Enhance advisor onboarding as a Transitions Specialist with Canada Life on a 12-month contract. This full time role involves building relationships and managing advisor transitions effectively.
Canada Life is seeking a Transitions Specialist for its IPC Pinnacle Transitions team to ensure a smooth onboarding experience for Advisors and their teams. You will be instrumental in coordinating all aspects of advisor transitions while delivering ongoing support tailored to individual needs. Your expertise will drive satisfaction and retention through effective communication and a client-focused approach.
Key Responsibilities:
• Coordinate onboarding processes for Advisors and their teams
• Build trust by maintaining ongoing relationships with Advisors




• Serve as the main point of contact for escalated issues
• Keep Advisors informed about transition progress
• Collaborate with internal teams to resolve Advisor concerns
Requirements:
• Post-secondary diploma or degree in a related field
• Minimum 3 years of experience with financial platforms
• Client service experience in operational support
• Proficient in Microsoft Office suite
• Robust communication and organizational skills
Bring your expertise in financial services and solid client relations to elevate the Advisor onboarding experience at Canada Life.
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📌 Transitions Specialist At Canada Life Mississauga
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Mississauga