Wealth Transition Specialist

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

Benefits offered by this job

RRSP contribution

Competitive compensation package

Job summary

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

You will work closely with the Manager, Wealth Management Transitions, and a broader team, balancing multiple priorities in a fast-paced environment while delivering high-quality execution.

Qualifications

• 3-5 years of experience in wealth management operations, advisor onboarding, practice management support, transition management, or project coordination.
• Investment Representative Licensing with CIRO, or progressing towards completion.
• University Degree in a Business, Commerce, Finance or related field, or equivalent work experience.
• Experience in the wealth industry, preferably in advisor operations, onboarding, or coordination.
• Experience managing administrative workflows, tracking deliverables, or supporting projects.
• 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 onboarding requirements and operational setup for advisor transactions.
• Execute transition tasks and checklists with accuracy and timeliness.
• Partner with the Manager, Wealth Management Transitions, and the team to align on priorities, timelines, and deliverables.
• Provide on-site and/or remote support during transitions, including client communications and training.

Skills

Organizational skills

Communication

Stakeholder management

Attention to detail

Adaptability

Education

University degree in Business/Commerce/Finance or related field

Investment Representative Licensing with CIRO or pursuing

Tools

Broadridge/Dataphile/CRM/Workflow Systems

Microsoft 365

Job description

Job Description

Please note:

• Current work authorization for Canada is required for all openings
• This is a regular, full-time role
• You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement
• The work location for this role is 483 Bay Street in Toronto until approximately late 2026 when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.
• Travel is required for this role

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 We Do

The Transition Specialist plays a key role in supporting Financial Advisors and their teams through onboarding and transition activities. This position is responsible for coordinating administrative tasks, managing timelines and checklists, and tracking key milestones to ensure transitions are completed accurately and on time.

Working closely with the Manager, Wealth Management Transitions, and the broader transition team, the Transition Specialist independently manages assigned deliverables while ensuring alignment across Advisors, Associates, and internal partners. This role is well-suited for a detail-oriented and highly organized individual who thrives in a fast-paced environment, manages multiple priorities effectively, and delivers consistent, high-quality execution.

As part of a growing function, this position also offers an exciting opportunity to contribute to the build-out of transition workflows, tools, and tracking mechanisms, helping to shape and improve how advisor transitions are executed in the future.

How You’ll Make an Impact

Transition Coordination and Execution

• Coordinate administrative components of advisor transactions, including onboarding requirements and operational setup
• Execute assigned transition tasks and checklists with a high level of accuracy and timeliness
• Partner with the Manager, Wealth Management Transitions, and the transition team to align on priorities, timelines, and deliverables
• Provide on-site and/or remote support during transitions, including assistance with client communications, tools, workflows, and training as needed

Stakeholder Relationship Management

• Develop and maintain effective working relationships with Advisors, Associates, and internal business partners to support successful transitions
• Build credibility and trust
• Coordinate across multiple functional areas to align priorities
• Escalate complex issues
• Support the delivery of a positive advisor experience by managing expectations and addressing concerns throughout the transition lifecycle.

Milestone Tracking and Deadline Management

• Maintain and update tracking tools to monitor key milestones, deliverables, and deadlines
• Proactively follow up with internal teams to drive timely completion of tasks
• Ensure all transition activities are completed within defined service expectations and timelines
• Identify potential delays or risks and elevate to the Manager or team as appropriate

Process Improvement and Tool Development

• Contribute to the development and refinement of transition workflows and processes
• Support the creation and enhancement of templates, trackers, and reporting tools to improve team efficiency and automation opportunities
• Participate in initiatives that increase scalability, consistency, and effectiveness across transitions
• Conduct root cause analysis to identify process gaps and bring forward ideas to improve the transition experience for Advisors and clients

What You’ll Need

• Strong organizational skills and attention to detail
• Ability to navigate competing stakeholder priorities in a fast-paced environment
• Foundational knowledge of wealth management operations and client onboarding processes
• Excellent interpersonal skills
• Strong communication skills, with the ability to work with advisors, associates, and internal teams

What We’re Looking For

• 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

Total Rewards That Reflect Your Impact

We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well‑being tomorrow.

For this role, your total rewards include:

• Base Salary and Discretionary Performance Bonus: Total annual cash compensation ( base salary plus target bonus ) ranges from $73,000 to $90,000, based on your experience and qualifications.
• RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.

We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference.

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].

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

• Canada’s Top 100 Employers
  • Greater Toronto’s Top Employers
  • Canada’s Top Family-Friendly Employers
  • Canada’s Top Employers for Young People
• Great Place To Work Certified
  • Best Workplaces for Inclusion
  • Best Workplaces for Mental Wellness
  • Best Workplaces for Today’s Youth
  • Best Workplaces for Women
  • Best Workplaces in Financial Services & Insurance
  • Best Workplaces in Ontario
  • Best Workplaces with Most Trusted Executive Teams
• LinkedIn Top Companies in Canada
• Human Resource Director (HRD) - Best Place To Work
  • HRD - 5-Star Benefit Program
  • 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