Advisor Transition Manager

Sunlife Com Hk

Canada
Base: 80,000 - 128,000; bonus/equity: not specifie...
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Advisor onboarding and account transfer expertise
First time-right process design
Stakeholder and vendor liaison
** Sunlife Com Hk is seeking an Advisor Transition Manager in Canada to oversee the onboarding process for new investment advisors. The role requires significant experience in wealth management, with a focus on operational excellence and project leadership, while offering a hybrid work model and attractive benefits. **

Job Summary

  • The Retail Wealth Enablement, Operations and Transition department is expanding into a new Investment Dealer, focusing on operational excellence and first-time-right process design.
  • The Advisor Transition Team ensures a frictionless, high-quality onboarding experience for new advisors, overseeing end-to-end transitions.
  • Sun Life offers flexible benefits, immediate pension plan participation with matching contributions, and a hybrid work model to support employee well-being and career development.

Matching Summary

Match Score: 75

** Sunlife Com Hk is seeking an Advisor Transition Manager in Canada to oversee the onboarding process for new investment advisors. The role requires significant experience in wealth management, with a focus on operational excellence and project leadership, while offering a hybrid work model and attractive benefits. **

Salary

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

Skills & Requirements

Must-have

  • Advisor onboarding and account transfer expertise
  • First time-right process design
  • Stakeholder and vendor liaison
  • Project leadership for platform enhancement
  • Seamless and compliant transition workflows

Nice-to-have

  • Dynamic and collaborative work environment
  • Focus on client success and financial security
  • Opportunities for career growth and networking
  • Inclusive and supportive company culture

Key Requirements

  • 10+ years experience in Wealth Management
  • Deep knowledge of Operations, Mid Office, Front Office
  • Strong project management and team leadership skills
  • Excellent written and verbal communication skills
  • Canadian Securities Course (CSC) completion is an asset
  • Progress towards CFA designation is an asset
  • Bilingualism (French, English) required for Quebec

Work Rights

Not specified

Tailored Resume

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