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Added 25 mins ago
MC
Shipping and Receiving Coordinator – Dartmouth - Administrative
Mackay Communications, Inc.
Dartmouth, NS
- Full-time
The Shipping & Receiving Coordinator is responsible for maintaining stock levels, accurate inventory records, obtaining quotes for parts/materials/supplies, verifying goods received as well…
Added 25 mins ago
FN
Family Physician - Northern Nations Wellness Centre
First Nations Health Authority
Prince George, BC
- Full-time
At NNWC, you won’t be practicing in isolation. You will join an established Physician and a comprehensive interdisciplinary team that includes a Registered Nurse (RN), Licensed Practical…
Added 25 mins ago
SP
Proposal Coordinator
Spark Power ⚡
AB · Edmonton, AB
- Full-time
Spark Power, a trusted partner in energy in North America, is seeking a highly organized and detail-oriented Proposal Coordinator to support proposal development, prequalification…
Added 54 mins ago
SP
Proposal Coordinator
Spark Power
AB · Edmonton, AB
- Full-time
Spark Power, a trusted partner in energy in North America, is seeking a highly organized and detail-oriented Proposal Coordinator to support proposal development, prequalification…
Added 54 mins ago
L
Design Build Coordinator
Ledcor
Vancouver, BC
- Full-time
…Building Construction team in Vancouver, BC, as a Design-Build Coordinator and help support the delivery of complex Design-Build…
Added 1 hour ago
NG
Fleet Equipment Coordinator
Nuna Group of Companies
Edmonton, AB
- Other
The Nuna Group of Companies is now accepting resumes for a Fleet Equipment Coordinator. Reporting to the Corporate Fleet Manager, the Fleet Equipment Coordinator will be accountable for…
Added 1 hour ago
PH
Administrative Coordinator, Staffing Office Resource Team
Providence Healthcare
Toronto, ON
- Temporary
Using computerized staffing systems, the Administrative Coordinator, Staffing Office, calls in and allocates relief staff, while also performing related staffing duties, including the input…
Added 1 hour ago
FH
Administrative Coordinator
Fuze HR Solutions
Mississauga, ON
- Full-time
The Administrative Coordinator is responsible for a variety of functions in supporting the President and department managers in efforts such as preparing reports, scheduling appointments,…
Added 1 hour ago
IS
Office Operations & Admin
Intelica Solutions Inc.
Calgary, AB
- Full-time
We are seeking a warm, dependable, and highly organized Office Operations & Admin to support the smooth day-to-day functioning of our business across two offices. This is an office-first…
Added 1 hour ago
Payroll & Benefits Coordinator
Amica Senior Lifestyles
Toronto, ON
Reporting to the Payroll Supervisor, the Payroll & Benefits Coordinator will be responsible for managing the full cycle for up to 9 residences ensuring compliance, accuracy, timely and data…
Added 1 hour ago
OT
Special Projects Coordinator - Limited Term
Ontario Tech University
Oshawa, ON
- Internship
Reporting to the Director, Planning and Operations of the Faculty of Engineering and Applied Science (FEAS), the Special Projects Coordinator will oversee the communications and marketing…
Added 1 hour ago
TU
Clinical Education Program Coordinator, UG/PG (RIH)
The University of British Columbia
Kamloops, BC
- $4,981 to $5,713 CAD / month
- Full-time
The incumbent reports directly to the RIH Site Coordinator (UG/PG) and takes direction form the FP PGME Site Coordinator regarding FP PGME deliverables. The incumbent, works closely with…
Added 1 hour ago
TU
Communications Coordinator
The University of British Columbia
Kelowna, BC
- $6,143.67 to $8,830.25 CAD / month
- Full-time
This position reports to the Communications Manager, and works closely with the School of Engineering (SoE) Leadership and Management to meet the school's communications needs. It interacts…
Added 1 hour ago
RH
Recruitment Coordinator
Robert Half
Vancouver, BC
- $58,000 to $62,000 CAD / year
- Full-time
Our client, a well-established and highly respected professional services firm, is seeking a Recruiting Coordinator to join its collaborative team in downtown Vancouver.
Added 1 hour ago
CG
Project Coordinator
Casman Group
AB · Edmonton, AB
- Full-time
We are seeking a Project Coordinator to play a key role in managing scope, schedule, cost, and quality for our clients.
Added 1 hour ago
CG
Project Accounting Coordinator
Casman Group
AB · Edmonton, AB
- Full-time
We are seeking an enthusiastic and detail-oriented Project Accounting Coordinator to join our team in a full-time, in-office role. This is an excellent opportunity for someone with an…
Added 1 hour ago
UO
Clinical Education Program Coordinator, UG/PG (RIH)
University of British Columbia
Kamloops, BC · IH | Kamloops Royal Inland Hospital (KRIH)
- $4,981 to $5,713 CAD / month
- Full-time
The incumbent reports directly to the RIH Site Coordinator (UG/PG) and takes direction form the FP PGME Site Coordinator regarding FP PGME deliverables. The incumbent, works closely with…
Added 1 hour ago
IS
Office Operations & Accounting Coordinator
Intelica Solutions Inc.
Calgary, AB
- Full-time
We are seeking a warm, dependable, and highly organized Office Operations & Admin to support the smooth day-to-day functioning of our business across two offices. This is an office-first…
Added 2 hours ago
CF
Administrative Coordinator, Operations
Cadillac Fairview
London, ON
- Full-time
Sales data entry; issue sales report to Head Office via Tableau and, sales ranking report to retail clients
Added 2 hours ago
MK
Medical Transportation Coordinator
Manitoba Keewatinowi Okimakanak
Mystery Lake, MB · Thompson, Manitoba
- Part-time
The Medical Transportation Coordinator is responsible for the coordination of medical transportation services for the community members of the MKO affiliated First Nation; and ensuring the…
Added 2 hours ago
TS
Kettle Coordinator - Temporary
The Salvation Army in Canada
North Vancouver, BC
- Full-time
…by helping TSA to give hope to other. The Christmas Kettle Coordinator position is a short-term contract position. The successful candidate is responsible for oversight of several Christmas…
Added 2 hours ago
TS
Kettle Coordinator - Temporary
The Salvation Army Canada and Bermuda Territory
North Vancouver, BC
- Full-time
…by helping TSA to give hope to other. The Christmas Kettle Coordinator position is a short-term contract position. The successful candidate is responsible for oversight of several Christmas…
Added 2 hours ago
Strategic Coordinator, Communications & Business Intelligence
City of Edmonton
AB
Reporting directly to the Branch Manager, Communications and Business Intelligence, the Strategic Coordinator plays a vital role in strategy development, issues management, and the…
Added 2 hours ago
DG
People & Culture Coordinator
DIVERSE GROUP
Vancouver, BC
- Full-time
Coordinate benefits administration and payroll information with our accounting team.
Added 3 hours ago
KB
HR & Safety Manager
KingFisher Boats Inc.
Vernon, BC
- $90,000 to $120,000 CAD / year
- Full-time
Lead and support the HR Advisor and Payroll & Benefits Coordinator.

Optimize Financial Group

Advisor Transition Coordinator

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

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.

Apply About employer

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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