Job Description

This is a hybrid role with a mix of remote and in-office working Current work authorization for Canada is required for all openings.

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 You’ll Do

This is a player-coach role where the ideal candidate will lead a team of associates while actively engaging in day-to-day operations. They will oversee client onboarding and servicing, support advisors with their daily tasks, handle escalations and client concerns directly, and ensure a smooth experience for clients. The successful candidate will also take responsibility for resolving high-priority issues,



providing mentorship and hands‑on involvement in delivering exceptional client service.

How You’ll Make an Impact

Leadership

- Oversee escalations and client concerns, investigating root causes and delivering timely, effective solutions.
- Enhance processes for performance and compliance management to ensure smooth operations.
- Identify and implement operational efficiencies to improve team productivity and enhance the client experience.
- Oversee risk management practices and ensure full compliance with regulatory requirements across all trading functions.
- Continuously assess team capabilities and implement strategies to support business growth and improve overall service levels.
- Coach and mentors staff members and contribute to the continuous improvement of internal processes and client service delivery.
- Develop and manage key business process and procedures manuals.
- Liaise with internal risk, internal audit, legal and compliance to implement solid internal controls and mitigate risks.
- Manage internal and external audit requests and collaborate with internal resources to deliver successful results.

Client and Advisor Support

- Execute investment recommendations by processing trades, ensuring they comply with client instructions and align with overall investment strategies.
- Liaise with the custodian on day to day operational matters -

📌 Team Manager Wealth Support (Vancouver)
🏢 Confidential
📍 Vancouver