Elevate your career as an Advisor Experience Manager at Fidelity, working in a hybrid model from Toronto. Leverage your wealth management expertise while providing operational support and enhancing client experiences.

Fidelity is seeking an Advisor Experience Manager to serve as the operational and escalation partner for Wealth Advisors. This pivotal role requires 3+ years in Canadian wealth management or advisor support, focusing on improving advisor efficiency and handling complex situations. You will collaborate directly with internal teams to streamline processes and enhance the advisor experience.

Key Responsibilities:



• Serve as primary contact for advisor operational needs • Navigate complexities in time-sensitive situations • Liaise with compliance and internal teams for issue resolution • Drive clarity in operational processes and approvals • Build solid advisor relationships for increased trust

Requirements: • University degree or equivalent experience • 3+ years in wealth management or advisor support • Solid understanding of Canadian regulatory settings • Experience with escalation management and complex situations • Demonstrated operational judgment in high-stakes environments

Bring your wealth management expertise and operational insight to Fidelity to support our advisors effectively. #J-18808-Ljbffr

📌 Fidelity Advisor Experience Manager Role Toronto
🏢 Fidelity Canada
📍 Toronto