Elevate advisor support as an Advisor Experience Manager with Fidelity in Toronto, Canada. This role emphasizes operational judgment and robust relationship management in a hybrid work setting.
As an Advisor Experience Manager, you’ll serve as the main operational partner for Fidelity Wealth Advisors, addressing daily business needs and resolving client issues. Your expertise in Canadian wealth management will help ensure that advisors operate efficiently and confidently within our ecosystem.
Key Responsibilities:
• Provide guidance on operational processes and approvals
• Serve as the primary contact for advisor escalations
• Liaise with Compliance and Operations for timely resolutions
• Coordinate communications across internal stakeholders
• Support advisors in complex or time-sensitive situations
Requirements:
• 3+ years in advisor support or wealth management
• Strong knowledge of Canadian operations and supervision frameworks
• Proven ability to manage escalations effectively
• Experience working with compliance and operational teams
• Excellent decision-making and communication skills
Drive impactful advisor experiences through robust relationship management and operational efficiency at Fidelity.
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📌 Advisor Experience Manager At Fidelity Ontario
🏢 Fidelity International
📍 Ontario
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