Wealth Transitions Architect - Advisor Onboarding Lead

A growing portfolio management platform in Toronto is hiring a Transition Specialist to manage transitions of partner firms, ensuring a smooth integration onto their modern platform. The role includes owning account openings, managing custodial transfers, and improving internal processes. Ideal candidates have 2-5+ years in Canadian wealth management and are proficient in communication and Microsoft Office. The position offers competitive compensation, benefits, and real opportunities for career growth.
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