Transitions Support Associate
Top Benefits
About the role
Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business exponentially. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time Transitions Support Associate to join our Client Experience team in Burlington.
Position Overview
In this role, the successful candidate will provide support to our newest Advisors who are moving their business to Aligned Capital Partners. In this role, you will provide administrative support and work with senior team members to ensure a seamless transition. You will have soft skills to work calmly in a fast-paced environment and ensure follow up on multiple tasks requiring short term action.
What you will do:
- Collaborate with Advisor Transitions Specialists to bring items to completion
- Liaise with our back office (CI Investment Services) on matters requiring intervention or follow up including investigating outstanding items
- Daily tracking of an Advisor’s book of business during the transition period (account opening/assets)
- Run reports to see what accounts are opened, stalled, initiated, etc.
- Set up initial credentials for onboarding Advisors (email, systems, etc.)
- Initiate and oversee offboarding process for departing advisors and associates
- Send out initial administrative packages (welcome kit, signs, business cards, etc.)
- Escalate as needed on urgent or exceptional matters
What You will Bring
- Post-secondary education is preferred
- Strong MS Office skills (Outlook, Word and Excel)
- Demonstrated collaborative approach to solving problems
- Strong communication skills
- Proven ability to manage high volumes with a positive and professional attitude
- Experience with industry-related client service is an asset
- Completion of CSC and CPH is an asset
What We Bring
We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you:
- Competitive compensation
- Recognition of your accomplishments
- Communication and feedback
- Investment in your training and development
- Commitment to your health and well-being.
Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation to fully participate in our recruitment process, please call 905-639-5115 and press ‘0’ to leave a message.
About Aligned Capital Partners Inc.
Aligned Capital Partners Inc., a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987. In 2012, faced with a challenging environment for independent investment dealers, a strategic renewal was undertaken by the new management team. Collectively, they wanted to accelerate change and introduce a more innovative approach to deliver wealth management services to clients. The objective was to diverge from the norm and create a suite of services that focused on the needs and interests of the client, the Advisor, and the wealth management firm.
At ACPI, we believe in the entrepreneurial spirit and independence of an Advisor’s practice, coupled with an unconflicted dealer platform with no sales targets, no proprietary products, and no commission grid. Our mission is to equip Advisors with everything they need to provide customized financial solutions for their clients.
Since inception, we have operated with the intention of creating a firm that Canada’s best independent financial Advisors would find welcoming and call home. ACPI is committed to partnering with Advisors who wear the “white hats” and run their businesses in a way that always puts the client first.
As a firm, ACPI serves on a range of industry and regulatory committees to help shape the industry and advocate how we believe investors should be treated. Our view of the wealth management industry is straightforward and our currency is the trust placed in us. We earn this currency by providing the infrastructure and solutions Advisors need to do right by their clients.
Transitions Support Associate
Top Benefits
About the role
Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business exponentially. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time Transitions Support Associate to join our Client Experience team in Burlington.
Position Overview
In this role, the successful candidate will provide support to our newest Advisors who are moving their business to Aligned Capital Partners. In this role, you will provide administrative support and work with senior team members to ensure a seamless transition. You will have soft skills to work calmly in a fast-paced environment and ensure follow up on multiple tasks requiring short term action.
What you will do:
- Collaborate with Advisor Transitions Specialists to bring items to completion
- Liaise with our back office (CI Investment Services) on matters requiring intervention or follow up including investigating outstanding items
- Daily tracking of an Advisor’s book of business during the transition period (account opening/assets)
- Run reports to see what accounts are opened, stalled, initiated, etc.
- Set up initial credentials for onboarding Advisors (email, systems, etc.)
- Initiate and oversee offboarding process for departing advisors and associates
- Send out initial administrative packages (welcome kit, signs, business cards, etc.)
- Escalate as needed on urgent or exceptional matters
What You will Bring
- Post-secondary education is preferred
- Strong MS Office skills (Outlook, Word and Excel)
- Demonstrated collaborative approach to solving problems
- Strong communication skills
- Proven ability to manage high volumes with a positive and professional attitude
- Experience with industry-related client service is an asset
- Completion of CSC and CPH is an asset
What We Bring
We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you:
- Competitive compensation
- Recognition of your accomplishments
- Communication and feedback
- Investment in your training and development
- Commitment to your health and well-being.
Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation to fully participate in our recruitment process, please call 905-639-5115 and press ‘0’ to leave a message.
About Aligned Capital Partners Inc.
Aligned Capital Partners Inc., a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987. In 2012, faced with a challenging environment for independent investment dealers, a strategic renewal was undertaken by the new management team. Collectively, they wanted to accelerate change and introduce a more innovative approach to deliver wealth management services to clients. The objective was to diverge from the norm and create a suite of services that focused on the needs and interests of the client, the Advisor, and the wealth management firm.
At ACPI, we believe in the entrepreneurial spirit and independence of an Advisor’s practice, coupled with an unconflicted dealer platform with no sales targets, no proprietary products, and no commission grid. Our mission is to equip Advisors with everything they need to provide customized financial solutions for their clients.
Since inception, we have operated with the intention of creating a firm that Canada’s best independent financial Advisors would find welcoming and call home. ACPI is committed to partnering with Advisors who wear the “white hats” and run their businesses in a way that always puts the client first.
As a firm, ACPI serves on a range of industry and regulatory committees to help shape the industry and advocate how we believe investors should be treated. Our view of the wealth management industry is straightforward and our currency is the trust placed in us. We earn this currency by providing the infrastructure and solutions Advisors need to do right by their clients.