Director Advisor and Client Experience

1 week ago

Toronto, Ontario, Canada Fidelity Canada Full time
Job Description

Current work authorization for Canada is required for all openings.

You will be working on a hybrid schedule as part of Fidelity's dynamic working arrangement.

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

The Director Advisor and Client Experience will be leading and coaching our Wealth Advisors and Relationship Managers to execute and deliver on our Holistic Wealth strategy. The incumbent will collaborate with our Fidelity business partners in legal, compliance, marketing, operations, human resources, and Fidelity Clearing Canada to provide exceptional client service.

The successful candidate will be responsible for onboarding retiring advisors and overseeing the successful transition of clients to our Wealth Advisors, along with collaborating with the Learning and Development team to provide training, develop, and implement practice management ideas to better serve our customers. The Director Advisor and Client Experience will play a key role in the development/achievement of defined goals for advisors through the profitable delivery of superior client service and high-quality wealth management solutions to our customers, as well as recruitment of the experienced advisors.

How You'll Make an Impact

  1. Leadership and Coaching
    • Provide direction, support and feedback to Relationship Managers (RM) and Wealth Advisors (WA) in dealing with complex client issues
    • Build close working relationships with internal stakeholders and provide strategic direction to help achieve goals
    • Establish and facilitate the sharing of best practices to enhance operational efficiency and enhancement of client experience
    • Lead the successful transition of clients from retiring advisors to our Relationship Managers and Wealth Advisors in partnership with our operations/transition team
    • Understand competitive landscape in terms of best practices within the industry
  2. Define KPIs for the advisor teams and a strategy to deliver an exceptional client experience
    • Build service level guidelines to help advisors deliver exceptional client experience
    • Lead and drive a customer focused culture through by working with advisors to deepen client relationships and leverage other Fidelity Wealth business partner to help clients achieve their goals
    • Work with business leaders to manage the development, communication, implementation and measurement of operational activities
    • Develop a network of external COI that can be leverage by our advisors to support our clients requirements
  3. Establish Fidelity's presence within Wealth Management Space
    • Identify opportunities to develop and execute strategies that will maximize market penetration and increase customer loyalty
    • Find opportunities for Fidelity to speak at industry events and attend conferences/industry events
  4. Lead the risk mitigation strategy, ensuring effective management controls are in place
    • Maintain a high degree of working knowledge of regulatory and legislative requirements across the country
    • Work with Compliance on regulatory policies /procedures and legal team to implement regulatory changes
  5. Recruitment and development
    • Responsible for recruiting and growing our Wealth advisors and Relationship Managers in key markets as our pipeline of transitioning advisors grows
    • Partner with our Business Development VP during the recruitment cycle to demonstrate the value of Fidelity for prospective retiring advisors and their clients
    • Participate and work with the wealth team and the broader Fidelity ecosystem to design a best in class showcase for prospective retiring advisors
    • Develop a strong culture of learning whereby the team can develop their skills through training, conferences, and increased transparency into partner systems
    • Review business continuity plan (BCP) is in place and understood by all staff in the event of a work interruption

What We're Looking For

  • University degree in Business, Commerce, Finance/related fields or equivalent work experience
  • 10+ years of relevant experience including experience leading advisors or client facing teams within wealth management
  • Must have CSC, CPH, WME, Branch Managers Course, Derivatives and Options Course, Options and Derivatives Supervisor
  • Bilingual in French is an advantage
  • Post graduate experience, Securities Course (e.g. CIM, CFA) Partners, Directors and Senior Officers Course (PDO) is an asset

What You'll Need

  • Exceptional communication skills: ability to articulate complex scenarios clearly and succinctly
  • Networking and collaborating: build and sustain meaningful relationships with key stakeholders in order to achieve the goals of the group
  • Innovation: willing to take risks and challenge the conventional wisdom to build products, services and channels
  • Strategic perspective: translate the broader organization's business strategy into a clear vision and direction; articulate the vision clearly to build awareness, credibility and commitment
  • Drive for results: take accountability to deliver on the key priorities of the group; build a clear plan to ensure success

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 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.

