Wealth Management Team Lead (Hybrid)

fil; Vancouver (WA); Hybrid; USD 78,000 - 95,000; Full time

Job summary

Fidelity Canada is seeking a player-coach leader to guide a team of associates, overseeing client onboarding and servicing while assisting advisors with daily tasks. You will manage escalations and ensure a smooth client experience.

The role emphasizes mentorship, regulatory compliance, and process improvements across trading functions. A bilingual English/French background is an asset. The position is hybrid, with in-office and remote work options.

Qualifications

• Leadership: guide and develop a team while actively contributing
• Mentorship: provide constructive feedback and growth opportunities
• Strong industry knowledge in wealth management and client service
• Attention to detail with strong organizational skills
• Ability to thrive in fast-paced, multi-channel environments
• Team player with cross-functional collaboration
• Bilingual English/French is an asset

Responsibilities

• Lead a team of associates while engaging in day-to-day operations
• Oversee client onboarding and servicing workflows
• Support advisors with daily tasks and handle escalations
• Ensure high-quality client service and issue resolution
• Maintain compliance with regulatory requirements across trading functions
• Develop and manage process manuals and internal controls

Skills

Leadership

Mentorship

Cross-functional collaboration

Detail-oriented

Fast-paced environment

Team player

Bilingual (English/French)

Regulatory/compliance awareness

Education

University degree in Business/Finance

Tools

Unifide

Broadridge/Dataphile

Portfolio Aid

Job description

Fidelity Canada is seeking a player-coach leader to guide a team of associates, overseeing client onboarding and servicing while assisting advisors with daily tasks. You will manage escalations and ensure a smooth client experience.

The role emphasizes mentorship, regulatory compliance, and process improvements across trading functions. A bilingual English/French background is an asset. The position is hybrid, with in-office and remote work options.