About this role
Onboarding & Training Specialist (Financial Advisors)
Enjoy a hybrid work model, flexible hours, 3 weeks of vacation, comprehensive benefits, employer RRSP contributions, free gym access, career development opportunities, and modern technology tools while supporting advisor onboarding, training, and transition projects in a collaborative financial services environment.
What is in it for you:
? Annual salary between 75K-80K, depending on experience.
? Permanent full-time position, 37.5 hours per week.
? Hybrid work model: 3 days in the office and 2 days working remotely each week.
? Flexible schedule: start between 7:30 am and 9:00 am and finish between 4:00 pm and 5:30 pm.
? Modern offices with panoramic views, easily accessible by public transit.
? 3 weeks of vacation, 5 sick days, and 1 personal day per year.
? Comprehensive group benefits after 3 months of service, including medical and dental coverage, a health spending account, an Employee Assistance Program, and virtual healthcare.
? Group RRSP with employer contributions after 3 months of service.
? Free access to a fitness facility.
? 20% discount on the OPUS transit pass (equivalent to approximately 2 free months per year).
? Ongoing learning and career development opportunities.
? Access to advanced technology tools, including ChatGPT Enterprise.
? Monthly social activities and team events.
? Complimentary beverages and snacks available daily at the office.
Responsibilities:
Deliver an exceptional onboarding experience
? Serve as the primary point of contact for Advisors throughout the onboarding process, ensuring a seamless and well-coordinated transition.
? Develop customized transition plans tailored to each Advisor's business model, objectives, and operational needs.
? Coordinate onboarding activities across internal teams to ensure timely execution and a consistent Advisor experience.
? Analyze Advisors' books of business to identify potential challenges and proactively implement appropriate solutions.
? Assess existing workflows and develop transition roadmaps aligned with the organization's systems, processes, and regulatory requirements.
? Maintain proactive communication with Advisors, providing regular updates, setting expectations, and guiding them through each stage of the transition.
? Monitor project milestones and ensure transitions remain on track from start to finish.
? Build trusted relationships that foster confidence and create a positive onboarding experience.
Equip Advisors for long-term success
? Design and deliver engaging training sessions on the organization's systems, platforms, and operational processes.
? Develop training materials and learning resources to support both new and existing Advisors.
? Assess Advisors' progress throughout their onboarding journey and provide additional coaching and support as needed.
? Provide on-site assistance during key phases of the transition to ensure a successful implementation.
Drive operational excellence
? Support Advisors in transitioning their client accounts with minimal disruption to their business.
? Collaborate closely with Compliance, Operations, IT, and other internal partners to ensure an efficient and compliant onboarding process.