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 effective operations.
Ideal candidates possess a robust 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 robust 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.
📌 Advisor Support Manager At Fidelity Toronto
🏢 Fidelity Canada
📍 Toronto
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