Transition Services Supervisor Role (Toronto)

Transition Services Supervisor Role (Toronto)

29 Sep
|
Raymond James
|
Toronto

29 Sep

Raymond James

Toronto

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 new 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 TeamLead educational initiatives for Financial AdvisorsMonitor branch transition metrics and communicate updatesCustomize transition plans for individual AdvisorsConduct semi-annual performance evaluations for team membersRequirements:Minimum 5 years in the investment industryDegree or equivalent experience requiredStrong skills in MS Office and financial softwareSupervisory experience preferredExcellent problem-solving and time management skillsEmpower Financial Advisors through effective onboarding at Raymond James, ensuring their successful transition into the firm.

📌 Transition Services Supervisor Role (Toronto)
🏢 Raymond James
📍 Toronto

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