Advisor Transition Manager

Sun Life

Base: 80,000 - 128,000; bonus/equity: not specifie...
Hybrid (2 days/week minimum in-office)
Advisor onboarding process
Account transfer expertise
Platform training delivery
Sun Life is seeking an Advisor Transition Manager to lead the onboarding process for new investment advisors, focusing on operational excellence and strategic planning. The role emphasizes process optimization and stakeholder management within a collaborative and inclusive culture

Job Summary

  • The Advisor Transition Team is critical to ensuring a frictionless, high-quality onboarding experience for new advisors.
  • The successful candidate will be responsible for overseeing the end-to-end process of transitioning new investment advisors.
  • The role offers a friendly, collaborative, and inclusive culture with a focus on helping clients and employees achieve lifetime financial security.

Matching Summary

Match Score: 85

Sun Life is seeking an Advisor Transition Manager to lead the onboarding process for new investment advisors, focusing on operational excellence and strategic planning. The role emphasizes process optimization and stakeholder management within a collaborative and inclusive culture.

Salary

Base: 80,000 - 128,000; Bonus/Equity: Not specified; Benefits: Flexible Benefits, Pension Plan

Skills & Requirements

Must-have

  • Advisor onboarding process
  • Account transfer expertise
  • Platform training delivery
  • First time-right process design
  • Stakeholder and vendor liaison

Nice-to-have

  • Dynamic colleagues
  • Collaborative and inclusive culture
  • Lifetime financial security focus
  • Making life brighter for clients

Key Requirements

  • 10+ years Wealth Management experience
  • Canadian Securities Course (CSC)
  • Bilingualism (French, English) for Quebec

Work Rights

Not specified

Tailored Resume

Cover Letter