Jobs in Canada

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Added 1 day 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 6 days ago
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Health, Safety And Environment Advisor
Actalent
Ajax, ON
- $43 to $55 CAD / hour
- Full-time
Professional designations such as NCSO, Gold Seal Certified Construction Safety Coordinator (GSC-CSC), or Canadian Registered Safety Technician (CRST).
Added 7 days ago
NB
Business Development Representative
National Bank of Canada
Toronto, ON
- Full-time
You will be based in Toronto and working in partnership with the Regional Sales Manager and a Sales Coordinator. Some travel may be required during certain instances (National Sales…
Added 13 days ago
SL
Wealth Sales Representative
Sun Life
Calgary, AB
- Full-time
Partner with the Wealth Sales Directors (field wholesalers) and a Wealth Sales Coordinator (administrative coordinators) to generate sales through the IIROC, MFDA, and MGA investment…
Added 14 days ago
Client Service Coordinator
Bayshore
Burnaby, BC
The primary function of this position is the Client Service Coordinator role, with additional responsibility for local IT support for branch operations. The incumbent will perform core CSC…
Added 14 days ago
AY
Client Services Coordinator (CAN)
Avison Young Canada
AB · Edmonton, AB
- Full-time
…estate administrative support in a fast-paced environment. As a Client Services Coordinator (“CSC”), you will provide sales, marketing, and research support along with general office…
Added 18 days ago
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Part-Time Client Service Coordinator (CSC)
Bayshore
Sarnia, ON
- Part-time
Are you passionate about making a difference in patient care? Join our dynamic team as a Client Service Coordinator and be the vital link between patients, families, and healthcare…
Added 18 days ago
NN
Nurse Client Care Coordinator
Nurse Next Door Home Care Services
Richmond Hill, ON
- Full-time
Hands off accurate and timely client & caregiver files to the Care Services (CSC) team to support scheduling excellence and urgent inquiries
Added 18 days ago
NN
Nurse Client Care Coordinator
Nurse Next Door
Richmond Hill, ON
- Full-time
Hands off accurate and timely client & caregiver files to the Care Services (CSC) team to support scheduling excellence and urgent inquiries
Added 19 days ago
NB
Inside Sales Associate
National Bank of Canada
Toronto, ON
- Full-time
…Wholesalers), the Business Development Associate and a Sales Coordinator. Some travel may be required during certain instances (National Sales Meetings, client events etc.). You will be…
Added 19 days ago
AY
Client Services Coordinator
Avison Young Canada
Vancouver, BC
- Full-time
…estate administrative support in a fast-paced environment. As a Client Services Coordinator (“CSC”), you will provide sales, marketing, and research support along with general office…
Added 19 days ago
AY
Client Services Coordinator
Avison Young | Canada
Vancouver, BC
- Full-time
…estate administrative support in a fast-paced environment. As a Client Services Coordinator (“CSC”), you will provide sales, marketing, and research support along with general office…
Added 20 days ago
SI
Daily Living Assistant
Shannex Incorporated
Halifax, NS
- Temporary
Current CPR & Emergency First Aid Certification is required
Added 20 days ago
SL
Wealth Sales Representative
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
Partner with the Wealth Sales Director (external wholesaler) and a Wealth Sales Coordinator (administrative coordinator) to generate sales within your assigned territory
Added 20 days ago
UO
International Visiting Programs Coordinator
University of Alberta
Edmonton, AB
- Full-time
Operating within a cost-recovery framework, the International Visiting Programs Coordinator is responsible for developing programs, creating growth strategies, analyzing performance data,…
Added 20 days ago
M
Manager, Client Relations and Support
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
5-7 years of experience in retirement, financial services, client service, relationship management, or a related field.
Added 21 days ago
HT
Complex Support Coordinator
Hands TheFamilyHelpNetwork.ca
Bracebridge, ON · Mattawa, ON · North Bay, ON · Parry Sound, ON · Sundridge, ON · Timmins, ON · ON · Sturgeon Falls, ON
- Full-time
The Complex Support Coordinator (CSC) will provide coordination of the intensive supports needed for adults with developmental disabilities who have complex multisystem needs. These adults…
Added 21 days ago
IW
Compliance Coordinator
IG Wealth Management
Quebec, QC
- Full-time
…December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 22 days ago
IW
Compliance Coordinator
IG Wealth Management
MB · Manitoba, Canada
- Full-time
…December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 24 days ago
NB
Inside Sales Associate
National Bank of Canada
Montreal, QC
- Full-time
This role requires a minimum in-office presence of three days per week
Added 25 days ago
CF
Sales Coordinator
CI Financial
ON
- Full-time
This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs
Added 25 days ago
PA
Client Services Coordinator
Parkinson Association of Alberta
AB · Edmonton, AB
- Full-time
As a Client Services Coordinator (CSC), you will serve as a trusted advocate and vital resource, empowering individuals and families navigating Parkinson disease and Atypical Parkinsonism…
Added 28 days ago
SL
Wealth Sales Representative
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
Partner with the Wealth Sales Director (external wholesaler) and a Wealth Sales Coordinator (administrative coordinator) to generate sales within your assigned territory
Added 1 month ago
SI
Daily Living Assistant
Shannex Incorporated
Halifax, NS
- Temporary
Current CPR & Emergency First Aid Certification is required
Added 1 month ago
CD
Thérapeute en santé mentale (clientèle adulte)
Centre de santé communautaire Hamilton/Niagara
Welland, ON
- Contract
…psycho-sociales, évaluera les besoins afin de mettre en place avec le/la client(e) un plan d’intervention basé sur des approches cliniques et offrira des interventions individuelles et de…

Optimize Financial Group

Advisor Transition Coordinator

Toronto, ON, Canada

Full-time

Apply on LinkedIn About employer

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Job details

Job type: Full-time
Apply by: Dec 9, 2026
Posting language: English
Posted: Nov 9, 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 each stage of their transition to Optimize and serve as their primary contact. Manage timelines and documentation, coordinate account setups and service changes across internal teams, follow up on outstanding items, and keep stakeholders informed.

Requirements

Requires at least three 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 on-site in downtown Toronto; progress toward or completion of the CSC or CIM is an asset.

Skills

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

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Wealth Management
Banking
Advisor Transition
Advisor Onboarding
Transition Timelines
Transition Milestones
Transition Documentation
Account Opening Paperwork
Investment Accounts
Registered Accounts
Transfer Processes
Account Setup
Service Changes
Financial Planning
Tax Preparation
Estate Planning
Debt Management
Portfolio Management
Insurance
Operations
Advisor Support
Client Service
CSC
CIM

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Jobs in Canada