Partner Support Associate, Transfers

Location

This posting is for an existing vacancy in Wellington-Altus’ Winnipeg or Toronto office.

The opportunity

Reporting to the Manager, Advisor Experience, the Partner Support Associate, Transfers is responsible for providing expert support to advisors within WAPW regarding external transfer cases. This role involves the efficient processing of transfer requests, troubleshooting complex issues, and collaborating with internal departments and external partners, including our custodian (NBIN), to resolve inquiries. The Partner Support Associate, Transfers ensures smooth and timely transfer processes, improves advisor experiences, and maintains strong relationships with advisory teams and external institutions.

Key responsibilities

• External Transfer Expertise: Serve as the subject matter expert on all aspects of the external transfer process.
• Support Advisors: Provide timely and accurate assistance to ...