Manager - Wealth Support

Fidelity Canada; Toronto; Hybrid; CAD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Manager for Wealth Support to lead a dynamic team focused on enhancing client experiences and operational efficiency. This hybrid role combines remote and in-office work, allowing you to oversee client onboarding, mentor associates, and drive process improvements. With a commitment to innovation and employee support, this role is perfect for those passionate about wealth management and leadership. Join a company dedicated to building better financial futures and fostering an inclusive environment where your contributions will make a significant impact.

Qualifications

• 5-7 years of relevant wealth management experience.
• CFP designation is an asset; LLQP or CLU is a plus.

Responsibilities

• Lead a team overseeing client onboarding and servicing.
• Resolve high-priority issues and mentor staff.
• Contribute to process improvements and operational efficiencies.

Skills

Leadership and team motivation

Mentorship and coaching

Detail-oriented

Organizational skills

Bilingual (English and French)

Education

University degree in Business or Finance

Registered Representative (RR) with CIRO

Canadian Securities Course (CSC)

Conduct and Practices Handbook (CPH)

Wealth Management Essentials (WME)

Tools

Unifide

Broadridge/Dataphile

Portfolio Aid

Job description

Join to apply for the Manager - Wealth Support role at Fidelity Canada.

This is a hybrid role with a mix of remote and in-office working.

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. We are committed to innovation and growth, fostering an inclusive environment where employees are valued and supported.

What You’ll Do

This role involves leading a team of associates, overseeing client onboarding and servicing, supporting advisors, handling escalations, and ensuring a smooth client experience. You will also resolve high-priority issues, mentor staff, and contribute to process improvements.

Leadership Responsibilities

• Oversee escalations and client concerns, investigating root causes and providing solutions.
• Improve performance and compliance processes.
• Identify operational efficiencies to enhance productivity and client experience.
• Ensure risk management and regulatory compliance.
• Assess team capabilities and support business growth.
• Mentor staff and improve internal processes.
• Manage business process manuals and collaborate with risk, audit, legal, and compliance teams.

Client and Advisor Support

• Execute investment recommendations and ensure compliance.
• Coordinate with custodians on operational matters.
• Manage onboarding for new advisors and clients.
• Deliver proactive, personalized client service.
• Support business development initiatives with wealth advisors.

Qualifications

• University degree in Business, Finance, or related fields, or equivalent experience.
• 5-7 years of relevant wealth management experience.
• Registered as a Registered Representative (RR) with CIRO.
• Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and Wealth Management Essentials (WME).
• CFP designation is an asset; LLQP or CLU is a plus.
• Experience with Unifide, Broadridge/Dataphile, Portfolio Aid is advantageous.

Skills and Attributes

• Leadership and team motivation skills.
• Mentorship and coaching abilities.
• Strong knowledge of industry, products, and procedures.
• Detail-oriented with excellent organizational skills.
• Ability to collaborate and work in a fast-paced environment.
• Bilingual in English and French is an asset.

Additional Information

Fidelity Canada is an equal opportunity employer and is committed to diversity and inclusion. Accommodation requests are welcomed during the application process.