Base: 80,000 - 128,000; bonus/equity: not specifie...
Hybrid (2 days onsite minimum)
Advisor case management
Transition execution
Advisor training & support
The Advisor Transition Specialist position at Sunlife Com Hk in Canada is a hybrid role focused on managing the onboarding process for new investment advisors and ensuring a seamless transition for their client portfolios. Candidates should have substantial experience in wealth management operations and possess strong analytical and communication skills
Job Summary
The Advisor transition team is critical to our mission by ensuring frictionless, high-quality onboarding experience for new advisors.
This role is a senior execution-focused role, responsible for managing the meticulous day-to-day activities involved in transitioning new investment advisors and their client portfolios.
We offer time off giving you the flexibility to focus on the moments that matter including 20 vacation days per year, flexible benefits, and immediate pension plan participation.
Matching Summary
Match Score: 85
The Advisor Transition Specialist position at Sunlife Com Hk in Canada is a hybrid role focused on managing the onboarding process for new investment advisors and ensuring a seamless transition for their client portfolios. Candidates should have substantial experience in wealth management operations and possess strong analytical and communication skills.
Salary
Base: 80,000 - 128,000; Bonus/Equity: Not specified; Benefits: Flexible Benefits, Pension Plan