Wealth Transition Specialist

Location: Flexible hybrid schedule at 483 Bay Street in Toronto, moving to 3 Robert Speck Parkway in Mississauga in approximately late 2026. Current work authorization for Canada is required. Travel is required.

Salary: CAD 73,000–90,000 total annual cash compensation, including base salary and target bonus.

Company

hirify.global provides investment portfolios and services to individuals and institutions and has supported Canadian investors for more than 35 years.

What you will do

• Coordinate administrative components of advisor transactions, onboarding requirements, and operational setup.
• Execute transition tasks and checklists while managing priorities, timelines, deliverables, and deadlines.
• Work with advisors, associates, the transition team, managers, and internal business partners to align activities and resolve issues.
• Provide on-site and remote support during transitions, including client communications, tools, workflows, and training.
• Maintain milestone trackers, identify risks or delays, and escalate complex issues appropriately.
• Improve transition workflows, templates, trackers, reporting tools, scalability, and automation opportunities through root cause analysis.

Requirements

• Current authorization to work in Canada is required.
• 3–5 years of experience in wealth management operations, advisor onboarding, practice management support, transition management, or project coordination.
• Investment Representative licensing with CIRO, or progress toward completion.
• University degree in business, commerce, finance, or a related field, or equivalent work experience.
• Experience in the wealth industry and with administrative workflows, deliverable tracking, or project support.
• Strong organization, attention to detail, communication, interpersonal, and stakeholder-prioritization skills.

Nice to have

• Experience with transition or onboarding processes.
• Familiarity with Broadridge, Dataphile, CRM, or workflow tracking systems.
• Microsoft 365 proficiency.

Culture & Benefits

• Flexible hybrid working arrangement.
• Discretionary performance bonus included in total annual cash compensation.
• RRSP contribution after six months of employment, with no employee matching required.
• Inclusive and diverse workplace with professional development opportunities.
• Accommodation available during the application process for candidates with disabilities.