financial sales and service officer
Title posted on Talent.com - *Onboarding & Training Specialist (Financial Advisors)
Posted on July 29, 2026 by Employer details Recrute Action
Job details
<b>Job Description</b><br><span id="spandesc"><div><b>Onboarding & Training Specialist (Financial Advisors)</b><br/></div><div><br/></div><div>Enjoy a hybrid work model, flexible hours, 3 weeks of vacation, comprehensive benefits, employer RRSP contributions, free gym access, career development opportunities, and modern technology tools while supporting advisor onboarding, training, and transition projects in a collaborative financial services environment.<br/></div><div><br/></div><div><b>What is in it for you:<br/></b></div><div><br/></div><div>? Annual salary between 75K-80K, depending on experience.<br/></div><div>? Permanent full-time position, 37.5 hours per week.<br/></div><div>? Hybrid work model: 3 days in the office and 2 days working remotely each week.<br/></div><div>? Flexible schedule: start between 7:30 am and 9:00 am and finish between 4:00 pm and 5:30 pm.<br/></div><div>? Modern offices with panoramic views, easily accessible by public transit.<br/></div><div>? 3 weeks of vacation, 5 sick days, and 1 personal day per year.<br/></div><div>? Comprehensive group benefits after 3 months of service, including medical and dental coverage, a health spending account, an Employee Assistance Program, and virtual healthcare.<br/></div><div>? Group RRSP with employer contributions after 3 months of service.<br/></div><div>? Free access to a fitness facility.<br/></div><div>? 20% discount on the OPUS transit pass (equivalent to approximately 2 free months per year).<br/></div><div>? Ongoing learning and career development opportunities.<br/></div><div>? Access to advanced technology tools, including ChatGPT Enterprise.<br/></div><div>? Monthly social activities and team events.<br/></div><div>? Complimentary beverages and snacks available daily at the office.<br/></div><div><br/></div><div><b>Responsibilities:</b><b><br/></b></div><div><br/></div><div><b>Deliver an exceptional onboarding experience</b><b><br/></b></div><div><br/></div><div>? Serve as the primary point of contact for Advisors throughout the onboarding process, ensuring a seamless and well-coordinated transition.<br/></div><div>? Develop customized transition plans tailored to each Advisor's business model, objectives, and operational needs.<br/></div><div>? Coordinate onboarding activities across internal teams to ensure timely execution and a consistent Advisor experience.<br/></div><div>? Analyze Advisors' books of business to identify potential challenges and proactively implement appropriate solutions.<br/></div><div>? Assess existing workflows and develop transition roadmaps aligned with the organization's systems, processes, and regulatory requirements.<br/></div><div>? Maintain proactive communication with Advisors, providing regular updates, setting expectations, and guiding them through each stage of the transition.<br/></div><div>? Monitor project milestones and ensure transitions remain on track from start to finish.<br/></div><div>? Build trusted relationships that foster confidence and create a positive onboarding experience.<br/></div><div><br/></div><div><b>Equip Advisors for long-term success</b><b><br/></b></div><div><br/></div><div>? Design and deliver engaging training sessions on the organization's systems, platforms, and operational processes.<br/></div><div>? Develop training materials and learning resources to support both new and existing Advisors.<br/></div><div>? Assess Advisors' progress throughout their onboarding journey and provide additional coaching and support as needed.<br/></div><div>? Provide on-site assistance during key phases of the transition to ensure a successful implementation.<br/></div><div><br/></div><div><b>Drive operational excellence</b><b><br/></b></div><div><br/></div><div>? Support Advisors in transitioning their client accounts with minimal disruption to their business.<br/></div><div>? Collaborate closely with Compliance, Operations, IT, and other internal partners to ensure an efficient and complian- Location Montréal, QC
- Work location On site
- Salary$75,000 to $80,000YEAR annually
- Terms of employment Full time
- Starts as soon as possible
- vacancies 1 vacancy
- Source Talent.com #630502252053671385
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