Transition Coordinator



  • Accounting & Finance
  • Job Code: SR7718851012
  • Posted: November 07, 2018
The Job has been filled
Transition Coordinator
Saskatoon, SK

David Aplin Group, one of Canada's Best Managed Companies, has partnered with our client to recruit a Transition Coordinator in a permanent position in Saskatoon, Saskatchewan.

The Role:

  • Responsible for the successful onboarding of new Investment Advisors and their book of business
  • Works closely with Operations Manager to coordinate many different aspects of the process
  • Be an expert on all programs relating to an Advisor’s and Associate’s role
  • Assist with account opening process and maintenance, as well as day to day operational procedures
  • Assist with the needs and requirements of Advisors when transitioning a book of business and the needs of clients when moving their investments to a new firm
  • Act as the single point of contact for incoming brokers for all questions, concerns, or issues
  • Coordination of various task, including conference calls, supply orders, signage, office set-up, HR, registration transfer, etc.
  • Responsible for researching and providing timely and accurate responses to inquiries employees
  • Problem-solving and research multiple solutions
  • Create and manage follow-up activities and training for new Advisors and their Associates
  • Collaborate with other departments to analyze and make recommendations for improvements to processes and procedures
  • Performs other duties as assigned

The Ideal Candidate:

  • At least 5 years’ experience in a comparable position
  • Bachelor’s degree in Business Administration, Accounting, Finance, or similar field of study is preferred
  • IIROC Licensed
  • Experience in a management role would be an asset
  • Excellent leadership skills and an ability to motivate employees to provide exemplary service
  • Excellent communication skills
  • Reliable, consistent work ethic
  • Ability to quickly adapt to changing needs
  • Ability to solve problems

If you are interested in this position and meet the above criteria, please click the Apply button to send your resume in confidence directly to Angela Degelman, Consultant, Accounting & Finance. Visit our website at to view our job opportunities, career tips, and tools. We thank all applicants; however, only those selected for an interview will be contacted.


If this is your first introduction to us, we invite you to become one of our satisfied candidates. David Aplin Group has been Canadian owned since 1975. Our professional consultants are passionate about helping you find a fulfilling job or career and ensuring your complete satisfaction with our process. Our proven track record, nearly four decades long, is largely due to our team of highly skilled and successful specialists. Through superior service and a commitment to long-term relationships, we provide deep specialization in core areas for complete recruiting and HR solutions across Canada - all from one source. We look forward to exceeding your expectations!
Learn more about David Aplin Group and view all of our current job opportunities, career tips, and tools at



Angela Degelman

Accounting & Finance


Managing Consultant

  • 306.665.1386

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