Transfer Specialist (Vaughan)

Woodbridge, ON; Vancouver, BC; Calgary, AB; Winnipeg, MB; Montreal, QC

Transfer Specialist (Hybrid)

About The Role

In this role, you will be responsible for managing advisor block transfers and ensuring client policies reflect accurate and timely updates of servicing and commissionable broker changes. You will serve as a key liaison between brokers and insurance carriers, maintaining strong relationships to facilitate smooth transfer workflows.

This includes preparing and submitting transfer documentation, maintaining broker and block transfer records in WealthServ, and resolving discrepancies through thorough investigation. You will also contribute to ongoing projects that support the broader Contracting and Transfer team.

What You’ll Do

• Process advisor Buy/Sell agreements on block transfers and Reassignments to ensure full servicing and commission changes reflecting the advisor and MGA changes.
• Establish and maintain s...