Director Advisor and Client Experience
Director Advisor and Client Experience
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Job Description
Job Description
Current work authorization for Canada is required for all openings.
You will be working on a hybrid schedule as part of Fidelitys dynamic working arrangement.
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
The Director Advisor and Client Experience will be leading and coaching our Wealth Advisors and Relationship Managers to execute and deliver on our Holistic Wealth strategy. The incumbent will collaborate with our Fidelity business partners in legal compliance marketing operations human resources and Fidelity Clearing Canada to provide exceptional client service.
The successful candidate will be responsible for onboarding retiring advisors and overseeing the
successful transition of clients to our Wealth Advisors along with collaborating with the Learning and
Development team to provide training develop and implement practice management ideas to better serve our customers. The Director Advisor and Client Experience will play a key role in the development/achievement of defined goals for advisors through the profitable delivery of superior client service and highquality wealth management solutions to our customers as well as recruitment of the experienced advisors.
How Youll Make an Impact
Leadership and Coaching
Provide direction support and feedback to Relationship Managers (RM) and Wealth Advisors (WA) in dealing with complex client issues
Build close working relationships with internal stakeholders and provide strategic direction to help achieve goals
Establish and facilitate the sharing of best practices to enhance operational efficiency and enhancement of client experience
Lead the successful transition of clients from retiring advisors to our Relationship Managers and Wealth Advisors in partnership with our operations/transition team
Understand competitive landscape in terms of best practices within the industry
Define KPIs for the advisor teams and a strategy to deliver an exceptional client experience
Build service level guidelines to help advisors deliver exceptional client experience
Lead and drive a customer focused culture through by working with advisors to deepen client relationships and leverage other Fidelity Wealth business partner to help clients achieve their goals
Work with business leaders to manage the development communication implementation and measurement of operational activities
Develop a network of external COI that can be leverage by our advisors to support our clients requirements
Establish Fidelitys presence within Wealth Management Space
Identify opportunities to develop and execute strategies that will maximize market penetration and increase customer loyalty
Find opportunities for Fidelity to speak at industry events and attend conferences/industry events
Lead the risk mitigation strategy ensuring effective management controls are in place
Maintain a high degree of working knowledge of regulatory and legislative requirements across the country
Work with Compliance on regulatory policies /procedures and legal team to implement regulatory changes
Recruitment and development
Responsible for recruiting and growing our Wealth advisors and Relationship Managers in key markets as our pipeline of transitioning advisors grows
Partner with our Business Development VP during the recruitment cycle to demonstrate the value of Fidelity for prospective retiring advisors and their clients
Participate and work with the wealth team and the broader Fidelity ecosystem to design a best in class showcase for prospective retiring advisors
Develop a strong culture of learning whereby the team can develop their skills through training conferences and increased transparency into partner systems
Review business continuity plan (BCP) is in place and understood by all staff in the event of a work interruption
What Were Looking For
University degree in Business Commerce Finance/related fields or equivalent work experience
10 years of relevant experience including experience leading advisors or client facing teams within wealth management
Must have CSC CPH WME Branch Managers Course Derivatives and Options Course Options and Derivatives Supervisor
Bilingual in French is an advantage
Post graduate experience Securities Course (e.g. CIM CFA) Partners Directors and Senior Officers Course (PDO) is an asset
What Youll Need
Exceptional communication skills: ability to articulate complex scenarios clearly and succinctly
Networking and collaborating: build and sustain meaningful relationships with key stakeholders in order to achieve the goals of the group
Innovation: willing to take risks and challenge the conventional wisdom to build products services and channels
Strategic perspective: translate the broader organizations business strategy into a clear vision and direction; articulate the vision clearly to build awareness credibility and commitment
Drive for results: take accountability to deliver on the key priorities of the group; build a clear plan to ensure success
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:
Director
Employment Type
Full-Time
