Coordinate advisor transitions in Toronto using financial services expertise, meticulous organization, and confident communication from Optimize Wealth Management’s Head Office.

As Advisor Transition Coordinator, you will own onboarding journeys for experienced financial advisors moving their practices to Optimize. Your work will connect transition timelines, documentation, account openings, and internal teams. The position suits candidates with wealth management, banking, or advisor support experience.

Key Responsibilities:

- Guide incoming advisors through each transition step
- Track milestones, timelines, outstanding items, and escalations
- Process accurate transition and account opening documentation
- Coordinate Tax, Estate, Planning, Operations, and Insurance teams




- Provide status updates and follow up on missing items

Requirements:

- Three or more years in financial services, wealth management, or banking
- Familiarity with investment and registered account types
- Understanding of transfer processes and wealth management concepts
- Exceptional organization, detail, and communication skills
- Full-time, on-site availability in downtown Toronto

Bring financial services knowledge, transition coordination, and accurate communication to support advisors and clients at Optimize Wealth Management.

📌 Advisor Transition Coordinator Toronto
🏢 Optimize Financial Group
📍 Toronto