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Added 19 mins ago
SQ
Director, Corporate Underwriting Analytics and Digital Risk
Sunlife Québec
Quebec, QC
- Full-time
The Director, Corporate Underwriting Analytics and Digital Risk is a high performer in the underwriting risk community who thrives on the challenge of applying innovative problem-solving…
Added 19 mins ago
GW
Senior Law Clerk - Corporate Services
Gowling WLG
Toronto, ON
- $78,000 to $88,000 CAD / year
- Full-time
…revivals, by-laws (including those containing more complex director qualifications and multiple classes of membership), organizational documents, annual documents, minutes of meetings,…
Added 1 hour ago
S
Senior Manager, Integrated Marketing (Masterbrand)
sephora.com
Toronto, ON
- Full-time
Directly reporting to Director, Integrated Marketing, you are responsible for the delivery of critical masterbrand campaigns that support category and brand differentiators and key…
Added 2 hours ago
A
Marketing Manager, Visual Content and Design
AccorHotel
Jasper, AB
- Full-time
Reporting to the Director, Marketing, responsibilities and essential job functions include but are not limited to the following:
Added 2 hours ago
GA
Early Childhood Educator
Gananoque and District Co-Operative Nursery School
Gananoque, ON
- Full-time
…looking for caring, thoughtful educators to join our toddler program. We welcome applications from Registered Early Childhood Educators (RECEs), as well as dedicated professionals with…
Added 3 hours ago
BH
Clinical Excellence Manager
Bayshore HealthCare
ON · Ontario, Canada
- Full-time
The Clinical Excellence Manager, Specialty Nursing Services (SNS), reporting directly to the National Director, Quality, Risk, Patient Safety & Experience and working closely with the…
Added 3 hours ago
LH
2600002781 - Manager Medical Affairs
Lakeridge Health
Oshawa, ON · Greater Oshawa Metropolitan Area
- Internship
Program: Medical Affairs, Education and LHEARN
Added 3 hours ago
GW
Senior Law Clerk - Corporate Services
Gowling WLG
Ottawa, ON
- $78,000 to $88,000 CAD / year
- Full-time
…revivals, by-laws (including those containing more complex director qualifications and multiple classes of membership), organizational documents, annual documents, minutes of meetings,…
Added 3 hours ago
CO
Director, Health, Safety, & Organizational Resilience
City of Saint John
Saint John, NB
- Full-time
The Director of Occupational Health, Safety & Organizational Resilience provides enterprise-wide strategic leadership for the transformation, modernization, and continuous improvement of…
Added 3 hours ago
SF
Minor League Strength & Conditioning Coach (AA – Richmond)
San Francisco Giants
Richmond, BC
- Full-time
Reports To: Director of Strength & Conditioning, Coordinator of Strength & Conditioning, Director of Minor League Medical.
Added 3 hours ago
GR
COMMUNITY AFFAIRS COORDINATOR – LOWER BASIN
Guadalupe-Blanco River Authority
Clear Creek, ON
- Full-time
Employee wellness program with gym reimbursement
Added 3 hours ago
BW
Registered Nurse, FIR (Families in Recovery) - BC Women’s Hospital and Health Centre
BC Women's Hospital and Health Centre
Vancouver, BC
- Part-time
…Patient Care Coordinator, Unit Perinatal Clinical Educator, Program Director and other team members as…
Added 3 hours ago
TO
Director of Planning And Development
Town of Diamond Valley
Calgary, AB
- Full-time
…Alberta’s newest town, formed by amalgamation in 2023 - wants a Director of Planning & Development who can make the rules easy to understand, keep good development moving, and build a team…
Added 3 hours ago
L
Senior Manager - Responsible Procurement
lululemon
Vancouver, BC
- Full-time
Reporting to the Director, Procurement – Strategy & Analytics, the Senior Manager, Responsible Procurement plays a critical role in embedding lululemon’s values across our supplier…
Added 3 hours ago
Clerk 4 - Health Information Correspondence Support
Winnipeg Regional Health Authority
Winnipeg, MB
Successful completion of a CHIMA-recognized Health Information Management program preferred.
Added 4 hours ago
PE
Director, Government and External Affairs, Canada
Pattern Energy
Canada
- Full-time
Added 4 hours ago
SS
Health Care Aide - Temporary Full-time Baltic 1/2 Day & Evening split. Days 0600-1400 Evenings are 1300-2100
Sienna Senior Living
Kamloops, BC
- Full-time
Reporting to an Associate Director of Care, the Health Care Aide is a critical role within our communities as it impacts the lives of residents.
Added 4 hours ago
R|
Research Assistant - Public Engagement
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Department / Research Program: Clinical Practice Assessment Unit
Added 4 hours ago
R|
Animal Resources Division Manager – Montreal General Hospital Site
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Under the general supervision of the Director, Animal Resources Division (ARD), the incumbent is responsible for the management of the research animal facilities at the Montreal General…
Added 4 hours ago
R|
Project Manager, Capture and Optimization of Research Data (CORD) Platform
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…across the full study lifecycle. Reporting to the Associate Director (scientific) and the CORE Manager (administrative), the incumbent will support Principal Investigators with data…
Added 4 hours ago
CV
Practical Experience Officer
CPABC Vancouver Chapter
Vancouver, BC
- Full-time
Reports To: Associate Director, Practical Experience
Added 4 hours ago
Pre-Planning Director
Arbor Memorial Inc
Burlington, ON
…generous merit-based pay structure, and a structured bonus program, in addition to incentive-based contests for top…
Added 4 hours ago
UO
Undergraduate Recruitment Coordinator
University of Waterloo
Waterloo, ON
- Full-time
The Undergraduate Recruitment Coordinator reports to the Faculty of Engineering’s Associate Director, Admissions, and is responsible for developing strategic undergraduate recruitment…
Added 4 hours ago
UO
Academic Advisor, Pharmacy
University of Waterloo
Kitchener, ON · Pharmacy
- Full-time
Communication with academic leadership including the Director of Admissions and Undergraduate Affairs, Undergraduate Program Manager, Associate Deans, or other designated leaders regarding…
Added 4 hours ago
UO
Manager, Financial Operations & Analysis
University of Waterloo
Waterloo, ON
- Full-time
The Manager, Financial Operations & Analysis reports jointly to the Assistant Director, Shared Services and the Financial Officer, Associate Provost, Students. The incumbent is reports to…

