Bilingual Advisor Onboarding
4 weeks ago
A financial services company in Toronto is seeking a Business Processing Coordinator to manage onboarding for new advisors and branches. The ideal candidate will have at least 2 years of financial industry experience and be fluent in both English and French. Responsibilities include processing transactions, maintaining high accuracy, and ensuring excellent service during the onboarding process. This role offers a supportive and inclusive work environment with opportunities for growth.#J-18808-Ljbffr
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Bilingual Onboarding
2 weeks ago
Toronto, Canada CI Financial Full timeA financial services company in Toronto is seeking a Business Processing Coordinator. This entry-level role involves managing the onboarding for new advisors and processing various financial transactions. Candidates should have a minimum of 2 years of financial industry experience and be bilingual in English and French. The role offers a competitive salary...
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Bilingual Onboarding
2 weeks ago
Toronto, Canada CI Financial Full timeA financial services company in Toronto is seeking a Business Processing Coordinator. This entry-level role involves managing the onboarding for new advisors and processing various financial transactions. Candidates should have a minimum of 2 years of financial industry experience and be bilingual in English and French. The role offers a competitive salary...
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Toronto, Canada CI Financial Full timeA leading financial services firm in Toronto seeks a New Business Coordinator to support the onboarding of advisors and enhance their experience. The role involves coordinating registrations, managing transitions, and ensuring smooth communication with advisors and stakeholders. The ideal candidate is bilingual in French and English, detail-oriented, with...
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Toronto, Canada CI Financial Full timeA leading financial services firm in Toronto seeks a New Business Coordinator to support the onboarding of advisors and enhance their experience. The role involves coordinating registrations, managing transitions, and ensuring smooth communication with advisors and stakeholders. The ideal candidate is bilingual in French and English, detail-oriented, with...
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Advisor Onboarding Specialist | Hybrid
4 weeks ago
Toronto, Canada Aligned Capital Partners Inc. Full timeA financial services firm in Toronto is looking for a dynamic New Business Coordinator. This entry-level role involves coordinating the onboarding process for advisors, including registration and asset transfers, while ensuring accuracy and efficiency. Candidates should be bilingual in French and English, possess relevant experience in financial services,...
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Bilingual Advisor Onboarding
4 weeks ago
Toronto, Canada CI Financial Full timeA financial services company in Toronto is seeking a Business Processing Coordinator to manage onboarding for new advisors and branches. The ideal candidate will have at least 2 years of financial industry experience and be fluent in both English and French. Responsibilities include processing transactions, maintaining high accuracy, and ensuring excellent...
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Advisor Onboarding Coordinator
2 weeks ago
Toronto, Canada Richardson Wealth Ltd Full time**About Us**: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our...
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Bilingual Wealth Transition Planner — Onboarding
2 weeks ago
Toronto, Canada Fidelity International Full timeA leading financial services firm in Toronto seeks a Bilingual Wealth Transition Planner to support financial advisors in onboarding and transitions. The role requires strong organizational and communication skills, along with 3-5 years of experience in financial services. Candidates must be fluent in both English and French, and possess a client-focused...
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Bilingual Wealth Transition Planner — Onboarding
2 weeks ago
Toronto, Canada Fidelity International Full timeA leading financial services firm in Toronto seeks a Bilingual Wealth Transition Planner to support financial advisors in onboarding and transitions. The role requires strong organizational and communication skills, along with 3-5 years of experience in financial services. Candidates must be fluent in both English and French, and possess a client-focused...
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Bilingual Wealth Transition Planner — Onboarding
2 weeks ago
Toronto, Canada Fidelity International Full timeA leading financial services firm in Toronto seeks a Bilingual Wealth Transition Planner to support financial advisors in onboarding and transitions. The role requires strong organizational and communication skills, along with 3-5 years of experience in financial services. Candidates must be fluent in both English and French, and possess a client-focused...