Manager Practice Management

fil; Toronto; Hybrid; CAD 120,000 - 160,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Fidelity is seeking a Manager of Practice Management to lead a team that drives adoption of Wealth processes, tools and best practices. The role partners with Enablement, Operations, and Wealth Leadership to close adoption gaps and standardize practices across the advisor channel.

The ideal candidate will be a process‑oriented, highly organized leader with 5+ years in financial services and a track record of developing high‑performing teams, with CIRO registration required.

Qualifications

• Completion of a University degree in Business, Commerce, Finance or related field or equivalent work experience.
• 5+ years of experience in financial services industry.
• Experience in Canadian wealth management, financial services enablement, practice management, advisor support, or operations.
• Experienced people leader with a passion for talent development and a proven ability to build, coach, and leverage the capabilities of high‑performing teams to achieve business objectives.
• Registered Representative registration with CIRO required.
• CFP, or other industry designations considered an asset but not required.
• Proven ability to simplify complex processes and drive practical execution.

Responsibilities

• Lead advisor enablement and adoption programs to reinforce operational processes and tools.
• Translate training into practical, repeatable day‑to‑day execution.
• Provide field insights to improve training effectiveness, clarity, and usability.
• Build and lead a high‑performing team aligned with Fidelity values and cross‑functional collaboration.
• Drive talent development and oversee annual performance reviews and development plans.

Education

University degree in Business, Commerce, Finance or related field or equivalent work experience

Job description

You will be working on a predefined hybrid schedule as part of Fidelity's dynamic working arrangement.

Current work authorization for Canada is required for all openings.

The work location for this role is 483 Bay Street in Toronto until approximately late 2026, when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

Who We Are

At Fidelity, we've been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we're constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you'll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You'll have a wide range of opportunities to grow and develop your career in an inclusive environment where you'll feel valued and supported to be your best - both personally and professionally.

What We Do

The Manager Practice Management plays a critical role in helping advisors consistently adopt and execute against Fidelity Wealth's processes, tools, and best practices. Acting as the bridge between enablement and day-to-day execution, this role ensures training translates into sustainable advisor behaviour and scalable business practices. This individual partners closely with Enablement, Operations, and Wealth Leadership to identify adoption gaps, reinforce standards, and improve the overall effectiveness and consistency of advisor practices. This person will also build a high-performing team of Practice Management facilitators and specialists designed to ensure the long-term success of Fidelity Wealth Advisors and Relationship Managers. The ideal candidate is process-oriented, highly organized, and passionate about helping advisors build more efficient, scalable businesses.

How You'll Make an Impact

Advisor Practice Enablement & Adoption

• Partner with advisors to reinforce operational processes, tools, and workflows following formal training initiatives.
• Support advisors in effectively adopting firm systems, technology, and business processes.
• Translate training into practical, repeatable day-to-day execution.
• Identify common friction points and barriers to adoption across advisor practices.

Process Reinforcement & Standardization

• Promote consistency in advisor operational practices and process adherence.
• Monitor trends and recurring issues to identify systemic opportunities for improvement.
• Support the creation of scalable best practices across the advisor channel.

Partnership with Enablement & Business Teams

• Act as a key feedback loop between advisors and Enablement team.
• Provide field insights to improve training effectiveness, clarity, and usability.
• Collaborate with Operations and other internal stakeholders to support smoother advisor execution.
• Assist with rollout support for new tools, workflows, and operational initiatives.

Advisor Experience Support

• Build trusted relationships with advisors through practical, hands‑on support.
• Increase advisor confidence in navigating firm processes and systems.
• Reduce dependency on subject matter experts for repeated retraining and troubleshooting.

People Leadership

• Build and lead a high‑performing team that aligns with Fidelity's values and that collaborates well in cross‑functional environments
• Conduct regular coaching sessions with employees, providing direction and feedback, actively manage performance, and proactively address performance concerns.
• Engage employees in development conversations and provide support towards their development goals, with a focus on continuous learning and upskilling.
• Conduct annual goal setting by establishing clear and measurable goals, ensuring alignment and support of department strategy.
• Successfully execute end to end yearend performance review cycle.
• Work with HR Business Partners to develop talent management strategies to attract and retain talent.
• Drive employee engagement by supporting and promoting people programs and enabling Fidelity's culture.

What We're Looking For

• Completion of a University degree in Business, Commerce, Finance or related field or equivalent work experience
• 5+ years of experience in financial services industry
• Experience in Canadian wealth management, financial services enablement, practice management, advisor support, or operations.
• Experienced people leader with a passion for talent development and a proven ability to build, coach, and leverage the capabilities of high‑performing teams to achieve business objectives.
• Registered Representative registration with CIRO required.
• CFP, or other industry designations considered an asset but not required
• Proven ability to simplify complex processes and drive practical execution.
• Familiarity with advisor t