Wealth Support Team Lead (Hybrid)

fil; Canada; Hybrid; CAD 111,000 - 135,000; Full time

Job summary

Fidelity in Canada is seeking a player-coach leader to guide a team of associates, oversee client onboarding and servicing, support advisors with daily tasks, and manage escalations to ensure a seamless client experience.

The role blends hands-on operation with mentorship, process improvement, and collaboration with risk, legal and compliance to uphold regulatory standards in a hybrid work environment.

Qualifications

• University degree in Business, Commerce, Finance or related field or equivalent experience.
• 5-7 years of wealth management experience.
• CIRO Registration as RR is nice to have.
• Relevant certifications are assets.

Responsibilities

• Oversee client onboarding and servicing while leading a team of associates.
• Handle escalations and client concerns, ensuring a smooth client experience.
• Support advisors with daily tasks and ensure regulatory compliance.
• Mentor staff and improve internal processes and controls.

Skills

Leadership

Mentorship

Wealth management knowledge

Organizational skills

Teamwork

Bilingual English-French

Education

University degree in Business/Finance

Canadian Securities Course (CSC)

Conduct and Practices Handbook (CPH)

Wealth Management Essentials (WME)

LLQP / CLU® or CFP® designation (asset)

Tools

Unifide

Broadridge/Dataphile

Portfolio Aid

Job description

Fidelity in Canada is seeking a player-coach leader to guide a team of associates, oversee client onboarding and servicing, support advisors with daily tasks, and manage escalations to ensure a seamless client experience.

The role blends hands-on operation with mentorship, process improvement, and collaboration with risk, legal and compliance to uphold regulatory standards in a hybrid work environment.