A leading financial services firm is seeking a bilingual Wealth Transition Planner to support financial advisors during onboarding processes. This role requires coordination of activities and client communications, alongside managing multiple priorities in a dynamic environment. The ideal candidate has 3-5 years of experience in wealth management, is detail-oriented, and possesses strong communication and organizational skills. Market-competitive salary of $80,000 - $100,000 is offered with additional performance bonuses, alongside a hybrid work model.#J-18808-Ljbffr
📌 Hybrid Wealth Transition Specialist, Bilingual - $80,000 - $100,000 A Year (Toronto)
🏢 Fidelity Canada
📍 Toronto
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