Fidelity Canada is seeking a Transition Specialist to support Financial Advisors and their teams through onboarding and transition activities. You will coordinate administrative tasks, manage timelines, and track milestones to ensure transitions are completed on time. Travel is required, with a hybrid work model and offices in Toronto and Mississauga. The role requires 3-5 years in wealth-management operations or related fields, and an IR licensing with CIRO or progress toward it.
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📌 Wealth Transition Pro: Hybrid Onboarding & Ops Lead (Winnipeg)
🏢 Fidelity International
📍 Winnipeg
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