Become an Advisor Experience Manager with Fidelity, working a hybrid schedule in Toronto. Your role will focus on enhancing advisor operations and resolving client issues swiftly and effectively.This position at Fidelity demands a proactive individual with at least 3 years of experience in the wealth management sector. You will coordinate communications between Wealth Advisors and internal teams, addressing operational challenges while identifying risks and trends.
Robust relationship management skills will be key to your success in this role.Key Responsibilities:- Serve as the go-to contact for advisors' operational support- Manage escalations and complex advisor situations- Liaise with various teams to ensure timely issue resolution- Enhance advisor experience by identifying operational efficiencies- Build solid, trusting relationships with advisorsRequirements:- University degree or relevant work experience- 3+ years in wealth management or compliance roles- Expertise in Canadian financial regulations and operations- Ability to navigate high-pressure environments- Effective prioritization and organizational skillsLeverage your operational excellence and relationship management skills to thrive as a key member of Fidelity's advisory support team.#J-18808-Ljbffr