Aligned Capital Partners is a fast-growing investment dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full time Transition Specialist to join our Client Experience team in Burlington, Ontario .

In this role, the successful candidate will provide support to our transitioning advisors by helping them navigate the onboarding process via training, regular calls, and practice management. They will act as a senior resource to their advisors and as the conduit between advisor and head office. Their focus is to know business practices of their advisors and work with them to successfully transition their business to Aligned Capital Partners, Inc. A good understanding of the industry coupled with soft skills to work calmly in a fast-paced environment and manage multiple tasks for multiple advisors.

WHAT YOU WILL DO

Act as the main point of contact for the advisor and their team during a transition

Assist and prepare the advisor with pre- and post- registration actions as outlined by the protocol in our transition guide and roadmap

Ensure coordination between all departments for all transition-related items

Assess issues and engage executive where needed on urgent or exceptional matters

Train advisor on all systems required for transitioning assets and managing their book of business thereafter

Collaborate with Transition Support Associate on tracking account opening and asset movement to ensure assets arrive in a timely manner

YOU WILL BRING

University degree or College diploma is preferred





At least 2 years of work experience providing client service in the investment, banking, or related industries

Strong MS Office skills (Outlook, Word and Excel)

A demonstrated team-oriented approach to solving problems

Experience with industry-related client service

Completion of CSC and CPH is an asset, and if you do not have them completed, it is expected that these courses are completed within a year

WHAT WE BRING
We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you:

Competitive compensation

Recognition of your accomplishments

Communication and feedback

Investment in your training and development

Commitment to your health and well-being.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $42,500 - $71,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation to fully participate in our recruitment process, please call (905) 639-5115.

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📌 Transition Specialist (Ontario)
🏢 Aligned Capital Partners
📍 Ontario