Transition Planner

Job Description - Transition Planner )

Transition Planner -

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Transition Planner

How does the role impact the organization?

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;
• Maintain an ongoing dialogue with transitioning Financial Advisors/Agents to Raymon...