Wealth Transition Specialist

Fidelity International; Toronto; On-site; 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

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 expedite 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.

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].

Fidelity respects the privacy of your information.

Click for a detailed data protection and privacy statement.