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Transition Specialist: Advisor Onboarding & Support

Job in Burlington, Ontario, Canada
Listing for: Aligned Capital Partners Inc.
Full Time position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A leading investment firm located in Burlington, Ontario is seeking a full-time Transition Specialist to join their Client Experience team. This role involves supporting transitioning advisors, providing training, and ensuring a smooth onboarding process. The ideal candidate will have at least 2 years of client service experience in investment or banking, strong MS Office skills, and the ability to manage multiple tasks in a fast-paced environment.

This position offers a competitive salary and comprehensive benefits.
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