Manager - Wealth Support
Manager - Wealth Support
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Job Description
Job Description
This is a hybrid role with a mix of remote and inoffice working
Current work authorization for Canada is required for all openings.
Who We Are
At Fidelity weve 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 were 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 youll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. Youll have a wide range of opportunities to grow and develop your career in an inclusive environment where youll feel valued and supported to be your best both personally and professionally.
What Youll Do
This is a playercoach role where the ideal candidate will lead a team of associates while actively engaging in daytoday operations. They will oversee client onboarding and servicing support advisors with their daily tasks handle escalations and client concerns directly and ensure a smooth experience for clients. The successful candidate will also take responsibility for resolving highpriority issues providing mentorship and handson involvement in delivering exceptional client service.
How Youll Make an Impact
Leadership
Oversee escalations and client concerns investigating root causes and delivering timely effective solutions.
Enhance processes for performance and compliance management to ensure smooth operations.
Identify and implement operational efficiencies to improve team productivity and enhance the client experience.
Oversee risk management practices and ensure full compliance with regulatory requirements across all trading functions.
Continuously assess team capabilities and implement strategies to support business growth and improve overall service levels
Coach and mentors staff members and contribute to the continuous improvement of internal processes and client service delivery
Develop and manage key business process and procedures manuals
Liaise with internal risk internal audit legal and compliance to implement strong internal controls and mitigate risks
Manage internal and external audit requests and collaborate with internal resources to deliver successful results.
Client and Advisor Support
Execute investment recommendations by processing trades ensuring they comply with client instructions and align with overall investment strategies.
Liaise with the custodian on day to day operational matters Account opening Transfer initiation and monitoring.
Manage and coordinate the onboarding process for a new advisor sometimes with several hundred new clients at the same time.
Maintain a clientfirst approach striving to deliver proactive and personalized client service to ensure longterm relationship sustainability.
Collaborate with wealth advisor to support business development initiatives and enhance the client experience.
What Were Looking For
University degree in Business Commerce Finance/related fields or equivalent work experience
57 years of relevant wealth management experience
Must be registered as an Registered Representative (RR) with CIRO
Must have Canadian Securities Course (CSC) & Conduct and Practices Handbook (CPH) along with Wealth Management Essentials (WME)
Certified Financial Planner (CFP) designation is an asset.
Life License Qualification Program (LLQP) and/or Chartered Life Underwriter (CLU) designation is an advantage
Experience with the following is an asset: Unifide Broadridge/Dataphile & Portfolio Aid
What Youll Need
Leadership: Ability to lead by example motivate and develop a team while also actively contributing to tasks alongside team members.
Mentorship & Coaching: Skill in guiding team members through challenges providing constructive feedback and fostering professional growth.
Strong industry product and wealth management procedures knowledge
Detailoriented with superior organizational skills and the ability to prioritize tasks
Team player with the ability to collaborate with crossfunctional teams
Ability to work in a fastpaced evolving environment crossing multiple channels and/or workstreams
Enjoys wearing many hats rolling up sleeves and getting things done
Bilingual (English and French) would be an asset
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 legallyprotected 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 .
No telephone inquiries or agencies please. We thank all applicants for their interest please be advised that only those selected for an interview will be contacted.
Why Work at Fidelity
We are proud to be recipients of the following:
Awards
Canadas Top 100 Employers
o Greater Torontos Top Employers
o Canadas Top FamilyFriendly Employers
o Canadas Top Employers for Young People
Great Place To Work Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Todays Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams
LinkedIn Top Companies in Canada
Human Resource Director (HRD) Best Place To Work
o HRD 5Star Benefit Program
o HRD 5Star Diversity & Inclusion Employer
Designations
Canadian Compassionate Companies Certified
Benefits Canadas Workplace Benefits Award Future of Work Strategy
TalentEgg National Recruitment Excellence Award Special Award for Diversity & Inclusion in Recruiting
Canadian HR Reporters Most Innovative HR Team
Required Experience:
Manager
Employment Type
Full-Time
