Elevate advisor support at Fidelity as an Advisor Experience Manager in Toronto on a hybrid schedule. Assist Wealth Advisors with operational needs and client issue resolutions.
Fidelity seeks an Advisor Experience Manager to act as the primary support for Wealth Advisors. In this role, you will leverage your solid relationship management and operational judgment to ensure a seamless advisor experience. Responsibilities include guiding advisors through complex situations and coordinating with cross-functional teams for timely issue resolution.
Key Responsibilities:
• Serve as the main contact for advisor escalations • Partner with advisors on time-sensitive business matters • Provide guidance on operational workflows and processes • Liaise with internal teams for issue resolution • Act as a trusted operational partner to Wealth Leadership
Requirements: • University degree or equivalent experience • 3+ years in relevant advisor support roles • Solid understanding of Canadian wealth management • Experience in navigating escalations and complex scenarios • Demonstrated operational judgment in high-pressure settings
Cultivate advisor relationships and enhance operational efficiency as an Advisor Experience Manager at Fidelity. #J-18808-Ljbffr
📌 Advisor Experience Manager In Toronto
🏢 PVH (Tommy Hilfiger/Calvin Klein)
📍 Toronto
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