Elevate advisor operations as an Advisor Experience Manager at Fidelity in Toronto. This hybrid position focuses on enhancing advisor support while navigating complex challenges and solutions.
As part of Fidelity's dynamic team, you will manage escalations, provide operational guidance, and deliver high-touch support for Wealth Advisors. You will leverage your skills in relationship management and operational judgment while collaborating across functions to ensure advisors receive timely assistance. Your role is critical in resolving client issues and maintaining operational efficiencies within the wealth management ecosystem.
Key Responsibilities:
• Serve as a main contact for advisor operational support
• Guide advisors through complex business situations




• Collaborate with internal teams for issue resolution
• Manage and prioritize daily advisor needs
• Increase efficiency through insights and recommendations
Requirements:
• University degree or equivalent experience
• 3+ years in wealth management or advisor support
• Solid knowledge of Canadian regulatory environments
• Proven track record in escalation management
• Excellent communication and problem-solving skills
Your expertise in advisor support and operational challenges will greatly enhance Fidelity’s service quality and efficiency.
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📌 Fidelity Advisor Experience Manager Role (Toronto)
🏢 Fil
📍 Toronto