Transition Planner - Toronto

Only for registered members Toronto, Canada

3 weeks ago

Default job background
$73,000 - $77,000 (CAD)

Job summary

This role provides transition oversight and planning support and acts as a liaison between the home office and new Financial Advisors and Agents joining Raymond James Ltd.

What will your role be responsible for?
  • Assist the National Sales team in transitioning Financial Advisors/Agents in Canada to Raymond James;
  • Customize transition requirements to the needs of the Financial Advisors/Agents;

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