Wealth Management Transition Specialist

19 hours ago

Toronto, Ontario, Canada Optimize Wealth Management Full time

Company Overview

Optimize Wealth Management, a premier wealth management company in Toronto, Ontario, specializes in providing personalized financial solutions and advice to its clients. With a focus on matching clients' financial and life goals with tailored strategies, the company's holistic approach is driven by values such as honesty, persistence, teamwork, and excellence.

Salary and Benefits

We offer a competitive salary of $120,000 per year, comprehensive benefits, and the opportunity to work in a rapidly growing, high-performing company located in the downtown financial district.

Job Description

As an Advisor Transition Associate at Optimize Wealth Management, you will play a pivotal role in assisting new Wealth Planners during their transition process. This involves supporting the Transition Manager with administrative tasks, monitoring progress, and addressing questions or challenges that arise.

Key Responsibilities

  • Assist new Wealth Planners with onboarding to ensure a smooth transition process
  • Support the Transition Manager with coordination of transition activities and administrative tasks
  • Monitor and track transition progress, ensuring milestones are met
  • Review and validate transition-related documentation for accuracy and completeness
  • Promptly address questions and concerns from new planners
  • C Coordinate with various departments to set up accounts and services for new planners
  • Evaluate information from multiple sources to ensure consistency and alignment with organizational standards
  • Follow up on missing or incomplete documentation and provide progress updates to stakeholders
  • Prepare and complete necessary paperwork for account openings and other transition requirements

Requirements and Qualifications

  • A minimum of 4-7 years of experience in a financial services or Wealth Management role
  • Exceptional attention to detail and organizational skills
  • Familiarity with core aspects of Wealth Management and investment account types
  • Strong communication skills with the ability to manage multiple priorities
  • Full-time, in-person availability

Bonus Points

  • Progress towards or completion of the Canadian Securities Course (CSC) or Chartered Investment Manager (CIM) designation
  • Experience in an Advisor support or transition role within the financial services sector

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