Transition Specialist: Advisor Onboarding & Support (Burlington)

03 Oct

Aligned Capital Partners

Burlington

03 Oct

Aligned Capital Partners

Burlington

A leading investment firm located in Burlington, Ontario is seeking a full-time Transition Specialist to join their Client Experience team. This role involves supporting transitioning advisors, providing training, and ensuring a smooth onboarding process. The ideal candidate will have at least 2 years of client service experience in investment or banking, strong MS Office skills, and the ability to manage multiple tasks in a fast-paced workplace. This position offers a competitive salary and comprehensive benefits.
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📌 Transition Specialist: Advisor Onboarding & Support (Burlington)
🏢 Aligned Capital Partners
📍 Burlington

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