Wealth Transition Specialist

Job Description Please note: 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 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 We Do 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. How You’ll Make an Impact Transition Coordination and Execution 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 Stakeholder Relationship Management 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. Milestone Tracking and Deadline Management 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 Process Improvement and Tool Development 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 What You’ll Need 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 What We’re Looking For 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 Total Rewards That Reflect Your Impact 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. This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference. We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions. 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. Accommodation during the application process 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 [email protected]. 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. Why Work at Fidelity? We are proud to be recipients of the following: Awards • Canada's Top 100 Employers o Greater Toronto's Top Employers o Canada's Top Family-Friendly Employers o Canada's Top Employers for Young People • Great Place To Work® Certified o Best Workplaces for Inclusion o Best Workplaces for Mental Wellness o Best Workplaces for Today's Youth o Best Workplaces for Women o Best Workplaces in Financial Services & Insurance o Best Workplaces in Ontario 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

The Transition Specialist coordinates administrative tasks, manages timelines, and tracks milestones to support Financial Advisors through onboarding and transition activities. They also contribute to the development of transition workflows, tools, and reporting mechanisms to improve operational efficiency.

Candidates must have 3-5 years of experience in wealth management operations or project coordination and hold a university degree in a business-related field. Investment Representative (IR) licensing with CIRO is required or must be in progress.

• RRSP contribution • Discretionary performance bonus • Flexible hybrid schedule • Inclusive environment

• Project CoordinationPreferred
• interpersonal skillsPreferred
• Attention to detailPreferred
• Data analysisPreferred
• Communication SkillsPreferred
• Process ImprovementPreferred
• Stakeholder ManagementPreferred

Identified from the job description. Confirm important requirements above.

• Wealth management operations
• Advisor onboarding
• Transition management
• Project coordination
• Administrative workflows
• Stakeholder management
• Milestone tracking
• Process improvement
• Communication skills
• Interpersonal skills
• Attention to detail
• Organizational skills
• Workflow development
• Data analysis
• Client support
• Microsoft 365
• Workplace Inclusivity
• Relationship Management
• Workflow Management
• Organizational Skills
• Expectation Management
• Client Onboarding
• Administrative Functions
• Compassion
• Artificial Intelligence
• Automation
• Customer Relationship Management
• Management
• Checklists
• Communication
• Finance
• Financial Services
• Scalability
• Innovation
• Interpersonal Communications
• Milestones (Project Management)
• Operations
• Practice Management
• Wealth Management
• Project Coordination
• Timelines
• Transition Management
• Process Improvement
• Templates
• Coordinating
• Root Cause Analysis
• Reporting Tools
• Detail Oriented

• Finance & Accounting
• Administrative
• Management & Leadership
• Customer Service & Support
• Consulting
• Transition Specialist
• Project Management Analyst
• Management and Organization Analysts
• Project Management Specialists

Minimum education

Bachelor’s degree

Minimum experience

2+ years

Posting language

English

Working hours

40 hours per week