Wealth Transition Specialist

• 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

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.

 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 environment, 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.

• 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

• 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.

• 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 escalate to the Manager or team as appropriate

• 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

• 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

• 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 coordination
• Experience managing administrative workflows, tracking deliverables, or supporting projects required
• Experience with transition or onboarding processes are an asset
• Familiarity with systems such as Broadridge/Dataphile/CRM/Workflow Tracking Systems are an asset
• Microsoft 365 proficiency is an asset

We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well-being tomorrow.

For this role, your total rewards include:

• Base Salary and Discretionary Performance Bonus: Total annual cash compensation (base salary plus target bonus) ranges from $73,000 to $90,000, based on your experience and qualifications.
• RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.

We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at FidelityCanadaStaffing@fidelity.ca.

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

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o    Best Workplaces with Most Trusted Executive Teams 

•    LinkedIn Top Companies in Canada
  
•    Human Resource Director (HRD) - Best Place To Work 
o    HRD - 5-Star Benefit Program 
o    HRD - 5-Star Diversity & Inclusion Employer 

Designations
•    Canadian Compassionate Companies – Certified 
•    Benefits Canada's Workplace Benefits Award - Future of Work Strategy 
•    TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting 
•    Canadian HR Reporter's Most Innovative HR Team