Apply on Kit Job: kitjob.ca/job/2gcset

Advisor Onboarding Specialist | Toronto (Hybrid)

Build the advisor experience from day one.

We’re redefining how financial advisors build and scale their practices in Canada. Our platform removes friction, modernizes workflows, and allows advisors to focus on what matters most: their clients.

As we grow, every advisor joining our platform needs a seamless, high-touch onboarding experience. That’s where you come in.

This is a high-visibility role at the intersection of technology, client experience, and operations. You’ll own the onboarding journey end-to-end—turning new advisors into confident, fully operational users of our platform.

What You’ll Do

• Own the full onboarding lifecycle: from signed agreement to full platform adoption

• Deliver hands-on training across our tech stack—making complex tools simple and usable

• Act as the primary point of contact, building trust with advisors from day one

• Coordinate with compliance, operations, and tech teams to ensure seamless onboarding

• Track progress, flag risks early, and report on key metrics (time-to-activation, satisfaction)

• Build scalable onboarding playbooks, guides, and training materials

• Continuously improve the onboarding experience by identifying and removing friction

• Support rollout and adoption of new platform features

What You Bring

• 2–5 years in onboarding, client success, implementation, or training





• Experience in Canadian financial services strongly preferred

• Strong technical aptitude—you learn platforms quickly and teach them effectively

• Excellent communication skills—you simplify complexity and build trust fast

• Strong organization and project management—you don’t let details slip

• High ownership mindset—you anticipate problems and solve them proactively

Nice to Have

• Experience working with financial advisors, wealth firms, or dealer networks

• Familiarity with CRM systems, portfolio management tools, or fintech platforms

• Bilingual (English/French)will be an asset

Why This Role

• High-impact role shaping the advisor experience from day one

• Fast-growing, tech-driven environment

• Real ownership and visibility across the business

• Prospect to build scalable systems and processes

If you’re someone who thrives on creating exceptional experiences, solving problems, and working directly with clients, this is your opportunity to build something meaningful.

Interested? Let’s connect.

Candidates must be eligible to work in Canada

I would like to thank all the candidates in advance. Please do stay connected on Linked In for future opportunities. Shortlisted candidates will be contacted .

This position reflects a current vacancy with one of our clients. Our Recruiters combine their expertise and AI-enabled technology in the recruitment process.

Apply on Kit Job: kitjob.ca/job/2gcset

📌 Wealth Advisor Onboarding specialist (Toronto)
🏢 Professional Staffing
📍 Toronto