Team Manager Wealth Support

Description

This is a hybrid role with a mix of remote and in-office working

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 You’ll Do

This is a player-coach role where the ideal candidate will lead a team of associates while actively engaging in day-to-day 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 high-priority issues, providing mentorship and hands-on involvement in delivering exceptional client service.

How You’ll 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 client-first approach, striving to deliver proactive and personalized client service to ensure long-term relationship sustainability.

• Collaborate with wealth advisors to support business development initiatives and enhance the client experience.

What We’re Looking For

• University degree in Business, Commerce, Finance/related fields or equivalent work experience

• 5-7 years of relevant wealth management experience

• Registration with CIRO as an Registered Representative (RR) is nice to have

• Canadian Securities Course (CSC) & Conduct and Practices Handbook (CPH) along with Wealth Management Essentials (WME) is an asset

• Life License Qualification Program (LLQP) and/or Chartered Life Underwriter (CLU®) designation/ Certified Financial Planner (CFP®) designation is an asset.

• Experience with the following is an asset: Unifide, Broadridge/Dataphile, & Portfolio Aid

What You’ll 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

• Detail-oriented with superior organizational skills and the ability to prioritize tasks

• Team player with the ability to collaborate with cross-functional teams

• Ability to work in a fast-paced, 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

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 $111,000 to $135,000, 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.