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Added 22 mins ago
IF
Learning and Development Advisor,
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
…advisors who have chosen us for their insurance, savings, and wealth…
Added 22 mins ago
RB
Administrative Assistant
Royal Bank of Canada
Calgary, AB
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 22 mins ago
RB
Administrative Assistant
Royal Bank of Canada
Timmins, ON
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 22 mins ago
R
Administrative Assistant
RBC
Timmins, ON
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 22 mins ago
R
Administrative Assistant
RBC
Sudbury, ON
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 37 mins 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 53 mins ago
PC
Investment Analyst
People Corporation
Toronto, ON · ON - PC Sheppard - Toronto
- Full-time
1 to 3 years of experience in investment consulting, pension consulting, asset management, wealth management, institutional research, or a related field.
Added 53 mins ago
CF
District Vice-President, Sales
CI Financial
Toronto, ON
- Full-time
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently…
Added 53 mins ago
B
Service Advisor
BCAA
Victoria, BC · Broadmead
- Full-time
We are currently hiring a Service Advisor based in our Broadmead Service Location!
Added 53 mins ago
B
Service Advisor
BCAA
Vancouver, BC · Cambie Village
- Full-time
We are currently hiring a Service Advisor based in our Cambie Village Service Location!
Added 1 hour ago
M
Elite Inforce Case Coordinator
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
…Advisors across the country, we offer a suite of innovative wealth and protection solutions, including: segregated funds, mutual funds, annuities, guaranteed interest contracts, individual…
Added 1 hour 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 1 hour ago
Senior Financial Advisor - Sherway Gardens, Etobicoke, ON
Scotiabank
Toronto, ON · Etobicoke, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 hour 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 1 hour ago
PA
Portfolio Manager
Purpose Advisor Solutions
Toronto, ON
- Full-time
3–5 years in portfolio management, investment advisory, or wealth management, client-facing
Added 1 hour ago
MC
Director, Advisor Experience
Meridian Credit Union
St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
The role: The Director, Advisor Experience leads Wealth field activation and sustained adoption by translating business priorities and enterprise programs into clear advisor and leader…
Added 1 hour ago
MC
Director, Distribution & Activation
Meridian Credit Union
St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
Define and govern Wealth requirements for referral ecosystems, campaigns, lead management and segment strategies for mass affluent and high-net-worth members, leveraging data and…
Added 1 hour ago
Corporate - Commercial Lines - Commercial Account Manager
OTIP Group of Companies (OTIP, Orbit, Curo)
Waterloo, ON
The Commercial Account Manager serves as the lead relationship manager and trusted risk advisor for a portfolio of complex commercial clients. This role is responsible for developing and…
Added 2 hours ago
NB
Wealth Associate
National Bank of Canada
Oakville, ON
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 2 hours ago
NB
Wealth Associate
National Bank of Canada
Saguenay, QC · Chicoutimi, QC
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 2 hours ago
Assistant
Richardson Wealth Ltd
Ottawa, ON
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…
Added 2 hours 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 3 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 3 hours ago
Wealth Protection Advisor, Service (Hybrid)
First West
Penticton, BC
…planning and advice to members, referring complex cases to the Wealth Protection Advisor. Builds and maintains relationships, analyzes member data on income, assets, liabilities and wealth…
Added 3 hours ago
Tangerine Growth Advisor - Tangerine
Scotiabank
Toronto, ON
Contributes to Tangerine’s overall success and growth of Tangerine Wealth by building trusted relationships with new and existing clients. Models an entrepreneurial mindset and ensures…

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.

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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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