Find work in Canada.

325,265 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added just now
Maintenance Manager/Superintendent
Intertape Polymer Group (IPG)
Truro, NS
Immediate Supervisor: Maintenance & Engineering Manager
Added 15 mins ago
Premier(ère) Associé(e) Technique | Senior Technical Associate
Keurig Dr Pepper
Montreal, QC
Full-time
3 à 5 années d’expérience dans un rôle technique semblable;
Added 15 mins ago
Associé(e) à la Livraison | Delivery Associate
Keurig Dr Pepper
Sherbrooke, QC
Full-time
1 an d’expérience dans un rôle de conduite/livraison semblable;
Added 15 mins ago
Part Time Tailor
Tailored Brands
Medicine Hat, AB
Deliver an exceptional customer experience by listening to customer needs and offering personalized solutions.
Added 15 mins ago
Principal Mechanical Designer
Worley
Oakville, ON
Full-time
…through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we support customers in navigating complexity as they meet today's needs and transition…
Added 15 mins ago
AVEDA Sherway Gardens - Part-Time Key Holder - Etobicoke, ON
Estée Lauder Companies
Toronto, ON
We are looking for a dynamic and inspirational Key Holder to support the Store Manager and Assistant Manager to ensure the smooth efficient running of the Store. You will use your…
Added 15 mins ago
Key Holder - Jo Malone London - Fulltime - Metropolis - Burnaby BC
Estée Lauder Companies
Burnaby, BC
Full-time
We are looking for a dynamic and inspirational Key Holder to support the Store Manager and Assistant Manager to ensure the smooth efficient running of the Store. You will use your…
Added 15 mins ago
store manager - Guelph, ON
Starbucks Coffee Company
Guelph, ON
$62,500 to $82,600 CAD / year
Full-time
3 years retail / customer service management experience
Added 15 mins ago
Forklift Operator/Furniture Warehouse, Full time, 7:30am-4pm
Staples Inc.
Port Coquitlam, BC
Full-time
…Performs work under the direction of warehouse supervisor or…
Added 15 mins ago
Regional Sales Manager, Central
Eaton Corporation
Toronto, ON
Full-time
Eaton’s Electrical division is currently seeking a Regional Sales Manager, Central to join our CPDI (Critical Power Distribution Infrastructure) team. This hybrid position that is based out…
Added 30 mins ago
Security Guard - Part Time
Allied Universal
Hamilton, ON
$20 CAD / hour
Part-time
Experience with report writing and note-taking.
Added 30 mins ago
Millwork Sales Associate Part Time - 7170 Lethbridge
The Home Depot Canada
Lethbridge, AB
Part-time
…in this position know how to greet, engage, and thank every customer in their department and know how to provide basic service in adjacent departments. Sales Associates are focused on…
Added 30 mins ago
Flooring Sales Associate Part Time - 7170 Lethbridge
The Home Depot Canada
Lethbridge, AB
Part-time
…in this position know how to greet, engage, and thank every customer in their department and know how to provide basic service in adjacent departments. Sales Associates are focused on…
Added 30 mins ago
Calgary - Part-time Warehouse General Laborer (Order Builder)
Coca-Cola Canada Bottling Limited
Calgary, AB
Part-time
…application questions are answered and that you’ve spoken to your manager. Don't forget that this is a competition, so make sure your resume is up to date and that you're prepared for…
Added 30 mins ago
store manager - retail
Triple O's Restaurants
Surrey, BC
Full-time
Resolve issues that may arise, including customer requests, complaints and supply shortages
Added 30 mins ago
Lot Associate Full Time - 7170 Lethbridge
The Home Depot Canada
Lethbridge, AB
Full-time
The Lot Associate's primary responsibility is to load orders into customer vehicles and ensuring the parking lot is safe and welcoming for the customer. Customer service and GET behaviours…
Added 30 mins ago
Project Manager
Zebrano Concierge
Toronto, ON
Full-time
Household Concierge (Project Manager equivalent)
Added 30 mins ago
Restaurant manager
Tahini's
AB · Edmonton, AB
Full-time
Added 30 mins ago
Tim Hortons Baker - Kelowna Airport
SSP America
Kelowna, BC
Full-time
Experience in dealing with problems involving customer service.
Added 30 mins ago
Merchandising Execution Associate : Full Time - MARLBOROUGH
The Home Depot Canada
Calgary, AB
Full-time
…organization, and display/signage maintenance designed to enhance the customer experience. MEAs execute merchandising strategies and ensure product is displayed correctly to drive sales and…
Added 30 mins ago
Senior Account Manager
Tiller Digital
Calgary, AB
Full-time
SENIOR ACCOUNT MANAGER | Full-time, permanent
Added 45 mins ago
Business Analyst
McAsphalt Industries Limited
Toronto, ON · Scarborough, ON
Full-time
…support corporate development priorities. Reporting to the Senior Manager, Corporate Development, this role helps turn business questions into structured analysis, meaningful insights, and…
Added 45 mins ago
Security Guard - Full Time
Allied Universal
Halton Hills, ON
$21 CAD / hour
Full-time
Experience with report writing and note-taking.
Added 45 mins ago
Finance Manager
Clarity Recruitment
ON · Peel, ON
$130,000 to $145,000 CAD / year
Full-time
For a commercial finance manager who wants a customer P&L, a team, and a direct line to the sales leaders making the decisions, this is a well-defined seat inside a stable, profitable…
Added 45 mins ago
Senior Manager, Financial Information and Control
Couche-Tard
Laval, QC
Full-time
At Couche-Tard/Circle K, our mission is simple: to make our customer’s lives a little easier everyday. You may have already stopped for coffee, refueling your car, or eating something on…

