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Added 1 day ago
O
Director, Corporate Communications
OpenText
Toronto, ON
- Full-time
The role is based in Toronto or Waterloo, Ontario and is integral to OpenText's global communications leadership team.
Added 1 day ago
O
Director, Corporate Communications
OpenText
Waterloo, ON
- Full-time
The role is based in Toronto or Waterloo, Ontario and is integral to OpenText's global communications leadership team.
Added 1 day ago
O
Director, Corporate Communications
OpenText
Mississauga, ON
- Full-time
The role is based in Toronto or Waterloo, Ontario and is integral to OpenText's global communications leadership team.
Added 1 day ago
TC
Economic Development Officer (Temporary, up to 12 months)
The City of Guelph
Guelph, ON
- Other
Deliver service excellence and act as the City's champion/advisor for business Investment/expansion clients and address queries regarding ICI real estate, municipal fees, development…
Added 1 day ago
LF
Coordinator, Sales
Lysander Funds Limited
Toronto, ON
- Full-time
Manage and support sales territories through inbound and outbound advisor communications.
Added 1 day ago
VC
Indigenous Relations Liaison
Valard Construction
Remote, Canada
- $85,000 to $110,000 CAD / year
- Remote
Our Indigenous Relations team is currently looking to add an Indigenous Relations Liaison to support the Northeast Powerline and Northshore Link projects in Northern Ontario.
Added 1 day ago
YR
Future Opportunities-Secondary Teacher (LTO & Possible Contract) Technological Education 2026/2027
York Region District School Board
Aurora, ON
- Contract
Candidates must be members in good standing or in the process of becoming Ontario College of Teachers (OCT) qualified with the Ontario College of Teachers (OCT) prior to the start date, and…
Added 1 day ago
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Audit Manager II, Non-Financial Risk (1226)
TD
Toronto, ON
- Full-time
Oversee/lead the ongoing audit communications and/or the reporting process with the stakeholders, senior management and external auditors for specific and/or overall Audit area
Added 1 day ago
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Assistant Marketing Manager
Manulife
Toronto, ON
- Full-time
As a key contributor across strategic priorities, including advisor thought leadership, practice management programs, digital content management, advisor nurture campaigns, and investment…
Added 1 day ago
Sector Account Advisor (Contract)
Independent Electricity System Operator
Canada
The IESO is committed to ensuring Ontario’s electricity system meets the province’s needs today and into the future. We are charged with purpose, delivering reliable, affordable, and…
Added 1 day ago
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Audit Manager II, Models Audit
TD
Toronto, ON
- Full-time
Oversee/lead the ongoing audit communications and/or the reporting process with the stakeholders, senior management and external auditors for specific and/or overall Audit area
Added 1 day ago
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Head of Human Resources
Real Fruit Bubble Tea
Markham, ON
- Full-time
Serve as the company's senior advisor on Canadian employment legislation and HR compliance.
Added 2 days ago
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Marketing Manager (Commercial Business Banking)
TD
Toronto, ON
- Full-time
…accelerate growth and deepen client relationships. As a strategic advisor, the Marketing Manager will align cross-functional partners and shape Business Banking thought leadership to…
Added 2 days ago
HI
Senior Analyst, Investment Analytics and AI Automation
Hillsdale Investment Management Inc.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…Through a solutions-oriented approach, the Team customizes communications to the unique needs of clients and prospects, while partnering closely with the Portfolio Management, Investment…
Added 2 days ago
EI
Senior Terrestrial Biologist / Ecologist
Egis in Canada
Mississauga, ON
- $120,000 to $135,000 CAD / year
- Full-time
…birds, bats, mammals, other wildlife, Protected Species in Ontario, trees and other vegetation. In addition, the successful candidate will support and be involved in data summary, data…
Added 2 days ago
RI
Growth Marketing Manager
Realtax Inc.
Newmarket, ON
- Full-time
For 30 years, Realtax has been a trusted partner to Ontario municipalities, helping communities navigate the complexities of property tax arrears with confidence, accuracy, and efficiency.…
Added 2 days ago
RD
Associate
RBC Dominion Securities
Windsor, ON
- Full-time
The RBC Dominion Securities branch located in Windsor, Ontario is seeking an Associate to provide administrative support to a dynamic Advisory Team.
Added 2 days ago
CU
Assistant Manager, Faculty Affairs and Communication
Carleton University
Ottawa, ON
- Other
…the Rideau Canal, a UNESCO World Heritage site, in Ottawa, Ontario. The university is just minutes from the heart of our nation's government and G-7 organizations and this capital advantage…
Added 2 days ago
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Marketing Manager, Specialist
Vanguard
Toronto, ON
- Full-time
…programs while partnering across marketing, sales, digital, communications, and other key business functions to deliver measurable…
Added 2 days ago
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Accident Benefit Claims Advisor
Desjardins
Mississauga, ON · Burlington, ON · Aurora, ON
- Full-time
…to move your career forward. As an Accident Benefits Claims Advisor for Ontario, you focus on proactive, positive communications with clients to promote and facilitate their recovery for…
Added 2 days ago
EG
Senior Terrestrial Biologist / Ecologist
Egis Group
Mississauga, ON
- $120,000 to $135,000 CAD / year
- Full-time
…birds, bats, mammals, other wildlife, Protected Species in Ontario, trees and other vegetation. In addition, the successful candidate will support and be involved in data summary, data…
Added 2 days ago
US
Assistant, Registrar Office
Universite Saint-Paul
Ottawa, ON
- Full-time
…has more than 1,000 students; it offers programs in social communications, counselling and psychotherapy, canon law, public ethics, conflict studies, social innovation, leadership, ecology…
Added 2 days ago
YR
Secondary Long Term Occasional (LTO) 100% - Grade 9 and 10 Communications Technology, (TGJ2O) Grade 10 Design Technology (TDJ2O)
York Region District School Board
Aurora, ON
- Full-time
Candidates must be members in good standing or in the process of becoming Ontario College of Teachers (OCT) qualified with the Ontario College of Teachers (OCT) prior to the start date, and…
Added 2 days ago
Employee Relations Advisor
Durham College
Oshawa, ON
…updating job evaluation tracking data, organizing notes and communications related to reclassifications, updating the job matrix and creating clean and updated job descriptions following…
Added 2 days ago
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Advisor, Commercial Sponsorships
Desjardins
Toronto, ON · Aurora, ON
- Full-time
Are you passionate about bringing sponsorships to life in support of business goals? The Commercial Sponsorships Advisor supports the development of the sponsorship portfolio in support of…

