Wealth Support Team Lead (Hybrid)

Fidelity Canada; Vancouver; Hybrid; CAD 111,000 - 135,000; Full time

Benefits offered by this job

RRSP contribution after 6 months

Pay transparency in compensation

Job summary

Fidelity Canada is seeking a hybrid leader to manage client onboarding and servicing while mentoring a team of associates. You will support advisors, resolve escalated issues, and ensure a seamless client experience across onboarding and ongoing service.

The ideal candidate has 5–7 years in wealth management, strong leadership, and a solid knowledge of processes, risk and regulatory requirements, with bilingual English/French being an asset.

Qualifications

• University degree in Business, Commerce, Finance or equivalent.
• 5-7 years wealth management experience.
• CIRO registration as RR is nice to have.
• CSC, CPH and WME are assets; LLQP/CLU/CFP assets.

Responsibilities

• Lead a team of associates while engaging in day-to-day operations.
• Oversee client onboarding and servicing, support advisors, handle escalations.
• Mentor and coach staff; deliver high-quality client service.
• Identify process improvements to boost efficiency and compliance.
• Coordinate with risk, internal audit, legal and compliance to strengthen controls.

Skills

Leadership

Client onboarding

Mentorship

Coaching

Process improvement

Risk management

Regulatory compliance

Team collaboration

Bilingual (EN/FR)

Education

University degree in Business/Finance

CIRO RR registration (nice to have)

CSC & CPH & WME asset

LLQP/CLU/CFP asset

Tools

Unifide

Broadridge/Dataphile

Portfolio Aid

Job description

Fidelity Canada is seeking a hybrid leader to manage client onboarding and servicing while mentoring a team of associates. You will support advisors, resolve escalated issues, and ensure a seamless client experience across onboarding and ongoing service.

The ideal candidate has 5–7 years in wealth management, strong leadership, and a solid knowledge of processes, risk and regulatory requirements, with bilingual English/French being an asset.