#J-18808-Ljbffr

  • Director Advisor And Client Experience

    5 days ago

    Toronto, Ontario, Canada Fidelity Canada Full time

    Job DescriptionCurrent work authorization for Canada is required for all openings.You will be working on a hybrid schedule as part of Fidelity's dynamic working arrangement.Who We AreAt 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...

  • Experience Director, Client Engagement

    3 days ago

    Toronto, Ontario, Canada SEPHORA Full time

    Sephora Canada is a passionate community that shares beauty in the world. We are driven by innovation, trends, and delivering outstanding customer experiences.As an Experience Director, Client Engagement, you will oversee all aspects of client experience and services in a specific Sephora store location. This role involves supporting areas such as client...

  • Client Experience Manager

    3 days ago

    Toronto, Ontario, Canada Nicola Wealth Full time

    Nicola Wealth is a recognized leader in the wealth management industry. Our culture emphasizes collaboration, creativity, and entrepreneurial spirit, providing opportunities for growth and development.The Advisory Services Director will lead our Wealth Advisor team in Ontario, driving strategic and operational excellence. This role requires strong leadership...

  • Director, Client Experience

    7 days ago

    Toronto, Ontario, Canada Mackenzie Investments Full time

    Job DescriptionGrade: P9Referral Level: Level 2Division: IGM-MarketingIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million...

  • Director of Customer Experience

    4 days ago

    Toronto, Ontario, Canada Bond Brand Loyalty Full time

    About the PositionThis position requires a senior-level manager with experience in research, strategy, and client management. As our new Research Director Lead, you'll be responsible for leading cross-functional project teams, designing and delivering research projects, and developing program designs that align with key executive stakeholders and client...

  • Director of Client Experience and Partnerships

    5 days ago

    Toronto, Ontario, Canada Investment Management Corporation of Ontario Full time

    About UsAt IMCO, our goal is to deliver best-in-class service to our clients while driving organizational transformation. As a trusted advisor to Ontario's public sector funds, we strive to build strong, long-lasting relationships that benefit both our clients and our organization. In this role, you will play a critical part in achieving this vision by...

  • Strategic Advisor Director

    3 days ago

    Toronto, Ontario, Canada Nicola Wealth Full time

    Nicola Wealth is a dynamic and innovative wealth management company. As a national leader, we strive to deliver exceptional client experiences through our sophisticated financial planning and diversified investment platform.The Advisory Services Director plays a critical role in shaping the performance, direction, and growth of our Wealth Advisor team in...

  • Associate - Client Experience

    14 hours ago

    Toronto, Ontario, Canada RPIA Full time

    We are currently seeking a full-time permanent Associate, Client Relations to join our Client Relations team. This role is essential in ensuring smooth day-to-day operations, enhancing advisor interactions, and contributing to a well-managed and responsive support function.Duties and Responsibilities:Product Knowledge: Maintain a comprehensive understanding...

  • CA-Managing Director

    2 weeks ago

    Toronto, Ontario, Canada LEON CYCLEManaging Director Full time

    Direct message the job poster from LEON CYCLE Managing DirectorLeon Cycle started in Germany in 2014 and has steadily expanded its global presence since then; to Spain, USA, Australia, Italy, France and Canada. Our mission is to design, manufacture and sell e-bikes through various distribution channels (e-commerce, and dealers). Our most popular own e-bike...

  • CA-Managing Director

    1 week ago

    Toronto, Ontario, Canada LEON CYCLEManaging Director Full time

    Direct message the job poster from LEON CYCLE Managing DirectorLeon Cycle started in Germany in 2014 and has steadily expanded its global presence since then; to Spain, USA, Australia, Italy, France and Canada. Our mission is to design, manufacture and sell e-bikes through various distribution channels (e-commerce, and dealers). Our most popular own e-bike...

