Lead onboarding efforts at Raymond James as a Transition Team Supervisor. Oversee the integration of Financial Advisors and ensure effective transitions with a focus on efficiency and collaboration.

The Transition Team Supervisor is critical to implementing seamless onboarding processes for current Financial Advisors. Reporting directly to the Manager of Transition Services, you will supervise daily operations, manage transition projects, and educate team members on essential policies. This role requires travel on short notice and effective communication to troubleshoot transition issues.

Key Responsibilities:
• Directly supervise Transition Planners and Administrators
• Educate team on compliance and operations policies
• Monitor progress of ongoing transitions




• Lead large-scale projects impacting the department
• Provide onsite support and training for new Financial Advisors

Requirements:
• 5 years in Investment Brokerage or Financial Services
• Completion of Canadian Securities Course
• Proficiency in MS Office and communication skills
• Supervisory experience preferred
• Valid driver’s license and ability to travel frequently

Ensure smooth transitions and effective team management while working within the dynamic environment at Raymond James.
#J-18808-Ljbffr

📌 Transition Team Supervisor at Raymond James (Ontario)
🏢 Raymond James Financial
📍 Ontario