Join Raymond James as an Assistant Manager for the Transition Team, focusing on onboarding Financial Advisors and leading team operations. This pivotal role blends mentorship with operational strategy to enhance service delivery. As an Assistant Manager, you will oversee Transition Planners and Administrators, ensuring effective onboarding for Financial Advisors.

Your expertise will be critical for mentoring staff and driving team engagement while maintaining adherence to compliance policies. This position is ideal for a leader with a solid background in investment brokerage and a passion for team development. Key Responsibilities:

- Support daily guidance of Transition Planners and Administrators
- Mentor, coach, and oversee team performance




- Assist in onboarding of Financial Advisors and Agents
- Monitor progress and provide updates to stakeholders
- Customize transition plans based on advisor needs Requirements:
- 5+ years in Financial Services or Investment Brokerage
- Completion of the Canadian Securities Course (CSC)
- Strong proficiency in Microsoft Office tools
- Excellent communication and problem-solving skills
- Leadership experience within financial services Leverage your leadership skills to advance the transition process for Financial Advisors at Raymond James.

📌 Assistant Manager, Transition Team at Raymond James (Canada)
🏢 Socket.dev
📍 Canada