learning, professional development, and the ongoing improvement of training programs and...