YouPotential

Director, Transitions & Operations

Toronto, ON, Canada
Greater Toronto Area, Canada, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 19, 2026
Posting language: English
Posted: Oct 20, 2026

Original job description

Apply to Q Wealth Jobs

Job Board / Director, Transitions & Operations

Director, Transitions & Operations

hybrid

5160 Yonge Street, Toronto, Ontario, Canada, M2N 6L9

full-time . October 19, 2026

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 and resource coordination, compliance-aligned client communications, and escalation management. Develop and scale partner training, lead the Transitions team, and represent operational needs in product, data migration, and firm-wide initiatives.

Requirements

The posting does not specify formal education, years of experience, or certifications. It calls for senior operational leadership, experience coordinating complex transitions and cross-functional teams, and the ability to develop people, processes, and scalable training programs.

Skills

Transition Planning
Operations Leadership
Capacity Planning
Team Leadership
Training Program Development
Training Delivery
Process Improvement
Stakeholder Management
Compliance
Client Onboarding
Data Migration
Project Management
Operational Reporting
Vendor Relationship Management
Change Management
Cross-Functional Collaboration

Visa sponsorship

Not detected in the job text

Keywords

Q Wealth
Partner Transitions
Transition Planning
Capacity Planning
Business Development
Chief Operating Officer
Executive Team
Client Onboarding
Client Consent
Compliance
Engineering
Marketing
Investment Operations
Portfolio Management
Data Collection
Artificial Intelligence
Operational Reporting
Training Program
Learning Paths
Knowledge Base
Training Records
Business As Usual
Q Central
Data Migration
DocuSign
NBIN STP
Transfer Management
Custodians
Tech/Ops
Admin Conferences

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