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Added 17 mins ago
NB
Private Wealth Advisor (1859)
National Bank of Canada
Quebec, QC
- Full-time
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…
Added 6 hours ago
RB
Senior Will and Estate Advisor
Royal Bank of Canada
Halifax, NS
- Full-time
As an RBC Royal Trust professional, the Senior Will and Estate Advisor is responsible for the acquisition of new wills and powers of attorney/mandates appointing Royal Trust in a fiduciary…
Added 7 hours ago
RB
Investment Funds Advisor Assistant
Royal Bank of Canada
Vancouver, BC
- Full-time
In your key role as Administrative Support, you will also create estate packages, compile manager review schedules and book appointments, and assist with mail outs as required
Added 14 hours ago
R
Senior Will and Estate Advisor
RBC
Halifax, NS
- Full-time
As an RBC Royal Trust professional, the Senior Will and Estate Advisor is responsible for the acquisition of new wills and powers of attorney/mandates appointing Royal Trust in a fiduciary…
Added 14 hours ago
R
Investment Funds Advisor Assistant
RBC
Vancouver, BC
- Full-time
In your key role as Administrative Support, you will also create estate packages, compile manager review schedules and book appointments, and assist with mail outs as required
Added 16 hours ago
DF
Wealth Advisor - Orangeville/Newmarket
DUCA Financial Services Credit Union Ltd.
Toronto, ON · North York, ON
- Full-time
Reporting to the VP, Wealth Management, the Wealth Advisor provides investment, retirement, and financial planning advice, with the focus on consolidation of investment assets through two…
Added 18 hours ago
RW
Senior Associate Advisor
RBC Wealth Management
Toronto, ON
- Full-time
We are expanding the team and are looking for an experienced Associate Advisor to work alongside our investment and wealth and estate planning professionals.
Added 20 hours ago
C
Senior Private Banking Associate
CIBC
Thornhill, ON
- Full-time
…which increases overall profit contribution to CIBC Private Wealth Management. As a Senior Private Banking Advisor, you will provide exceptional service to Private Banking clients by…
Added 1 day ago
T
Developing Investment Advisor
TD
London, ON
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It's a very special…
Added 1 day ago
HI
Insurance Advisor, Real Estate Practice
HUB International
Burnaby, BC
- Full-time
…risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams…
Added 1 day ago
Financial Advisor, Investment & Retirement Planning (Canada)
Scotiabank
Edmonton, AB
Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’…
Added 1 day ago
WT
Senior Manager, Advice Innovation & Experience (16-month Fixed Term Contract)
Wealthsimple Technologies
Remote, Canada
- $156,000 to $195,000 CAD / year
- Full-time
- Remote
Define what "5-star" client experiences look like in wealth management. Draw on deep knowledge of premium service (luxury hospitality, high-end retail, or elite financial services) to…
Added 1 day ago
Director, Client Enablement
Questrade Financial Group
Toronto, ON
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign…
Added 1 day ago
Financial Advisor, Investment & Retirement Planning
Scotiabank
Hamilton, ON · Ancaster, ON
Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’…
Added 1 day ago
GC
Partner, Family Office
GlassRatner Canada
Toronto, ON
- Full-time
…leading multi-family office platforms, providing truly objective wealth advisory services to high, and ultra-high-net-worth individuals and families. Their offering spans investment…
Added 2 days ago
M
Manager, Property Tax Services / Directeur(trice), Fiscalité foncière
MNP
Winnipeg, MB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll monitor markets and legislative changes to ensure that clients are utilizing all available programs and…
Added 2 days ago
M
Consultant, Property Tax Services / Conseiller(ère), Fiscalité foncière
MNP
Winnipeg, MB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll monitor markets and legislative changes to ensure that clients are utilizing all available programs and…
Added 2 days ago
OF
Investment Advisor
Optimize Financial Group
Toronto, ON
- Full-time
Optimize Financial Group is a premier wealth management firm based out of Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions…
Added 2 days ago
Mortgage Review Officer (Real Estate Secured Lending)
Scotiabank
Toronto, ON
…(BRM), Home Financing Lending Manager (HFLM), and Financial Advisor (FA), as well as all administrative findings. The CA will also communicate to their respective Manager, Credit Review,…
Added 2 days ago
Investment Analyst / Senior Investment Analyst – Private & Public Markets
Staffinity Inc
Toronto, ON · North York, Ontario
…Investment Analyst for a premier alternative investment and wealth management firm located in Toronto, ON. This is a full-time, permanent, in-person role offering a competitive base salary,…
Added 2 days ago
OF
Advisor Transition Coordinator
Optimize Financial Group
Toronto, ON
- Full-time
Optimize Wealth Management, located in Toronto, ON, is a premier wealth management company dedicated to providing personalized financial solutions and advice. Our holistic approach…
Added 2 days ago
IP
Senior Wealth Advisor
IG Private Wealth Management - Larouche Private Wealth Management
Timmins, ON
- Full-time
Larouche Private Wealth Management is seeking a Senior Wealth Advisor to join our growing team. We serve families, business owners and professionals across Northern Ontario, providing…
Added 2 days ago
CG
Associate, Wealth Advisor
Canaccord Genuity Group Inc.
Vancouver, BC
- Full-time
Associate, Wealth Advisor - Stenner Wealth Partners+
Added 4 days ago
MW
Associate - Business Development & Wealth Management
Manulife Wealth
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Deliver comprehensive wealth management: Learn and apply the principles of retirement planning, tax and estate planning, and portfolio management.
Added 4 days ago
M
GWS Internal Wholesaler - Retail
Manulife
Toronto, ON · Waterloo, ON · Vancouver, BC
- Full-time
As the Internal Wholesaler, you will be responsible for promoting a full range of Wealth Management solutions to Advisors and industry-leading access to Portfolio Managers and Strategists,…

Optimize Financial Group

Advisor Transition Coordinator

Toronto, ON, Canada

Full-time

Apply About employer

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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.

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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