Advisor Transition Specialist

2 weeks ago


Vancouver, Canada Raymond James Financial Full time

A leading financial services firm in Canada seeks a Transition Administrator. This role involves assisting new Financial Advisors with their transition to the firm, maintaining communication, and providing operational training and support. Ideal candidates have a strong background in the financial industry, proficiency in Microsoft Office, and excellent communication skills. Competitive salary range of $55,000 to $62,000 plus performance bonuses is offered.
#J-18808-Ljbffr



  • Vancouver, Canada Manulife Full time

    **_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....


  • Vancouver, Canada Raymond James Financial Full time

    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...


  • Vancouver, Canada Raymond James Financial Full time

    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...


  • Vancouver, Canada Raymond James Financial Full time

    A leading financial services firm in Canada seeks a Transition Administrator. This role involves assisting new Financial Advisors with their transition to the firm, maintaining communication, and providing operational training and support. Ideal candidates have a strong background in the financial industry, proficiency in Microsoft Office, and excellent...

  • Advisor Transition

    4 weeks 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...

  • Advisor Transition

    2 weeks 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...


  • Vancouver, Canada Raymond James Ltd. Full time

    A leading financial services firm in Vancouver is seeking a Transition Administrator to support the onboarding of new Financial Advisors. This role involves managing the transition process, providing training, and maintaining communication with Advisors. Candidates should have a strong understanding of investment practices, proficient Microsoft Office...


  • Vancouver, Canada Raymond James Financial Full time

    A leading investment firm in Canada seeks a Transition Administrator to assist and support new Financial Advisors. Responsibilities include training, educating about policies, and ensuring smooth transitions. Ideal candidates have experience in investment brokerage, strong relationship skills, and proficiency in Microsoft Office. Competitive salary and...


  • Vancouver, Canada Raymond James Financial Full time

    A leading investment firm in Canada seeks a Transition Administrator to assist and support new Financial Advisors. Responsibilities include training, educating about policies, and ensuring smooth transitions. Ideal candidates have experience in investment brokerage, strong relationship skills, and proficiency in Microsoft Office. Competitive salary and...


  • Vancouver, Canada Raymond James Ltd Full time

    _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...