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, in office availability in downtown Toronto

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

📌 Advisor Transition Coordinator Toronto
🏢 Optimize Financial Group
📍 Toronto