Join Fidelity as an Advisor Support Manager, embracing a hybrid working schedule. This role combines operational judgment and relationship management to enhance advisor experiences in the financial services sector.
As an Advisor Support Manager, you will assist Wealth Advisors in navigating day-to-day challenges while ensuring efficient operations. Ideal candidates possess a solid background in Canadian wealth management and at least 3 years of experience. You will act as a trusted partner for advisors, managing escalations, and advocating for their needs across various internal teams.
Key Responsibilities:
• Address advisor escalations and operational queries
• Collaborate with compliance and operations for seamless resolutions
• Support advisors in complex business situations
• Identify improvement opportunities for advisor operations
• Foster strong advisor relationships to bolster trust
Requirements:
• Completion of a University degree or equivalent
• Minimum of 3 years relevant experience
• Knowledge of advisor business models and operations
• Proven experience in managing escalations
• Strong decision-making and communication skills
Support Fidelity's commitment to enhancing advisor experiences with your operational expertise and relationship management skills.
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📌 Advisor Support Manager at Fidelity (Ontario)
🏢 Fidelity Canada
📍 Ontario
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