Transition Coordinator

4 days ago

Toronto, Ontario, Canada Optimize Financial Group Full time

About Optimize Wealth Management:

Optimize Wealth Management, located in Toronto, ON, is a premier wealth management company dedicated to providing personalized financial solutions and advice. Our holistic approach integrates financial planning, portfolio management, tax preparation, debt management, and estate planning—striving to exceed clients' financial and life goals. Our core values are honesty, persistence, teamwork, and excellence.

The opportunity:

We are seeking a motivated Transition Coordinator to join our Advisor Transition Team at our Toronto headquarters. This pivotal role supports the onboarding and transition of new financial advisors by monitoring progress, managing documentation, and ensuring a smooth and efficient integration experience. The ideal candidate is detail-oriented, highly organized, and thrives in a dynamic, fast-paced environment. This is a full-time, on-site role.

Key responsibilities:

  • Assist new financial advisors throughout their onboarding and transition process, facilitating a smooth experience.
  • Monitor and track transition milestones to ensure timelines and quality standards are met.
  • Review transition-related documentation for completeness and accuracy.
  • Serve as a primary point of contact for new advisors, promptly addressing questions and concerns.
  • Coordinate with internal departments—including Tax, Estate, Financial Planning, and Insurance—to facilitate seamless account setups and service transitions.
  • Evaluate information from multiple sources for consistency and compliance with organizational standards.
  • Follow up on missing or incomplete documents and provide progress updates to relevant stakeholders.

Qualifications
:

  • 4 to 7 years of experience in financial services or wealth management roles.
  • Exceptional attention to detail and strong organizational capabilities.
  • Familiarity with wealth management concepts and investment account types.
  • Excellent communication skills with the ability to manage multiple priorities effectively.
  • Availability for full-time, in-person work.
  • Progress toward or completion of the Canadian Securities Course (CSC) or Chartered Investment Manager (CIM) designation is a strong asset.
  • Prior experience in advisor support or advisor transition roles within financial services is preferred.

  • Transition Planner, Discharge Coordination

    1 day ago

    Toronto, Ontario, Canada St. Joseph's Health Centre, Toronto Full time

    Unity Health Toronto, comprised of Providence Healthcare, St. Joseph's Health Centre and St. Michael's Hospital, works to advance the health of everyone in our urban communities and beyond. Our health network serves patients, residents and clients across the full spectrum of care, spanning primary care, secondary community care, tertiary and quaternary care...

  • Wealth Transition Planner Bilingual

    2 weeks ago

    Toronto, Ontario, Canada Fidelity Canada Full time

    Job DescriptionWealth Transition Planner BilingualThis is a hybrid role with a mix of remote and in-office workingCurrent work authorization for Canada is required for all openings.Who We AreAt Fidelity, we've been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment...

  • Wealth Transition Planner Bilingual

    2 weeks ago

    Toronto, Ontario, Canada Fidelity Canada Full time $80,000 - $100,000

    Job DescriptionWealth Transition Planner BilingualThis is a hybrid role with a mix of remote and in-office workingCurrent work authorization for Canada is required for all openings.Who We AreAt Fidelity, we've been helping Canadian investors build better financial futures for over 35 years.  We offer individuals and institutions a range of trusted...

  • Transit Architect III

    2 weeks ago

    Toronto, Ontario, Canada Perkins&Will Full time

    Perkins & Will is a multi-disciplinary design firm specializing in the design of public buildings and spaces, including recreation centres, libraries, academic facilities, corporate and commercial projects and transit projects. The studio consists of architects, interior designers and urban designers and places a strong emphasis on design excellence and...

  • Bus Rapid Transit Lead

    7 days ago

    Toronto, Ontario, Canada TYLin Full time

    TYLinis a globally recognized, full-service infrastructure consulting firm committed to providing innovative, cost-effective, constructible designs for the global infrastructure market. With over 3,000 employees throughout the Americas, Asia, and Europe, the firm provides support on projects of varying size and complexity. Together, we enhance conventional...

  • National Lead Bus Transit Engineering

    7 hours ago

    Toronto, Ontario, Canada AtkinsRéalis Full time

    OverviewAs the National Lead for the Bus Transit Engineering discipline, you will spearhead the strategic direction, growth, and technical excellence of our bus transit engineering team across Canada. This leadership role combines business development, client engagement as well as defining technical orientations of the discipline.Working as part of the Rail,...

  • Bus Rapid Transit Lead

    7 days ago

    Toronto, Ontario, Canada Global Infrastructure Full time $150,000 - $200,000

    TYLin is a globally recognized, full-service infrastructure consulting firm committed to providing innovative, cost-effective, constructible designs for the global infrastructure market. With over 3,000 employees throughout the Americas, Asia, and Europe, the firm provides support on projects of varying size and complexity. Together, we enhance conventional...

  • Structural Engineer, Rail and Transit

    4 days ago

    Toronto, Ontario, Canada WSP Full time

    DescriptionThe Opportunity:Join us and make an impact that matters At WSP, you'll take the lead on shaping the future of transportation and transit infrastructure—from iconic bridges to complex underground structures. In this role, you won't just manage projects; you'll drive innovation, champion safety, and deliver solutions that enhance communities....

  • Care Transitions Coordinator,Admin Coord

    2 weeks ago

    Toronto, Ontario, Canada -a200-41ca-b705-b1a6930f83ce Full time

    Company BioNorth York General is one of Canada's leading community academic hospitals with a vision to deliver World-Class Care, 24/7. Affiliated with the University of Toronto, our multi-site campus supports our diverse community through every stage and life-defining moment by providing a wide range of acute care, ambulatory and long-term care services.What...

  • Planner & Scheduler - Transit

    2 weeks ago

    Toronto, Ontario, Canada Graham Full time

    Build What MattersAt Graham, one of North America's largest general contractors, we don't just build projects, we connect communities and create pathways for progress. As part of our Infrastructure Division, you'll contribute to transformative work across the region, including roads, highways, bridges, interchanges, light rail transit systems, bus rapid...