Transitions Specialist

5 months ago


Burlington, Canada Aligned Capital Partners Inc. Full time

Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business exponentially. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a **full-time Transitions Specialist **to join our Client Experience team in **Burlington**.

**Position Overview**

**What you will do**
- Act as the main point of contact for the advisor and their team during a transition
- Assist and prepare the advisor with pre
- and post
- registration actions as outlined by the protocol in our transition guide and roadmap
- Ensure coordination between all departments for all transition-related items
- Assess issues and engage executive where needed on urgent or exceptional matters
- Train advisor on all systems required for transitioning assets and managing their book of business thereafter
- Collaborate with Transition Support Associate on tracking account opening and asset movement to ensure assets arrive in a timely manner

**You will Bring**
- University degree or College diploma is preferred
- At least 2 years of work experience providing client service in the investment, banking, or related industries
- Strong MS Office skills (Outlook, Word and Excel)
- A demonstrated collaborative approach to solving problems
- Experience with industry-related client service
- Strong communication skills
- Completion of CSC and CPH is an asset, and if you do not have them completed, it is expected that these courses are completed within a year

**What We Bring**

We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you:

- Competitive compensation
- Recognition of your accomplishments
- Communication and feedback
- Investment in your training and development
- Commitment to your health and well-being

Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation to fully participate in our recruitment process, please call 905-639-5115



  • Burlington, Canada Aligned Capital Partners Inc. Full time

    **Transition Support Associate**: Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business exponentially. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a **full-time Transitions Support Associate **to join our Client...


  • Burlington, Ontario, Canada GTT, LLC Full time

    Job Title: Project Implementation SpecialistAs a Project Implementation Specialist at GTT, LLC, you will play a pivotal role in driving global business transformation. Working closely with project managers and cross-functional teams, you will ensure timely delivery, mitigate risks, and achieve project objectives.Key Responsibilities:• Assist project...


  • Burlington, Canada Joseph Brant Hospital Full time

    **Position Number**:191671-67**Position Available**:Specialist, Abilities Claims **Status**: Regular Full-Time (1.0 FTE) **Department**: Employee Health Services **Union**: Non-Union **Shifts**: Days (Hybrid)**Rate of Pay**:$82,972.50 - $103,720.50 annually ($42.55-$53.19 per hour)**Posting Date**: October 11, 2024**Closing Date**: October 25, 2024**About...


  • Burlington, Canada Lifemark Health Group Full time

    **Vocational Rehabilitation Service Specialist (VOC RSS)** **Status**: Permanent Full-time Opportunities **Location**: Remote; Work from Home Partners in Canadian Veterans Rehabilitation Services (PCVRS), a national provider for Veterans Affairs Canada, is now welcoming Veterans and their families into a newly expanded Rehabilitation Services and...


  • Burlington, Canada Atria Senior Living Full time

    Overview: We create communities where employees thrive in their work, helping our residents thrive in their homes. We strive to enhance the lives and exceed the expectations of those we serve every day. To do this, we cultivate the diverse talents of our team members in order to achieve something together that they could not do alone. Atria Senior...

  • Employment Specialist

    4 months ago


    Burlington, Canada Centre for Skills Development Full time

    **Embark on a Bright Future with Centre for Skills Development** Are you entrepreneurial, client-focused and committed to teamwork and excellence? Do you enjoy working with clients from diverse backgrounds? If you want to work for a recognized leader in career and workforce development, then consider a career with Centre for Skills...


  • Burlington, Canada Alberici Constructors, LTD Canada Full time

    The Project Controls Specialist is responsible for providing project execution support in the areas of Cost Controls, Scheduling, Document Control, Project Reporting, Procurement, Compliance, and Subcontractor Management. The Project Controls Specialist ensures the project procedures and practices are applied to the project and recommends changes as...


  • Burlington, Canada Lifemark Health Group Full time

    **Vocational Rehabilitation Service Specialist (VOC RSS)** **Status**: Permanent Full-time Opportunities **Location**: Remote; Work from Home, Ontario Partners in Canadian Veterans Rehabilitation Services (PCVRS), a national provider for Veterans Affairs Canada, is now welcoming Veterans and their families into a newly expanded Rehabilitation Services and...


