Advisor Transition Specialist

Overview We are looking for a Senior Advisor Transition Specialist to help onboard new advisory teams joining from other dealers. You’ll open accounts, support NBIN platform setup, and ensure a smooth transition for incoming advisors. What you will be doing: Support the onboarding of new advisors and their teams from other dealers. Open new client accounts...

Overview We are looking for a Senior Advisor Transition Specialist to help onboard new advisory teams joining from other dealers. You’ll open accounts, support NBIN platform setup, and ensure a smooth transition for incoming advisors. What you will be doing: - Support the onboarding of new advisors and their teams from other dealers. - Open new client...

**_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you....

A leading financial services company in Vancouver is seeking a Transition Administrator to support financial advisors during pivotal career transitions. The role involves liaising between new advisors and the home office, ensuring smooth transitions, and providing ongoing support. Ideal candidates will have knowledge of investment concepts, proficiency in...

A financial services firm in Vancouver is seeking a Senior Advisor Transition Specialist to facilitate the onboarding of new advisory teams. This role involves supporting client account openings and providing NBIN platform assistance. Candidates should have over 3 years of experience in dealer operations, be bilingual in English and French, and be flexible...

Job Description - Transition Administrator (2500561) Job Description Transition Administrator - 2500561 Description At Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking...

Job Description - Transition Administrator (2500561)Job DescriptionTransition Administrator - 2500561DescriptionAt Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove together.Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized...

**Transition Administrator (Vancouver/Toronto)** - 2302756 **Job Summary** Under the direction of the Supervisor, Transition Services, the Transition Administrator is responsible for providing support and acting as a liaison between the home office and new Financial Advisors (FAs) joining Raymond James branch offices. The Transition Administrator’s...

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Transition Administrator Are you passionate about supporting...

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Transition Administrator Are you passionate about supporting...