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Added 12 mins ago
AU
HR Specialist
Alsco Uniforms
Montreal, QC
- Full-time
The Human Resources Specialist serves as the primary HR resource for a branch location, administering HR programs, advising managers on policy and employee matters, leading workforce…
Added 12 mins ago
M
RQ11599 - Technology Architect - Senior
Maarut
Toronto, ON
- Contract
Added 27 mins ago
MO
Library Assistant 2
Municipality of Chatham-Kent
Blandford-Blenheim, ON · Merlin, ON · Blenheim, ON
- Part-time
The Library Assistant 2’s primary responsibility is to assist with the daily operations of the branch to provide information resources and services to CK communities. The Library Assistant…
Added 43 mins ago
AU
HR Specialist
Alsco Uniforms
Montreal, QC
- Full-time
The Human Resources Specialist serves as the primary HR resource for a branch location, administering HR programs, advising managers on policy and employee matters, leading workforce…
Added 1 hour ago
T
Personal Banking Associate
TD
AB
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 1 hour ago
Special Projects Coordinator - Limited Term
ontariotechu
Oshawa, ON
Work closely with the FEAS’ senior administration team and the university’s Communications and Marketing department, and support the development, execution and evaluation of the FEAS’…
Added 2 hours ago
OF
Advisor Transition Coordinator
Optimize Financial Group
Toronto, ON
- Full-time
3+ years of experience in financial services, wealth management, or banking (advisor support, branch administration, transition/onboarding, or operations strongly preferred).
Added 2 hours ago
Estate Specialist
Scotiabank
ON · Mississauga, ON
Develop and maintain expert knowledge of all aspects related to estates administration, including operational processes and procedures, as well as, day to day banking, lending and…
Added 2 hours ago
SC
Supervisor Central Administration
Sydney Credit Union
Sydney, NS
- Full-time
The Central Administration Supervisor coordinates workflow, monitors quality and operational controls, manages escalated and complex files, and supports the ongoing development of staff and…
Added 2 hours ago
T
Customer Experience Associate - Kelowna Open House Meet & Greet Event - November 10th, 2026
TD
Kelowna, BC
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 2 hours ago
T
Personal Banking Associate Trainee
TD
Owen Sound, ON
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 2 hours ago
T
Customer Experience associate
TD
Terrace, BC
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 2 hours ago
T
Customer Experience Associate
TD
Calgary, AB
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 2 hours ago
T
Manager, Customer Experience
TD
Toronto, ON
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 2 hours ago
Procurement & Contract Specialist
City of Regina
Regina, SK
The knowledge, skills and abilities for this position are obtained through a University Degree in Administration or Commerce and a recognized purchasing designation such as a Supply Chain…
Added 3 hours ago
SH
Provincial Medical Labour Relations and Compensation Senior Business Analyst
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
…Finance and Compensation Medical Remuneration and Strategies Branch and other teams in SH - Provincial Health Labour Relations (PHRLS), Provincial Medical Administration Office (PMAO),…
Added 3 hours ago
SH
Director Provincial Medical Labour Relations & Medical Compensation Services
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Liaises with the Compensation and Medical Remuneration Strategies Branch, Manitoba Health, Seniors and Long-Term Care, related to physician workforce issues.
Added 3 hours ago
SC
Contract Management Advisor
Strathcona County
Sherwood Park, AB
- Full-time
Collaborate with Legislative Services and the Contract Management Branch to assess contract questions, issues, claims and disputes, and contribute to continuous improvement of corporate…
Added 3 hours ago
T
Personal Banking Associate - Saint-Hubert, Gaétan-Boucher (18.75 hours)
TD
Longueuil, QC · Saint-Hubert, QC
- Part-time
…très bon sens de l’organisation et à de solides compétences en administration, en planification et en gestion du…
Added 3 hours ago
D
Branch Manager
Dexter
Regina, SK
- Full-time
The Branch Manager position at Dexter plays a crucial role in offering customers the best value through the delivery of trailer parts. The Branch Manager oversees branch distribution…
Added 3 hours ago
T
Personal Banking Associate - Cousineau & Gaetan Boucher (Full time)
TD
Longueuil, QC
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 3 hours ago
T
Customer Experience Associate - Gander
TD
Gander, NL
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 4 hours ago
GL
Branch Manager
goeasy Ltd.
Halifax, NS
- Full-time
Create a vision and objective, leading your team to hit your branch, portfolio goals and capitalize on financial cross-sales and add-on products.
Added 4 hours ago
RB
Private Banking Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
Post-secondary education in Commerce or Business Administration
Added 4 hours ago
Branch Manager
Price Industries Limited
Hamilton, ON
The Branch manager’s primary focus is overseeing the day-to-day activities of the office. As a manager, they will develop, inspire and motivate their team. The Branch Manager working in…

Optimize Financial Group

Advisor Transition Coordinator

Toronto, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 25, 2026
Posting language: English
Posted: Oct 26, 2026

Original job description

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 hiring an Advisor Transition Coordinator to join our Advisor Transition Team at our Toronto Head Office. In this role, you own the onboarding journey for experienced financial advisors who are moving their practices to Optimize, ensuring every new advisor and their clients experience a smooth, professional transition. It is a full‑time, in‑person role ideal for someone with a financial services background that is highly organized, and thrives in a dynamic environment.

What you’ll do

Act as the primary point of contact for incoming advisors, guiding them through every step of the transition.
Track and manage transition timelines, milestones, and outstanding items, escalating issues as needed to keep transitions on schedule.
Prepare, review, and process transition documentation and account opening paperwork to ensure accuracy and completeness.
Coordinate with internal Tax, Estate, Financial Planning, Operations, and Insurance teams to complete account setups and service changes.
Proactively follow up on missing items, keep advisors informed, and provide regular status updates to internal stakeholders.

What you bring

3+ years of experience in financial services, wealth management, or banking (advisor support, branch administration, transition/onboarding, or operations strongly preferred).
Strong familiarity with investment and registered account types, transfer processes, and general wealth management concepts.
Exceptional attention to detail and organizational skills; comfortable managing many moving pieces at once.
Clear, confident written and verbal communication with advisors, clients, and internal teams.
Ability to work full‑time, on‑site in downtown Toronto.
Progress toward or completion of CSC or CIM is a strong asset.

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More about this job

Responsibilities

Guide incoming financial advisors through their transition to Optimize, managing timelines, documentation, account openings, and follow-ups. Coordinate with internal teams to complete account setups and service changes, resolve issues, and keep advisors and stakeholders informed.

Requirements

Requires 3+ years of experience in financial services, wealth management, or banking, with advisor support, administration, onboarding, or operations experience preferred. Candidates should understand investment and registered accounts and transfer processes, have strong organizational and communication skills, and be able to work full-time on-site in downtown Toronto; progress toward or completion of the CSC or CIM is an asset.

Skills

Advisor Onboarding
Transition Coordination
Timeline Management
Milestone Tracking
Documentation Processing
Account Opening
Investment Accounts
Registered Accounts
Transfer Processes
Wealth Management
Attention To Detail
Organization
Written Communication
Verbal Communication
Stakeholder Coordination
Issue Escalation

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Wealth Management
Advisor Transition
Advisor Onboarding
Transition Timelines
Milestone Tracking
Transition Documentation
Account Opening Paperwork
Investment Accounts
Registered Accounts
Transfer Processes
Account Setup
Service Changes
Financial Planning
Tax
Estate Planning
Operations
Insurance
Advisor Support
Branch Administration
CSC
CIM

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