Find work in Canada.

493,559 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 12 mins ago
Senior Customer Success Manager, Canada Strategic Account Services
Amazon
Toronto, ON
…ensuring Seller satisfaction by delivering an optimal level of service through strategic insights and relentlessly high operational standards. In this role, you will own building and…
Added 27 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Terrebonne, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 27 mins ago
NB
Wealth Associate
National Bank of Canada
Saguenay, QC · Chicoutimi, QC
- Full-time
…wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our…
Added 27 mins ago
OM
Accounting and Reporting Advisor
Ontario Ministry of Transportation/ Ministère des Transports de l’Ontario
ON · Ontario, Canada
- $80,089 to $115,402 CAD / year
- Full-time
…with Public Sector Accounting Standards and Ontario Public Service (OPS) accounting policies and…
Added 27 mins ago
NB
Banking Advisor
National Bank of Canada
Aurora, ON
- Part-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 27 mins ago
NB
Manager, Financing Solutions - Real Estate Group
National Bank of Canada
Vancouver, BC
- Full-time
Serve as a trusted advisor and real estate financing expert by monitoring market trends, identifying sector risks, and supporting the development of team expertise.
Added 27 mins ago
R
Financial Advisor
RBC
Edmundston, NB
- Full-time
 Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice…
Added 27 mins ago
R
Client Advisor
RBC
Carman, MB
- Part-time
…you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities, you can build a great career with us as a future…
Added 27 mins ago
R
Client Advisor Intern
RBC
Petawawa, ON
- Full-time
Track record in building rapport and maintaining client relationships within the financial or service industry
Added 27 mins ago
Assistant
Richardson Wealth Ltd
Ottawa, ON
…growing the business by providing support to the Investment Advisor(s), ensuring high-level client service, and effective functioning of the team through administration-related…
Added 27 mins ago
D
Wealth Management Advisor
Desjardins
Montreal, QC · Caisse Desjardins de Lachine
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. You…
Added 27 mins ago
JI
Service Advisor / Dispatcher (Afternoon Shift)
J.D. Irving, Limited
Saint John, NB
- Full-time
We are currently seeking a Service Advisor / Dispatcher (Afternoon Shift) for our Saint John location. The successful candidate will be a motivated, organized individual with strong…
Added 27 mins ago
C
Financial Advisor - CIRO-ID (Urban)
CIBC
Vancouver, BC
- Full-time
…management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for…
Added 27 mins ago
C
Associate Financial Advisor
CIBC
Brantford, ON
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 57 mins ago
OF
Advisor Transition Coordinator
Optimize Financial Group
Toronto, ON
- Full-time
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…
Added 57 mins ago
TR
Service Advisor - RV Dealership
Traveland RV Supercentre
Martensville, SK
- Full-time
…dealership has the perfect job for you. We need more than an RV Service Advisor; we need an outstanding communicator with a professional appearance and a strong work ethic, someone who is…
Added 57 mins ago
TR
RV Technician
Traveland RV Supercentre
Langley (District), BC · Langley, BC
- Full-time
Discuss repairs with shop foreman or RV service advisor
Added 57 mins ago
TR
External Service Advisor - RV Dealership
Traveland RV Supercentre
Langley (District), BC · Langley, BC
- Full-time
…dealership has the perfect job for you. We need more than an RV Service Advisor; we need an outstanding communicator with a professional appearance and a strong work ethic, someone who is…
Added 57 mins ago
EI
Senior Project Engineer
ExcelGens, Inc.
Montreal, QC
- Contract
We are seeking an experienced Senior Project Engineer – Montreal Delivery (Principal Advisor Engineering) to strengthen the Vaudreuil Program's engineering delivery capacity and support the…
Added 57 mins ago
ZA
Financial Service Advisor - Newmarket Nissan Infiniti (26288)
Zanchin Automotive Group
Newmarket, ON
- Full-time
…benefits that come with protection programs, such as vehicle service…
Added 57 mins ago
CI
Principal Architect
Camis Inc
Guelph, ON
- Full-time
Act as a trusted technical advisor to leadership, providing balanced recommendations on technology investments and platform strategy.
Added 57 mins ago
LV
Host (3-Month Contract)
Louis Vuitton
AB · Edmonton, AB
- Part-time
This is an opportunity for those who thrive in a fast-paced environment, see themselves as a true personal ‘advisor’- someone who is seeking to grow their career in a luxury retail…
Added 57 mins ago
D|
Product Advisor | Downtown Toyota
DAG | Downtown AutoGroup
Toronto, ON
- Full-time
As a Product Advisor, you are the heartbeat of Downtown Toyota. You will guide our diverse guests through an exhilarating journey, ensuring every interaction is infused with respect,…
Added 57 mins ago
Wealth Protection Advisor, Service (Hybrid)
First West
Penticton, BC
We are currently seeking a Wealth Protection Advisor (Service) to join our team. This is a hybrid role with an opportunity to work from one of our branches located in Kelowna, Penticton,…
Added 57 mins ago
Tangerine Growth Advisor - Tangerine
Scotiabank
Toronto, ON
Our client-obsessed teams deliver flexible, accessible banking solutions, breakthrough products, and award-winning service. Beyond banking, we’re committed to making an impact in the…

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

Report this job