Manager - Wealth Support

Fidelity International; Toronto; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

A leading financial services firm in Toronto is looking for a player-coach to lead a team in client onboarding and service. Ideal candidates should have extensive wealth management experience and will be responsible for direct client support and mentoring team members. Join us for a chance to grow in a flexible hybrid environment that values innovation and inclusion.

Benefits

Flexible hybrid schedule

Inclusive work environment

Continuous career development opportunities

Qualifications

• 5-7 years of relevant wealth management experience.
• Must be registered as a Registered Representative (RR) with CIRO.
• Must have Canadian Securities Course (CSC) & Wealth Management Essentials (WME).

Responsibilities

• Lead a team while engaging in day-to-day operations.
• Handle client onboarding and escalations directly.
• Ensure timely, effective resolutions for client and advisor issues.

Skills

Leadership

Mentorship & Coaching

Detail-oriented

Bilingual (English and French)

Education

University degree in Business, Commerce, Finance or related fields

Tools

Unifide

Broadridge/Dataphile

Portfolio Aid

Job description

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

Current work authorization for Canada is required for all openings.

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 You’ll Do

This is a player-coach role where the ideal candidate will lead a team of associates while actively engaging in day-to-day operations. They will oversee client onboarding and servicing, support advisors with their daily tasks, handle escalations and client concerns directly, and ensure a smooth experience for clients. The successful candidate will also take responsibility for resolving high-priority issues, providing mentorship and hands-on involvement in delivering exceptional client service.

How You’ll Make an Impact

Leadership

Oversee escalations and client concerns, investigating root causes and delivering timely, effective solutions.

Enhance processes for performance and compliance management to ensure smooth operations.

Identify and implement operational efficiencies to improve team productivity and enhance the client experience.

Oversee risk management practices and ensure full compliance with regulatory requirements across all trading functions.

Continuously assess team capabilities and implement strategies to support business growth and improve overall service levels

Coach and mentors staff members and contribute to the continuous improvement of internal processes and client service delivery

Develop and manage key business process and procedures manuals

Liaise with internal risk, internal audit, legal and compliance to implement strong internal controls and mitigate risks

Manage internal and external audit requests and collaborate with internal resources to deliver successful results.

Client and Advisor Support

Execute investment recommendations by processing trades, ensuring they comply with client instructions and align with overall investment strategies.

Liaise with the custodian on day to day operational matters - Account opening, Transfer initiation and monitoring.

Manage and coordinate the onboarding process for a new advisor, sometimes with several hundred new clients at the same time.

Maintain a client-first approach, striving to deliver proactive and personalized client service to ensure long-term relationship sustainability.

Collaborate with wealth advisor to support business development initiatives and enhance the client experience.

What We’re Looking For

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

5-7 years of relevant wealth management experience

Must be registered as an Registered Representative (RR) with CIRO

Must have Canadian Securities Course (CSC) & Conduct and Practices Handbook (CPH) along with Wealth Management Essentials (WME)

Certified Financial Planner (CFP) designation is an asset.

Life License Qualification Program (LLQP) and/or Chartered Life Underwriter (CLU) designation is an advantage

Experience with the following is an asset: Unifide, Broadridge/Dataphile, & Portfolio Aid

What You’ll Need

Leadership: Ability to lead by example, motivate, and develop a team, while also actively contributing to tasks alongside team members.

Mentorship & Coaching: Skill in guiding team members through challenges, providing constructive feedback, and fostering professional growth.

Strong industry, product, and wealth management procedures knowledge

Detail-oriented with superior organizational skills and the ability to prioritize tasks

Team player with the ability to collaborate with cross-functional teams

Ability to work in a fast-paced, evolving environment crossing multiple channels and/or workstreams

Enjoys wearing many hats, rolling up sleeves and getting things done

Bilingual (English and French) would be an asset

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 [e-mail] .

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?

We are proud to be recipients of the following:

Awards

• Canada's Top 100 Employers
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young People

• Great Place To Work Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today's Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

• LinkedIn Top Companies in Canada

• Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o 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

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 us at [e-mail]