Transition Support

iA Financial Group•Toronto, ON

4d•$60,000 - $70,000•Hybrid

About The Position

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.

Requirements

A minimum of 2 years of experience in the financial services industry, ideally in a client- or advisor-service capacity
Exceptional customer service and communication skills.
Strong organizational abilities and attention to detail.
Ability to manage multiple tasks, aggressive deadlines, and shifting priorities.
Excellent interpersonal skills and solid collaboration with internal and external partners.
Strong analytical and reporting skills.
Strong proficiency in Microsoft Excel and Word.
Eagerness to learn about the Financial & Investment Services industry.
A positive, “no challenge too big” attitude.

Nice To Haves

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.

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.