Join Wellington-Altus Financial as a Transition Associate in Toronto or Saskatoon, focusing on onboarding new Advisor Teams with exceptional client service skills. This role is vital for enhancing our business growth and improving processes.

In this role, you will report to the Manager of Transition and assist in managing tasks related to Advisor Onboarding. Your attention to detail will be crucial in preparing and tracking account documentation, ensuring quality control, and communicating with various departments. Collaborate effectively to support newly transitioned teams and facilitate smooth onboarding processes.

Key Responsibilities:
• Prepare and complete account documentation quality control
• Manage workflow initiation, tracking, and follow-up




• Communicate with departments to rectify documentation issues
• Complete ongoing reporting for transitions
• Process transfers and monitor for issues

Requirements:
• Post-secondary education in related fields preferred
• 1+ years in client-facing roles, or as a Junior Transition Associate
• Experience in wealth management or regulated industry a strong asset
• Proficiency in MS Office applications
• Solid organizational and communication skills

Leverage your skills in client service and organization to enhance the onboarding experience at Wellington-Altus.
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📌 Transition Associate at Wellington-Altus (Saskatchewan)
🏢 Wellington-Altus Private Wealth
📍 Saskatchewan