Business Transition Associate
iA Private Wealth
About this role
The role of a Transitions Specialist at iA Private Wealth involves supporting advisors through business changes, onboarding, and transitions, with a focus on customer service, organization, and collaboration.
Skills
About iA Private Wealth
iaprivatewealth.caiA Private Wealth – Holistic wealth management tailored for Canadians. Retirement, tax, estate and investment planning with trusted advisors by your side.
Recent company news
CoverageriA Financial Group adds $1.5 billion advisor team in Western Canada
3 days ago
Investment ExecutiveIndustry moves: IA Private Wealth lands $1.5B ScotiaMcLeod advisory
1 week ago
The Globe and MailiA’s strategy to retain acquired Richardson Wealth advisors ‘on track’ despite recent exits
Oct 6, 2025
Business WireiA Financial Corporation to acquire RF Capital Group Inc.
Jul 28, 2025
Wealth ProfessionaliA Financial reveals plans for newly acquired Richardson Wealth business
Jul 30, 2025
About iA Private Wealth
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for iA Private Wealth.
Salary
$60k – $65k
per year