OVERVIEW

We are seeking an experienced Associate to support the Client Onboarding team within a fast-paced banking environment. The successful candidate will play a key role in supporting advisor transitions, facilitating client account transfers, and ensuring accurate and timely onboarding activities for new and existing clients.

This role is ideal for a detail-oriented operations professional with strong organizational skills, experience in banking operations, and the ability to manage multiple priorities in a high-volume environment. The candidate will work closely with advisors, operations teams, and internal stakeholders to ensure a seamless onboarding and transfer experience while maintaining compliance with internal policies and procedures.

Location: Toronto, ON (Hybrid – 2–3 days in office)
Contract Length: 6 Months (Extension or FTE Conversion Possible)
Hours: 9 AM–5 PM EST (may vary depending on advisory team time zones)