*Onboarding & Training Specialist (Financial Advisors)

Job Description
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.
• Identify opportunities to enhance onboarding processes and contribute to continuous improvement initiatives.
• Maintain accurate documentation related to transition activities, training materials, and Advisor feedback.

What you will need to succeed:

• 5 years of experience in the investment industry, within a securities or mutual fund brokerage environment.
• Valid driver's licence and willingness to travel across Canada as required.
• Advanced proficiency with Microsoft Excel, Adobe Acrobat and the ability to quickly learn new technology platforms and internal systems.
• Strong knowledge of regulatory requirements, advisor onboarding, project coordination and client service best practices.
• Proven ability to manage multiple priorities while delivering an exceptional client experience.
• Excellent organizational and problem-solving skills.
• Bilingual in English and French to support Advisor onboarding, training, and collaboration with internal teams across Canada.

Why Recruit Action?

Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.