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Integration Specialist

  • Permanent
  • Date Posted: June 17, 2026
  • Salary: 60-80k

Our client within financial services requires an Integration Specialist to join their team. The Integration Specialist supports the onboarding of new advisor teams, partner offices, client accounts, documentation, and operational workflows into the firm. In the market, this role may be most easily understood as a transition or onboarding specialist; internally, it forms part of the Integration function.

This is a hands-on, detail-oriented role focused on account opening, documentation, data readiness, transfers, custodian follow-up, workflow tracking, and issue resolution during the transition period. The role is ideal for someone who enjoys being in the work, staying organized, and helping advisor teams move through change with as little disruption as possible

Role Mandate

  • Support the execution of partner office transitions from planning through go-live and post-transition cleanup.
  • Prepare, review, track, and follow up on account opening and transfer documentation.
  • Maintain transition trackers, checklists, workflow updates, and issue logs.
  • Coordinate with advisors, custodians, compliance, operations, technology, and internal project leads.
  • Help create a smooth experience for advisor teams and clients during operational change.
  • Identify repeat issues and recommend improvements to transition workflows.

Responsibilities :

1. Account Opening and Documentation

  • Prepare and process account opening documents for clients of transitioning advisor teams.
  • Review forms and supporting documentation for accuracy, completeness, and compliance readiness.
  • Coordinate signatures, follow up on outstanding items, and track documentation status.
  • Enter, review, and validate client and account data in CRM, portfolio management, and custodian-related systems.

2. Transfer and Migration Support

  • Initiate, track, and troubleshoot transfers with custodians and internal teams.
  • Monitor transfer progress and communicate status updates clearly.
  • Support data cleanup, client profile setup, and documentation migration activities.
  • Escalate delays or exceptions appropriately while maintaining ownership of follow-up.

3. Operational Coordination

  • Work closely with Compliance to support KYC, AML, identity, and disclosure documentation requirements.
  • Coordinate with Operations on account setup, funding, restrictions, and initial servicing needs.
  • Support Technology and CRM readiness by ensuring advisor and staff setup requirements are tracked.
  • Maintain transition checklists, advisor-specific task lists, and workflow documentation.

4. Advisor and Team Support

  • Provide practical, timely support to incoming advisor teams during onboarding.
  • Respond to advisor and team inquiries regarding paperwork, account status, timelines, or required documents.
  • Help prepare client communication packages, onboarding kits, and internal status updates.
  • Support a clear handoff from Integration to Advisor Support Services once the partner office is substantially transitioned.

5. Quality Control and Reporting

  • Conduct accuracy checks on documents, account setups, and transition records.
  • Maintain up-to-date transition files and audit-ready internal records.
  • Support transition timeline tracking and reporting.
  • Identify recurring issues and suggest process improvements.

Qualifications:

  • Experience: 2-5+ years in financial services operations, onboarding, account administration, transfers, or advisor support.
  • Technical knowledge: Familiarity with account opening, transfer documentation, KYC/AML requirements, and custodian processes.
  • Execution strength: Highly organized, detail-oriented, and able to manage multiple moving pieces.
  • Communication: Clear, professional, and service-minded with advisors, clients, custodians, and internal teams.
  • Adaptability: Comfortable working in an evolving environment where processes are being built and improved.
  • Ownership: Able to follow through on tasks without requiring constant direction.

 

To apply, upload your resume and complete the required information in the “Apply For The Job” section located to the right of the posting. Alternatively, quote the position title and email your resume to: Leah; l.steinberg@tdspersonnel.com

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TDS Personnel is an equal opportunity employer committed to fostering an inclusive and accessible workplace in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). Accommodations are available upon request for candidates participating in all stages of the recruitment and selection process.

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