Wealth Transition Planner Bilingual

Description Wealth Transition Planner BilingualThis is a hybrid role with a mix of remote and in-office workingWho 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 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 Wealth Transition Planner Bilingual plays a key role in supporting financial advisors and their teams through onboarding and transition processes. This position ensures a seamless experience by coordinating activities, managing timelines and checklists, and providing bilingual support to stakeholders. The ideal candidate is detail-oriented, client-focused, and thrives in a fast-paced environment while managing multiple priorities and delivering exceptional service.Working closely with the Manager, Wealth Management Transitions, the Wealth Transition Planner Bilingual helps manage advisor relationships, track objectives, and support all aspects of the transition, including client communications, documentation, and training. This role requires collaboration with both internal and external parties to ensure the transition is executively smoothly. Candidates must be licensed as an Investment Representative (IR) and have 3–5 years of relevant experience in wealth management or financial services.How You’ll Make an ImpactTransition Planning and ExecutionDeliver planning and contribute to the execution of new advisor transitions, ensuring alignment with the organization’s strategic goals.Coordinate transition meetings with new advisors to prepare them for onboarding and set expectations.Develop and manage detailed transition plans, timelines and checklists and communicate progress to team members.Help track progress of transition projects; identifying risks and proactively managing them to resolution.Proactively identify opportunities to enhance client relationships and the overall transition process.Advisor Support and OnboardingAddress advisor and key stakeholder questions and coordinate with team members to resolve issues promptly to minimize disruption.Coordinate the client onboarding process, ensuring smooth transitions and integration of new clients.Provide on-site support during transitions to assist with client communications, documentation preparation, and training.Ensure high client satisfaction and smooth onboarding processes by monitoring feedback and implementing necessary improvements.Process Improvement and Client SatisfactionContribute to driving process and operational improvements within the transition program, ensuring efficiency and alignment with best practices.Stay updated on industry trends and regulations, implementing adjustments to improve client satisfaction.Identify opportunities to streamline transition workflows and enhance efficiency.Maintain accurate records of transition activities and milestones.LeadershipProvide training and mentorship to wealth support team members and new advisor teamsPrepare status reports and communicate progress to stakeholders.Collaborate with leadership to implement best practices and technology solutions.What We’re Looking ForCompletion of a University degree or equivalent work experience3-5+ years of relevant experienceExperience in the wealth industry, preferably in a client facing or operations roleExperience in strategy and transition planningFluency in English and French (spoken and written) is requiredExperience with Broadridge/Dataphile, Conquest, Microsoft Office 365/CRM is advantageousWhat You Will BringStrong organizational skills, attention to detailsIn-depth knowledge of the wealth management industry and regulatory requirements.Strong communication skills, with the ability to engage with clients directly and manage escalations.Strong focus on process improvement and operational efficiencySkills in leadership through influenceTotal Rewards That Reflect Your ImpactWe 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: A competitive annual range of $80,000 - $100,000, based on your experience and qualifications.Performance Bonus: Eligible for a discretionary bonus that rewards your contributions and results.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.