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About the Role

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. 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.

Responsibilities

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

Requirements

Current work authorization for Canada is required
Travel is required for this role
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

Skills

Wealth management operations
Advisor onboarding
Practice management support
Transition management
Project coordination
Microsoft 365 proficiency

Location

483 Bay Street in Toronto
3 Robert Speck Parkway in Mississauga

Work Type

Full-time
Flexible hybrid schedule

Experience Level

3-5 years of experience in wealth management operations, advisor onboarding, practice management support, transition management, or project coordination required
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

Education Level

University Degree in a Business, Commerce, Finance or related field required, or equivalent work experience
Investment Representative (IR) Licensing with CIRO, or progressing towards completion required

Salary/Compensations

Total annual cash compensation (base salary plus target bonus) ranges from $73,000 to $90,000

Benefits

RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.

About the Company

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.
Canada's Top 100 Employers
Greater Toronto's Top Employers
Canada's Top Family-Friendly Employers
Canada's Top Employers for Young People
Great Place To Work® Certified
Best Workplaces for Inclusion
Best Workplaces for Mental Wellness
Best Workplaces for Today's Youth
Best Workplaces for Women
Best Workplaces in Financial Services & Insurance
Best Workplaces in Ontario
Best Workplaces with Most Trusted Executive Teams
LinkedIn Top Companies in Canada
Human Resource Director (HRD) - Best Place To Work
HRD - 5-Star Benefit Program
HRD - 5-Star Diversity & Inclusion Employer
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

Equal Opportunity

Fidelity Canada is an equal opportunity employer
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.