17 Oct
|
Aligned Capital Partners
|
Burlington
17 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 environment.
This position offers a market-competitive salary and comprehensive benefits.
📌 Transition Specialist: Advisor Onboarding & Support (Burlington)
🏢 Aligned Capital Partners
📍 Burlington