  • Burlington, Canada Beatties Stationery Limited Full time

    **PURPOSE OF JOB**:The Business Development Manager (BDM) is responsible for uncovering, prospecting and winning new business. The IBDM will work with prospects over the phone and In-person to negotiate a ‘one-stop-shop’ solution for businesses, in which they can purchase all business categories from one vendor in Beatties Office Products. The BDM works...


  • Burlington, Ontario, Canada CRB TRANSLOGISTICS Full time

    Job OverviewCRC Translogistics seeks an experienced Transportation Specialist to join our team. As a key member of our operations department, you will play a crucial role in ensuring the smooth transportation of goods across North America.Salary InformationThe estimated salary for this position is between $65,000 and $85,000 per annum, depending on...


  • Burlington, Ontario, Canada McKeil Marine Full time

    Job Title:Procurement SpecialistCompany Overview:McKeil Marine is a leading marine service provider in Canada, delivering turn-key solutions to customers across various transportation and project challenges. Our operations are built on customer service, safety, quality, and environmental respect.Salary:The estimated annual salary for this position is $70,000...


  • Burlington, Ontario, Canada GTT, LLC Full time

    About the RoleWe are seeking a skilled Global Business Transformation Specialist to join our team. In this role, you will play a crucial part in driving our global business transformation initiative.Key Responsibilities:Project Support: Assist project managers in planning, tracking, and reporting project progress.Stakeholder Management: Effectively...


  • Burlington, Ontario, Canada McKeil Marine Full time

    McKeil Marine, a leading marine service provider in Canada, is seeking an experienced Procurement Systems Implementation Specialist to join their team.About the CompanyWith a strong commitment to customer service, safety, quality, and environmental responsibility, McKeil Marine offers a competitive total compensation program and a dynamic work environment...


  • Burlington, Ontario, Canada Randstad Canada Full time

    We are seeking a skilled Production Specialist to join our team in Oakville. As a key member of our production/assembly team, you will play a vital role in the production of mechanical parts.The ideal candidate will have 1-3+ years of experience as a machine operator and be comfortable standing for long periods. You must also be able to follow instructions...


  • Burlington, Ontario, Canada beBee Professionals Full time $45,000 - $60,000

    As a Child Development Specialist at beBee Professionals, you will have the opportunity to make a meaningful impact on the lives of young children.Key Responsibilities:Develop and implement educational programs that cater to the diverse needs of children.Create a supportive and inclusive environment that promotes social, emotional, and cognitive...


  • Burlington, Canada MNP Full time

    Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact with our ease Cloud Accounting Services team as an Onboarding Specialist. This diverse team of professionals are dedicated to exceeding clients’ unique...

  • Referral Coordinator

    5 months ago


    Burlington, Canada Lifemark Health Group Full time

    **Referral Coordinator (The Rehabilitation Service Professional (RSP) Coordinator)** **Location**: In-Office position in Burlington **Status**: Permanent full-time **Hours of Work**:Call Centre is open 7am-8pm (8hr window within this time-frame) **Partners in Canadian Veterans Rehabilitation Services (PCVRS) **provides comprehensive rehabilitation focused...


  • Burlington, Ontario, Canada beBee Professionals Full time $45,000 - $60,000

    We are seeking a highly skilled Early Childhood Educator to join our team at beBee Professionals.Key Responsibilities:Design and implement educational programs that promote cognitive, social, and emotional growth in young children.Create a safe and stimulating environment that fosters creativity and exploration.Collaborate with parents and caregivers to...

  • Referral Coordinator

    6 months ago


    Burlington, Canada Lifemark Health Group Full time

    **Referral Coordinator (The Rehabilitation Service Professional (RSP) Coordinator)** **Location**: In-Office position in Burlington **Status**: Permanent full-time **Hours of Work**:Call Centre is open 7am-8pm (8hr window within this time-frame) **Partners in Canadian Veterans Rehabilitation Services (PCVRS) **provides comprehensive rehabilitation focused...


  • Burlington, Ontario, Canada Joseph Brant Hospital Full time

    About the PositionJoseph Brant Hospital seeks a skilled Registered Nurse to join its Complex Care department. As a key member of the multidisciplinary team, this nurse will be responsible for providing high-quality patient care and promoting a culture of excellence.Key ResponsibilitiesProvide direct patient care and coordinate with interdisciplinary teams to...