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Advisor Transition & Onboarding Specialist

Job in Vancouver, BC, Canada
Listing for: Raymond James Ltd.
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A leading investment firm seeks a Transition Planner in Vancouver to provide oversight and planning support as a liaison for new Financial Advisors. The candidate will customize transition needs, support advisors' education on policies, and manage ongoing communications. The position requires strong collaboration, problem-solving skills, and experience in financial services. Competitive compensation and a flexible work environment are offered.
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