Business Transition Associate

Build the future with us

Are you driven by helping advisors successfully navigate key business changes and contributing to a purpose‑driven organization focused on supporting clients’ financial well‑being?

As a Transitions Specialist, you will play a key role in ensuring a smooth and efficient experience for Advisors during onboarding, transitions, and business transformations.

This position is a great opportunity to showcase your strong organizational and relationship‑building skills while further developing your expertise within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What you’ll accomplish with us

As a Transitions Specialist, you'll be at the core of our mission. Here are the main responsibilities:

• Follow established Transition Team workflows for: New Advisor Onboarding, Sales of Book, Platform Migrations, Advisor retirements or departures, and new 30/90‑day licensing.
• Act as the administrator for the advisor group benefits plan, ensuring timely onboarding, changes, and offboarding, while liaising with our benefits partner and internal Remuneration team.
• Monitor, provide coverage, and troubleshoot incoming calls and inquiries from the Transitions inbox and telephone line.
• Collaborate with the Director, Business Transitions & Support to deliver preliminary and ongoing operational training to Advisors.
• Visit branch locations to provide support on IAPW paperwork and systems.
• Maintain in‑depth knowledge of internal departmental functions, processes, and workflows.
• Work closely with Branch Managers and Regional Vice‑Presidents to understand the unique needs of each Advisor.
• Provide timely updates on transition progress to Senior Management.
• Ensure Transition Team SLAs and communication standards are consistently met.
• Contribute to a collaborative team environment by sharing knowledge, generating ideas, and upholding a high level of customer service.

What could accelerate your success in this role

We're looking for someone who:

• Has a minimum of 2 years of experience in the financial services industry, ideally in a client‑ or advisor‑service capacity
• Is known for their exceptional customer service and communication skills.
• Stands out for their strong organizational abilities and attention to detail.
• Demonstrates the ability to manage multiple tasks, aggressive deadlines, and shifting priorities.
• Is recognized for excellent interpersonal skills and solid collaboration with internal and external partners.
• Possesses strong analytical and reporting skills.
• Has strong proficiency in Microsoft Excel and Word.
• Is eager to learn about the Financial & Investment Services industry.
• Brings a positive, “no challenge too big” attitude.
• Bilingualism (English/French) is an asset for this role.
• Experience with NBIN systems, group benefits administration, or enrollment/completion of the CSC or CPH is considered an asset.