Q Wealth Partners

Director, Transitions & Operations

Toronto, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 18, 2026
Posting language: English
Posted: Oct 19, 2026

Original job description

Q Wealth is growing, and we’re looking for an operations leader who wants to shape how that growth happens. In this role, you’ll own the transition of new partners to Q Wealth from end to end. That means planning their move before they join, building the training program that gets their teams up and running, and improving the operational experience across the firm. It’s a role with real scope and a clear path to expand your impact as an operations leader. We also believe meaningful, challenging work shouldn’t come at the expense of the rest of your life, so you’ll have the flexibility and support to do well both professionally and personally.

Transition Planning

Partner with Business Development on the partner recruiting pipeline, engaging before a partner joins Q Wealth to assess transition timing, complexity, and resourcing.
Assess bespoke requirements for each new partner and recommend solutions to the Chief Operating Officer.
Lead transition capacity planning with the Chief Operating Officer and Executive Team against the Business Development pipeline.
Oversee a weekly recap of all active transitions for designated stakeholders. Leverage AI tools to build weekly reporting, key statistics, and visuals that keep partners informed throughout transitions.
Review and elevate client communication materials during transitions, ensuring alignment with compliance standards.
Oversee compliance, engineering, marketing, investment operations, IT support and core portfolio management teams on both ad-hoc and ongoing deliverables throughout the transition process.
Oversee weekly data collection for transitions when applicable, including client consent gathering and coordination with Engineering

Transition Oversight

Direct and develop the Manager, Transitions, who reports to the Director and oversees the Toronto-based Transitions team, including mentoring the Manager in people leadership skills.
Maintain and enhance transition standards, processes, and onboarding guides for Q Wealth.
Be accountable for the execution of each partner transition, including approving transition plans and ensuring transitions are completed within established service levels.
Serve as the senior escalation point for new partner issues during transition and for client service issues during the client onboarding experience.
Shape the structure and growth of the Transitions team, supporting the Manager, Transition’s hiring, training and development activities.
Build strategic relationships with custodians to support efficient, accurate partner and client transitions.

Transition Training Program

In conjunction with the Director, Advisor Support, lead the development of Q Wealth’s transition training program for new partners and their teams, including program structure, learning paths, and the sequence in which they are trained across Q Wealth systems and processes, giving each transitioning partner and their team a single starting point.
Own the partner training delivery strategy, balancing hands-on and self-directed formats, and build a scalable delivery model by delivering sessions directly, engaging internal subject matter experts as appropriate, and cross-training individuals to deliver training sessions.
Establish follow-up and reinforcement training during integration so that training is retained by the time partners reach business as usual.
Partner with the Director, Communications who is responsible for creating training content and Knowledge Base materials
Measure training effectiveness through completion, adoption, and partner feedback, share content gaps with Communications, and use the results to improve the program.
Track training completion and maintain training records for each transitioning partner and their team.
Define the criteria for when a partner has reached business as usual and own the handoff to the Client Services and Core Admin teams.

Senior Operational Leadership

Represent the business voice of Transitions and new partner training on the Q Central product roadmap, including Data Collection, Onboarding, DocuSign, NBIN STP, Transfer Management, etc.
Partner with Engineering on data migration strategy for new partners and set quality expectations for features that affect Transitions.
Participate in key senior operational workstreams, including the weekly Tech/Ops meetings.
Serve as a key resource for Q Wealth's in-person Admin Conferences, currently held twice a year in Calgary and Toronto.
Provide input and subject matter expertise on operational projects as they arise.

Other Duties

The Employee will perform other duties consistent with the position as reasonably assigned by Q Wealth from time to time.

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More about this job

Responsibilities

Lead end-to-end transitions for new partners, including planning, capacity management, cross-functional coordination, compliance-aligned communications, and escalation handling. Develop and scale partner training, oversee the Transitions team, and represent transition and onboarding needs in operational and technology initiatives.

Requirements

The role calls for senior operations leadership, including experience overseeing complex partner transitions, developing teams and training programs, and coordinating across business, technology, compliance, and client service functions. The posting does not specify formal education, years of experience, or required certifications.

Skills

Transition Planning
Operations Leadership
Capacity Planning
Partner Onboarding
Training Program Development
People Leadership
Process Improvement
Compliance Coordination
Stakeholder Management
Client Communication
Data Migration
Escalation Management
Reporting and Analytics
Cross-Functional Collaboration
Change Management

Visa sponsorship

Not detected in the job text

Keywords

Partner Transitions
Transition Planning
Business Development Pipeline
Capacity Planning
Chief Operating Officer
Compliance Standards
Client Onboarding
Client Consent
Data Collection
AI Tools
Weekly Reporting
Training Program
Learning Paths
Knowledge Base
Training Effectiveness
Business as Usual
Client Services
Core Administration
Q Central
Data Migration
DocuSign
NBIN STP
Transfer Management
Engineering
Investment Operations
Portfolio Management
Custodians
Admin Conferences

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