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Advisor Transition Lead - Financial Services

Job in Toronto, Ontario, C6A, Canada
Listing for: Raymond James Ltd.
Full Time position
Listed on 2026-01-05
Job specializations:
  • Finance & Banking
    Regulatory Compliance Specialist, Financial Advisor
Salary/Wage Range or Industry Benchmark: 73000 - 77000 CAD Yearly CAD 73000.00 77000.00 YEAR
Job Description & How to Apply Below
A leading independent investment dealer in Toronto seeks a Transition Planner to oversee the transition of Financial Advisors and Agents. This role requires excellent communication and problem-solving skills, along with a strong knowledge of investment practices. The candidate should have at least 3 years' experience in the financial services sector and a post-secondary diploma or degree. Benefits include flexible work styles and competitive compensation, with a salary range of $73,000-$77,000 plus performance bonuses.
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