Join Raymond James as a Transition Services Supervisor, where you'll lead the onboarding efforts for Financial Advisors. Ensure their success through effective team management and support.

Raymond James

Ltd. seeks an experienced Transition Services Supervisor to enhance the onboarding experience for current Financial Advisors. This role requires leading the Transition Team, educating them on operational policies, and ensuring seamless transitions. You will coordinate efforts among various departments and provide in office support, enhancing the transition process. Key Responsibilities:
Supervise daily operations of the Transition Team
Lead educational initiatives for Financial Advisors




Monitor branch transition metrics and communicate updates
Customize transition plans for individual Advisors
Conduct semi-annual performance evaluations for team members Requirements:
Minimum 5 years in the investment industry
Degree or equivalent experience required
Robust skills in MS Office and financial software
Supervisory experience preferred
Excellent problem-solving and time management skills Empower Financial Advisors through effective onboarding at Raymond James, ensuring their successful transition into the firm.

📌 Transition Services Supervisor Role Toronto
🏢 Raymond James
📍 Toronto