Closed listing

YouPotential

Transitions Specialist

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

Job type: Full-time
Closing date: Oct 21, 2026
Posting language: English
Posted: Jul 29, 2026

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Similar jobs hiring now

Added 3 hours ago
Solutions Architect, Salesforce Migrations (Data360, Revenue, Tableau, or Marketing Clouds)
Salesforce Partner Canada · Toronto, ON, Canada
Added 5 hours ago
Operations Leader Substance Use Services Addictions Medicine
St. Joseph's Health Centre, Toronto · Toronto, ON, Canada
Added 7 hours ago
Social Media Specialist
Love Ur Curls® · Mississauga, ON, Canada
Added 11 hours ago
Registered Nurse - Stroke and Neuro Rehab
Providence Healthcare · Toronto, ON, Canada

Search current openings

Original job description

Archived listing. The details below describe a past opening.

Apply to Q Wealth Jobs

Job Board / Transitions Specialist

Transitions Specialist

hybrid

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

full-time . July 28, 2026

Description

Quintessence (Q) Wealth is a Partnership by Portfolio Managers, exclusively for Portfolio Managers with well-established practices and an entrepreneurial spirit. We are a state-of-the-art support platform, and advisory practice accelerator – integrating wealth management with financial planning and a cutting-edge digital client experience. All this empowers our Partners to focus on serving their clients at scale with hyper-personalization. We focus on the Portfolio Management space because, of all categories of adviser registration in Canada, only Portfolio Managers are held to a fiduciary standard and require the utmost level of credentials and proficiency. With our advanced digital tools and resources at their side, QW Partners not only stand out, but can stand atop in an increasingly competitive and rapidly changing industry.

About The Opportunity

This is an exciting opportunity to join a dynamic and rapidly growing partnership of Canadian Portfolio Managers on the leading edge of the financial services and financial technology industry.

2-3+ years' experience with Canadian wealth management or brokerage firms required ***

Q Wealth is currently seeking a self-motivated and energetic individual interested in pursuing a career in wealth management.

