Advisor Transition Specialist

6 months ago

Vancouver, Canada Harbourfront Wealth Management Full time

**Who we are**:
Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our core values start with the belief that great people make great companies. Our head office is in downtown Vancouver with over twenty-eight branches across Canada.

**Career opportunity**:
**You will be responsible for**:

- Assisting with the onboarding process of new advisory teams, conduct training, create new account opening packages, clarify operations policies/procedures and documentation requirements, and collaborate with other internal departments, to effectively complete their full transition;
- Monitoring mailboxes and respond to all general inquiries, processing issues, and service requests throughout the team’s onboarding period;
- Providing follow-up training and assist with their navigation of various third-party operating systems;
- Creating and updating the transition Smartsheet tracker, ensure all required tasks are completed within established timeline to ensure a smooth transfer of the advisor’s book of business;
- Providing initial onsite training, servicing, and support as required;
- Completing project items/tasks and other duties when assigned;
- 2 - 5 years of financial service industry experience, preferably, with an CIRO Investment Dealer;
- Familiar with brokerage back-office operations, objectives, and initiatives;
- Experience with National Bank Independent Network (NBIN) service relationship and operating systems;
- High level of people skills, critical thinking, and ability to operate in a dynamic, fast-paced environment;
- Possess solid project and organizational skills with a focus on completing assigned tasks efficiently;
- Willing to travel;
- Exceptional written and oral communication skills;
- Exceptional flexibility and strong time management skills to adapt to shifting priorities to meet deadlines;
- Effective team player, positive attitude, and strong collaboration skills;
- Ability to learn and adapt quickly, is results driven, and thrives within a fast-paced environment;
**Definite Assets**:

- Relevant experience in the Wealth Management industry;
- Relevant experience in digital onboarding;
**Salary Range**:
$55,000 - $65,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity).

**Diversity and Inclusion**

Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.

**Job Types**: Full-time, Permanent

**Salary**: $55,000.00-$65,000.00 per year

**Benefits**:

- Dental care
- Employee stock purchase plan
- Extended health care
- Life insurance
- Paid time off
- RRSP match

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Vancouver, BC V6E 3P3

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