  • Client Success Director

    1 week ago

    Toronto, Ontario, Canada VML South Africa Full time

    We deliver end-to-end solutions that result in revolutionary work.We are seeking a dynamic and experienced Group Account Director (GAD) with a passion for customer experience to lead and grow a portfolio of key client accounts. As a GAD, you will be the strategic leader responsible for driving client success through the development and execution of...

  • Account Director, Client Experience

    5 days ago

    Toronto, Ontario, Canada Weber Shandwick, Inc. Full time

    ACCOUNT DIRECTOR, CONSUMER, CLIENT EXPERIENCE (CX)POSITION PROFILEAre you passionate about consumer brands? Think airlines, consumer packaged goods and even a social platform that shares ideas to spark inspiration like recipes, home + style and more. Do you have the entrepreneurial spirit to help lead an integrated team across marketing functions? Do you...

  • Client Experience Manager

    3 days ago

    Toronto, Ontario, Canada SEPHORA Full time

    Sephora Canada's mission is to share beauty with the world. We strive for excellence in customer experiences through innovation and trendsetting.As a Client Experience Manager, you will oversee the day-to-day operations of client services in a specific Sephora store location. Key responsibilities include managing the sales floor standards, client service,...

  • Client Experience Specialist

    3 days ago

    Toronto, Ontario, Canada National Bank Full time

    About UsNational Bank is a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible...

  • Client Success Director

    5 days ago

    Toronto, Ontario, Canada AppLovin Full time

    We're looking for a Client Success Director to join our team. As a critical member of the AppLovin Apps team, you'll drive new user acquisition growth for the largest mobile apps globally across various verticals. You'll leverage our best-in-class AI-advertising engine and global reach to help advertisers achieve their UA growth objectives.This role requires...

  • Account Director, Client Experience

    4 weeks ago

    Toronto, Ontario, Canada Weber Shandwick, Inc. Full time

    ACCOUNT DIRECTOR, CONSUMER, CLIENT EXPERIENCE (CX)POSITION PROFILEAre you passionate about consumer brands? Think airlines, consumer packaged goods and even a social platform that shares ideas to spark inspiration like recipes, home + style and more. Do you have the entrepreneurial spirit to help lead an integrated team across marketing functions? Do you...

  • Canada Operations Director

    1 week ago

    Toronto, Ontario, Canada LEON CYCLEManaging Director Full time

    This is an exceptional opportunity for an accomplished executive to lead our Canadian operations as Managing Director. The successful candidate will drive growth, profitability, and operational excellence, while fostering a culture of innovation and excellence within the organization.Key Accountabilities:Revenue Growth: Develop and execute strategies to...

  • Client Experience Manager

    2 weeks ago

    Toronto, Ontario, Canada Fidelity Canada Full time

    Job DescriptionYou will be working on a pre-defined hybrid schedule as part of Fidelity's dynamic working arrangement.Current work authorization for Canada is required for all openings.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...

  • CA-Managing Director

    7 days ago

    Toronto, Ontario, Canada LEON CYCLEManaging Director Full time

    Position Title: Managing DirectorReports to: Founder & CEOLocation: TorontoLeon Cycle introduction:Leon Cycle started in Germany in 2014 and has steadily expanded its global presence since then; to Spain, USA, Australia, Italy, France and Canada. Our mission is to design, manufacture and sell e-bikes through various distribution channels (e-commerce, and...

  • Senior Labour Relations Advisor

    5 days ago

    Toronto, Ontario, Canada York University Full time

    Purpose: Faculty Relations supports collective bargaining, collective agreement administration and on-going labour-management relations for academic employees of York University, comprising 8 unionized employee groups (approximately 4, employees). Reporting to the Director, Faculty Relations, the Senior Labour Relations Advisor, (Senior Advisor) provides...