Advisor Experience Manager At Fidelity Toronto (Canada)

Advisor Experience Manager At Fidelity Toronto (Canada)

08 Aug
|
Fidelity International
|
Canada

08 Aug

Fidelity International

Canada

Elevate advisor support as an Advisor Experience Manager with Fidelity in Toronto, Canada. This role emphasizes operational judgment and solid 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
Robust 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 strong relationship management and operational efficiency at Fidelity.

📌 Advisor Experience Manager At Fidelity Toronto (Canada)
🏢 Fidelity International
📍 Canada

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