Job Description Current work authorization for Canada is required for all openings
This is a regular, full-time role
You will be working on a flexible hybrid schedule as part of Fidelity's dynamic working arrangement
The work location for this role is 483 Bay Street in Toronto until approximately late 2026 when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.
Travel is required for this role
Who We Are At Fidelity, we've been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we're constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.
Working with us means you'll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You'll have a wide range of opportunities to grow and develop your career in an inclusive environment where you'll feel valued and supported to be your best - both personally and professionally.
What We Do The Transition Specialist plays a key role in supporting Financial Advisors and their teams through onboarding and transition activities. This position is responsible for coordinating administrative tasks, managing timelines and checklists, and tracking key milestones to ensure transitions are completed accurately and on time.
Working closely with the Manager, Wealth Management Transitions, and the broader transition team, the Transition Specialist independently manages assigned deliverables while ensuring alignment across Advisors, Associates, and internal partners.



This role is well-suited for a detail-oriented and highly organized individual who thrives in a fast-paced setting, manages multiple priorities effectively, and delivers consistent, high-quality execution.
As part of a growing function, this position also offers an exciting opportunity to contribute to the build-out of transition workflows, tools, and tracking mechanisms, helping to shape and improve how advisor transitions are executed in the future.
How You'll Make an Impact Transition Coordination and Execution Coordinate administrative components of advisor transactions, including onboarding requirements and operational setup
Execute assigned transition tasks and checklists with a high level of accuracy and timeliness
Partner with the Manager, Wealth Management Transitions, and the transition team to align on priorities, timelines, and deliverables
Provide on-site and/or remote support during transitions, including assistance with client communications, tools, workflows, and training as needed
Stakeholder Relationship Management Develop and maintain effective working relationships with Advisors, Associates, and internal business partners to support successful transitions
Build credibility and trust
Coordinate across multiple functional areas to align priorities
Escalate complex issues
Support the delivery of a positive advisor experience by managing expectations and addressing concerns throughout the transition lifecycle.




Milestone Tracking and Deadline Management Maintain and update tracking tools to monitor key milestones, deliverables, and deadlines
Proactively follow up with internal teams to drive timely completion of tasks
Ensure all transition activities are completed within defined service expectations and timelines
Identify potential delays or risks and elevate to the Manager or team as appropriate
Process Improvement and Tool Development Contribute to the development and refinement of transition workflows and processes
Support the creation and enhancement of templates, trackers, and reporting tools to improve team efficiency and automation opportunities
Participate in initiatives that increase scalability, consistency, and effectiveness across transitions
Conduct root cause analysis to identify process gaps and bring forward ideas to improve the transition experience for Advisors and clients
What You'll Need Strong organizational skills and attention to detail
Ability to navigate competing stakeholder priorities in a fast-paced environment
Foundational knowledge of wealth management operations and client onboarding processes
Excellent interpersonal skills
Strong communication skills, with the ability to work with advisors, associates, and internal teams
What We're Looking For 3-5 years of experience in wealth management operations, advisor onboarding, practice management support, transition management, or project coordination required
Investment Representative (IR) Licensing with CIRO, or progressing towards completion required
University Degree in a Business, Commerce, Finance or related field required, or equivalent work experience
Experience in the wealth industry required, preferably in advisor operations, onboarding, or co

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📌 Wealth Transition Specialist (Ontario)
🏢 Fil
📍 Ontario