RI

Onboarding Support Coordinator

Toronto, Ontario
On-site
Full-time
$50K – $63K CAD
Yesterday

Job Overview

Position Overview The Onboarding Support Coordinator is a high energy and adaptable role responsible for the planning and execution of onboarding new high net worth Investment Advisor Teams on a national scope. As part of the National Sales department, the incumbent will work closely to support the Branch Management teams and other internal operational departments to ensure readiness, smooth arrival, and transitions for all new advisor teams. This is an existing vacancy. Duties and Responsibili…

What you'll do

  • Plan and execute onboarding of new high net worth Investment Advisor Teams
  • Work with Branch Management teams to ensure readiness for new advisors
  • Coordinate with internal operational departments
  • Ensure smooth arrival and transitions for all new advisor teams
  • Support National Sales department initiatives

What you'll need

  • High energy and adaptable personality
  • Ability to work with multiple internal departments
  • National scope coordination capability
  • Support of Branch Management teams

About the Company

RI

Richardson Wealth

Onboarding Support Coordinator at Richardson Wealth — Toronto, Ontario | Jobily