As a Transition Specialist, you will be responsible for handling tasks related to transitioning partner firms over to Q Wealth. You will provide excellent service to our partner firms by adding value and facilitating the transfer and transition process for them and their clients. You will provide them with proactive, professional advice and collaborate with our custodians to ensure a smooth transition for all parties involved.

Based out of our head office in North York, this position is eligible to work from home up to 3-4 days per week on a permanent basis with the aid of the best technology, cyber security, and cloud-based platforms.

Responsibilities Include

Facilitating bulk account opening with our custodians including opening complex trusts, IPPs and other entities.
Initiating transfers once accounts are opened and diligently following up on rejections.
Demonstrating new technology and processes to partners.
Learn and work with external and internal systems.
Responding to emails from advisors and their staff in a timely manner. Ensuring all their questions are answered/problems are resolved as it relates to the transition.
Leverage different platforms to deliver on client experience and work out the issues during transition.
Proactively take ownership of resolving and preventing problems before they arise.
Coordinating with external service providers such as custodians and systems vendors to support onboarding.
Other responsibilities dictated by the needs of the business in the area of onboarding and transition management.
Pro-active, service-oriented problem solver with the ability to multi-task and perform professionally under pressure.
Prior experience working in an investment counsel, advisory team, portfolio manager and/or fintech environment.
Exceptional presentation skills, using Microsoft Office tools.
Well-developed technical skills in Microsoft Office products such as Excel.
Must possess sound judgement, sensitivity, and discretion; strong communication, interpersonal and facilitation skills, and the ability to establish effective work relationships.
Excellent planning and organizational skills to manage multiple projects and priorities in a timely manner and adapt to changing situations.
Assist partners with operational requirements, from time to time as needed, drawing upon resources within the QW team.
Identify opportunities for partner or Head Office process improvements and implement solutions.
Testing new features extensively on our technology platforms and formulating a roll-out plan.
Documenting procedures to maintain up-to-date training material.

Qualifications

The main qualifications for this role include:

2-3+ years of experience in Wealth Management (at a brokerage or portfolio manager) is required.
Prior experience with account opening and transferring accounts.
Demonstrated ability to handle multiple tasks at once and meet deadlines consistently.
Strong work ethic and ability to thrive in a challenging role.
Excellent interpersonal skills and a high level of integrity.
Strong communication skills, both written and verbal.
Positive Attitude.
Servicing mindset and ability to jump in to help when required.

Preferred

Prior experience with NBIN/PM/CIRO back office operations is an asset.
Knowledge of Excel an asset.
Completion of CSC an asset.

Know someone who would be a perfect fit? Let them know!

Powered By

About employer

More about this job

Responsibilities

Coordinate partner firm transitions to Q Wealth, including bulk account openings, account transfers, rejection follow-up, and onboarding support with custodians and vendors. Resolve partner and client issues, demonstrate systems and processes, test platform features, document procedures, and identify process improvements.

Requirements

Requires 2–3+ years of experience in wealth management at a brokerage or portfolio manager, including account opening and transfers. Candidates should demonstrate strong communication, organization, multitasking, service, and problem-solving skills; experience with NBIN/PM/CIRO operations, Excel knowledge, and completion of the CSC are assets.

Skills

Wealth Management
Account Opening
Account Transfers
Client Service
Problem Solving
Multitasking
Microsoft Excel
Microsoft Office
Communication
Interpersonal Skills
Presentation Skills
Planning
Organization
Process Improvement
Training Documentation
Partner Onboarding

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Portfolio Management
Brokerage
Account Opening
Account Transfers
Bulk Account Opening
Trust Accounts
IPPs
Custodians
Onboarding
Transition Management
Partner Firms
Client Experience
Microsoft Office
Microsoft Excel
NBIN
PM
CIRO
CSC
Fintech
Cloud-Based Platforms
Cybersecurity
Process Improvement
Platform Testing
Training Materials
Operational Support

Report this job