Enhance advisor success with a hybrid role as an Onboarding & Training Specialist. Enjoy flexible hours and a supportive setting while delivering exceptional transitions and training. Join a collaborative team focused on supporting Advisors in their onboarding and training journeys.

You will interact with Advisors, create customized transition plans, and coordinate activities to ensure a smooth process. Utilize your expertise to monitor project milestones and foster strong relationships for long-term success. Key Responsibilities:

- Serve as primary contact for Advisors during onboarding
- Develop customized transition plans for each Advisor
- Coordinate onboarding activities and ensure timely execution
- Analyze Advisors' books to identify challenges and solutions
- Design engaging training sessions on operational processes Requirements:
- Minimum 5 years experience in investment industry
- Proficient in Microsoft Excel and Adobe Acrobat
- Strong knowledge of regulatory requirements
- Bilingual in English and French preferred
- Excellent organization and problem-solving skills Leverage your experience to drive Advisor success and operational excellence in a vibrant financial services environment.

📌 Hybrid Onboarding Specialist in Financial Services (Montreal)
🏢 Recrute Action
📍 Montreal