Job Description
Full job description
Advisor Solutions by Purpose is on a mission to give financial advisors the freedom, flexibility, and control they need to better serve their clients and build thriving, independent businesses. We believe that reimagining wealth management starts with operational excellence and human-centered service, and that’s where you come in.
We are looking for a Manager, Onboarding & Transitions to lead the seamless onboarding of new advisory firms, ensuring each one is set up for long-term success. This is a pivotal role at the frontlines of our advisor experience and an opportunity to shape the future of wealth management in Canada.
What You’ll Do
As the Manager of Onboarding & Transitions, you will be the main point of contact during the critical early stages of an advisor’s journey with us. You’ll:
Lead and execute end-to-end onboarding of new firms joining Advisor Solutions by Purpose.
Own the project plan: collaborating with internal teams, custodians, and partners to deliver a smooth and timely transition.
Be present and fully engaged during go-live milestones, ensuring advisors feel supported and confident.
Process a range of financial and non-financial transactions accurately and within SLAs, including:
Fee setups, internal transfers, account openings, and client data updates.
External and internal transfer tracking and follow-ups.
Conduct thorough documentation reviews for completeness and accuracy prior to processing or escalation.
Monitor performance metrics and deliver on operational OKRs.
Champion continuous improvement, refining processes and implementing best practices.
Collaborate across departments to proactively solve client issues and deliver exceptional advisor experiences.
Triage and resolve questions related to funding, withdrawals, and money movement.
Contribute to ad hoc initiatives and projects that improve onboarding and operational outcomes.
Who You Are
You are a service-first professional who thrives in dynamic, fast-paced environments. You care deeply about making things work and making them better. You’re a thoughtful communicator and skilled project manager who knows how to bring clarity and calm to complexity.
We’re looking for someone who brings:
5+ years of experience in financial services, ideally in operations, onboarding, or advisor support roles.
A client-centric mindset and exceptional communication skills (written and verbal).
Strong analytical skills and a solutions-oriented approach.
High attention to detail and proficiency in Microsoft Office.
A collaborative nature, you’re a true team player who works well across functions.
The ability to work under pressure while maintaining accuracy and poise.
Nice to Have
Completion of the Canadian Securities Course (CSC)
Experience in wealth management or advisor operations
Familiarity with middle and back-office systems
Bilingualism in English and French
Advisor Solutions by Purpose is on a mission to give financial advisors the freedom, flexibility, and control they need to better serve their clients and build thriving, independent businesses. We believe that reimagining wealth management starts with operational excellence and human-centered service, and that’s where you come in.
We are looking for a Manager, Onboarding & Transitions to lead the seamless onboarding of new advisory firms, ensuring each one is set up for long-term success. This is a pivotal role at the frontlines of our advisor experience and an opportunity to shape the future of wealth management in Canada.
What You’ll Do
As the Manager of Onboarding & Transitions, you will be the main point of contact during the critical early stages of an advisor’s journey with us. You’ll:
Lead and execute end-to-end onboarding of new firms joining Advisor Solutions by Purpose.
Own the project plan: collaborating with internal teams, custodians, and partners to deliver a smooth and timely transition.
Be present and fully engaged during go-live milestones, ensuring advisors feel supported and confident.
Process a range of financial and non-financial transactions accurately and within SLAs, including:
Fee setups, internal transfers, account openings, and client data updates.
External and internal transfer tracking and follow-ups.
Conduct thorough documentation reviews for completeness and accuracy prior to processing or escalation.
Monitor performance metrics and deliver on operational OKRs.
Champion continuous improvement, refining processes and implementing best practices.
Collaborate across departments to proactively solve client issues and deliver exceptional advisor experiences.
Triage and resolve questions related to funding, withdrawals, and money movement.
Contribute to ad hoc initiatives and projects that improve onboarding and operational outcomes.
Who You Are
You are a service-first professional who thrives in dynamic, fast-paced environments. You care deeply about making things work and making them better. You’re a thoughtful communicator and skilled project manager who knows how to bring clarity and calm to complexity.
We’re looking for someone who brings:
5+ years of experience in financial services, ideally in operations, onboarding, or advisor support roles.
A client-centric mindset and exceptional communication skills (written and verbal).
Strong analytical skills and a solutions-oriented approach.
High attention to detail and proficiency in Microsoft Office.
A collaborative nature, you’re a true team player who works well across functions.
The ability to work under pressure while maintaining accuracy and poise.
Nice to Have
Completion of the Canadian Securities Course (CSC)
Experience in wealth management or advisor operations
Familiarity with middle and back-office systems
Bilingualism in English and French
💡 Quick Summary
Seeking a career-building opportunity? The Manager, Onboarding & Transitions position is now open for candidates interested in the Human Resource (HR) Jobs sector. This role in Toronto offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Human Resource (HR) Jobs is a plus.
