Senior Transition Advisor — Onboarding
3 weeks ago
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 to travel across Canada as necessary. The salary range for this position is CAD $65,000 – $80,000.
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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....
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Senior Advisor Transition Specialist
2 weeks ago
Vancouver, Canada TEEMA Full timeOverview 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...
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Senior Advisor Transition Specialist
3 weeks ago
Vancouver, Canada TEEMA Full timeOverview 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...
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Onboarding Advisor
2 weeks ago
Vancouver, Canada Providence Healthcare Full time**Salary**: The salary range for this position is CAD $38.12/Hr. - CAD $54.80/Hr. Article Flag: Mandatory Vaccination Please Note: As per the current Public Health Orders (Long Term Care/Seniors Assisted Living Provincial Health Order and the Health Sector Order), as of October 26, 2021, all employees working for Providence Health Care must be fully...
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Advisor Transition Specialist
4 weeks ago
Vancouver, Canada Raymond James Financial Full timeA 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...
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Advisor Transition Specialist
3 weeks ago
Vancouver, Canada Raymond James Financial Full timeA 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...
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Client Onboarding Manager
2 days ago
Vancouver, British Columbia, Canada VRIFY Full timeVRIFY is positioned at the forefront of the mining industry's transformation, leveraging cutting-edge AI to revolutionize mineral exploration. With a focus on AI exploration targeting, VRIFY is expanding its capabilities by synthesizing vast amounts of geological information. This integration enhances the precision and efficiency of exploration strategies,...
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Analyst, Client Transitions Management
1 week ago
Vancouver, Canada Connor, Clark & Lunn Financial Group Full time**Analyst, Client Transitions Management** **Connor, Clark & Lunn Financial Group Ltd.** **Vancouver, BC** We are one of Canada’s largest and leading private asset management firms providing investment management services to individuals, advisors, pension plans, institutional investors and foundations. Connor, Clark & Lunn Financial Group Ltd....
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Head of Sales
3 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Super Advisor Full timeHead of Sales (Wealth Platforms – Canada & U.S.) We’re looking for a Head of Sales who knows how to close. Someone who’s built and run a real pipeline — fast-moving, high-volume, and full of serious prospects — and can turn qualified leads into signed, multi-advisor deals. At Super Advisor, we’re building the operating system for wealth...
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Senior Living Advisor
4 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Visavie Full timeSenior Living Advisor – Visavie For nearly 40 years, Visavie, a Spectrum Health Care company, has been guiding seniors and their families through one of life’s most important transitions: finding the right retirement living solution. Our service is free for families, fully personalized, and rooted in compassion. We are expanding in Ontario and are...