Join Fidelity as a Wealth Advisor Experience Manager to optimize advisor operations in Toronto, Canada. This hybrid role focuses on strengthening advisor relationships and resolving issues effectively.
In this strategic role, you'll be the go-to partner for Fidelity Wealth Advisors, assisting them with operational needs and ensuring seamless service delivery. Your operational judgment and ability to coordinate across teams will directly enhance the advisor experience and operational efficiency.
Key Responsibilities:
• Act as a trusted point of contact for advisors
• Navigate complex business issues efficiently
• Partner with internal teams for timely problem resolution
• Escalate emerging risks and trends to leadership
• Build strong advisor relationships through support
Requirements:
• University degree or equivalent with 3+ years in relevant roles
• Strong understanding of wealth management operations
• Experience managing escalations and stakeholder navigation
• Excellent organizational and prioritization skills
• Strong judgment in quick-paced environments
Become a vital link in enhancing the advisor experience at Fidelity.
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📌 Fidelity Wealth Advisor Experience Manager (Toronto)
🏢 Fidelity International
📍 Toronto