Manager Practice Management

Fidelity International

Toronto

Hybrid

CAD 127,000 - 158,000

Full time

2 days ago
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Benefits offered by this job

Base Salary + Bonus
RRSP contribution

Job summary

Fidelity Canada is seeking a Manager Practice Management to lead a team that ensures advisors consistently adopt Fidelity Wealth processes and tools. You will bridge enablement and day-to-day execution, partnering with Enablement, Operations and Wealth Leadership to identify gaps and improve practices.

The role emphasizes a process-oriented, highly organized leader who can drive scalable best practices and a strong coaching culture across a dynamic Canadian wealth platform.

Qualifications

  • Completion of a University degree in Business, Commerce, Finance or related field or equivalent work experience.
  • 5+ years of experience in the financial services industry.
  • Experience in Canadian wealth management, practice management, advisor support, or operations.

Responsibilities

  • Lead a high-performing Practice Management team and ensure adoption of Fidelity Wealth processes.
  • Partner with Enablement, Operations and Wealth Leadership to identify adoption gaps.
  • Provide field insights to improve training effectiveness and usability.
  • Roll out new tools, workflows, and operational initiatives.

Skills

Leadership
Communication
Problem-solving

Education

University degree in Business, Commerce, Finance or related field

Job description

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 technology platforms, operational procedures, and practice management concepts.

  • Strong understanding of advisor workflows and wealth management operational processes within the Canadian regulatory environment.

  • Experience supporting advisor adoption, business process implementation, or operational change management.

  • Experience in training or practice management.


What You’ll Need


  • Proven leadership experience with a focus on developing and leveraging the capabilities of a high-performing team.

  • Process orientation and operational discipline.

  • Strong communication and relationship-building skills.

  • Ability to influence others with positivity and encouragement.

  • Problem-solving and continuous improvement mindset.

  • Strong organizational and follow-through skills.

  • Comfort operating in a fast-paced, evolving environment.


Total Rewards That Reflect Your Impact

We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well‑being tomorrow. For this role, your total rewards include:



  • Base Salary and Discretionary Performance Bonus: Total annual cash compensation (base salary plus target bonus) ranges from $127,000-$158,000 based on your experience and qualifications.

  • RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.


This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference.


We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions.


Equal Opportunity and Accessibility

Fidelity Canada is an equal opportunity employer Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.


Accommodation during the application process Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at FidelityCanadaStaffing@fidelity.ca.


Fidelity Canada is an equal opportunity employer Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.


Accommodation during the application process Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at FidelityCanadaStaffing@fidelity.ca.


No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.


Why Work at Fidelity?


  • Canada's Top 100 Employers

  • Greater Toronto's Top Employers

  • Canada's Top Family-Friendly Employers

  • Canada's Top Employers for Young People

  • Great Place To Work® Certified

  • Best Workplaces for Inclusion

  • Best Workplaces for Mental Wellness

  • Best Workplaces for Today's Youth

  • Best Workplaces for Women

  • Best Workplaces for Financial Services & Insurance

  • Best Workplaces in Ontario

  • Best Workplaces with Most Trusted Executive Teams

  • LinkedIn Top Companies in Canada

  • Human Resource Director (HRD) - Best Place To Work

  • HRD - 5-Star Benefit Program

  • HRD - 5-Star Diversity & Inclusion Employer Designations

  • Canadian Compassionate Companies – Certified

  • Benefits Canada's Workplace Benefits Award - Future of Work Strategy

  • TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting

  • Canadian HR Reporter's Most Innovative HR Team


About Us

Fidelity Canada has become an employer of choice for talented people seeking rewarding career opportunities in the financial services industry. We look to hire outstanding individuals who want to maximize their potential and be challenged in all aspects of their professional careers. To help our employees excel in their roles at Fidelity, we provide everyone here with the best training, resources and support possible throughout their careers. With our help, there’s no limit to what you can accomplish here. We’re excited you’re considering Fidelity for your career plans.


The Search Jobs section is your online source for job opportunities at Fidelity. Using our site is simple - just take a few moments to create an online profile for your ideal job. Your profile is then automatically matched to open positions and you are notified via e‑mail each time a match is made. Or, if you prefer, you can search our list of jobs before registering with us.


Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email FidelityCanadaStaffing@fidelity.ca. Fidelity respects the privacy of your information. Click for a detailed data protection and privacy statement.

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