Aligned Capital Partners is a fast-growing investment dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full time Transition Specialist to join our Client Experience team in Burlington, Ontario .

In this role, the successful candidate will provide support to our transitioning advisors by helping them navigate the onboarding process via training, regular calls, and practice management. They will act as a senior resource to their advisors and as the conduit between advisor and head office. Their focus is to know business practices of their advisors and work with them to successfully transition their business to Aligned Capital Partners, Inc.



A positive understanding of the industry coupled with soft skills to work calmly in a fast-paced environment and manage multiple tasks for multiple advisors.

WHAT YOU WILL DO

- Act as the main point of contact for the advisor and their team during a transition
- Assist and prepare the advisor with pre- and post- registration actions as outlined by the protocol in our transition guide and roadmap
- Ensure coordination between all departments for all transition-related items
- Assess issues and engage executive where needed on urgent or exceptional matters
- Train advisor on all systems required for transitioning assets and managing their book of business thereafter
- Collaborate with Transition Support Associate on tracking

📌 Transition Specialist (Burlington)
🏢 Aligned Capital Partners
📍 Burlington