Elevate financial operations with Fidelity as a Wealth Transition Specialist in Toronto. This full-time role involves hybrid work and engagement with financial advisors through onboarding and transitions.
As part of Fidelity’s team, you will support Financial Advisors in coordinating and managing transition activities. Your ability to oversee administrative tasks, manage deadlines, and maintain effective communication will be crucial. This position is ideal for candidates with a keen eye for detail and the ability to navigate a quick-paced environment while ensuring seamless transitions for clients.
Key Responsibilities:
• Coordinate onboarding tasks and operational setups for advisors
• Manage transition checklists and execute tasks accurately
• Collaborate with the transition team on priorities and deliverables
• Provide remote support for client communication and training
Requirements:
• 3-5 years in wealth management operations
• Investment Representative Licensing required
• University degree in Business, Finance, or equivalent
• Strong organizational and communication skills
• Familiarity with CRM or workflow systems is an asset
Utilize your expertise in wealth management operations to enhance advisor transitions at Fidelity.
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