Wealth Transition Pro: Hybrid Onboarding & Ops Lead

Fidelity International; Toronto; Hybrid; CAD 73,000 - 90,000; Full time

Benefits offered by this job

RRSP contribution

Job summary

Fidelity Canada is seeking a Transition Specialist to support Financial Advisors and their teams through onboarding and transition activities. You will coordinate administrative tasks, manage timelines, and track milestones to ensure transitions are completed on time.

Travel is required, with a hybrid work model and offices in Toronto and Mississauga. The role requires 3-5 years in wealth-management operations or related fields, and an IR licensing with CIRO or progress toward it.

Qualifications

• 3-5 years of experience in wealth management operations, advisor onboarding, practice management support, transition management, or project coordination required
• Investment Representative (IR) Licensing with CIRO, or progressing towards completion required
• University Degree in a Business, Commerce, Finance or related field required, or equivalent work experience
• Experience in the wealth industry required, preferably in advisor operations, onboarding, or coordination
• Experience managing administrative workflows, tracking deliverables, or supporting projects required
• Experience with transition or onboarding processes are an asset
• Familiarity with systems such as Broadridge/Dataphile/CRM/Workflow Tracking Systems are an asset
• Microsoft 365 proficiency is an asset

Responsibilities

• Coordinate advisor transactions, onboarding requirements and operational setup
• Execute transition tasks with high accuracy and timeliness
• Align priorities and timelines with the transition team
• Provide on-site and remote support during transitions, including client communications, tools, workflows and training
• Develop relationships with Advisors, Associates and internal partners to support transitions
• Maintain and update tracking tools for milestones and deadlines
• Identify delays or risks and escalate as needed
• Contribute to transition workflows, templates and reporting tools
• Suggest process improvements to enhance advisor and client experience

Skills

Wealth management ops

Onboarding knowledge

Project coordination

Interpersonal skills

Communication

Education

Business/Commerce/Finance degree

Tools

Broadridge

Dataphile

CRM

Workflow tracking

Microsoft 365

Job description

Fidelity Canada is seeking a Transition Specialist to support Financial Advisors and their teams through onboarding and transition activities. You will coordinate administrative tasks, manage timelines, and track milestones to ensure transitions are completed on time.

Travel is required, with a hybrid work model and offices in Toronto and Mississauga. The role requires 3-5 years in wealth-management operations or related fields, and an IR licensing with CIRO or progress toward it.