Onboarding & Training Specialist (Financial Advisors)

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 Advisors 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 organizations 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 organizations 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 drivers 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.

Employment Type : Full Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 75 - 80