Wealth Transition Planner Bilingual

Job Description

Wealth Transition Planner Bilingual

This is a hybrid role with a mix of remote and in-office working

Current work authorization for Canada is required for all openings.

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 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 Impact

Transition Planning and Execution

• Deliver 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 Onboarding

• Address 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 Satisfaction

• Contribute 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.
  
  

Leadership

• Provide training and mentorship to wealth support team members and new advisor teams
  
  
• Prepare status reports and communicate progress to stakeholders.
  
  
• Collaborate with leadership to implement best practices and technology solutions.
  
  

What We’re Looking For

• Completion of a University degree or equivalent work experience
  
  
• 3-5+ years of relevant experience
  
  
• Experience in the wealth industry, preferably in a client facing or operations role
  
  
• Experience in strategy and transition planning
  
  
• Fluency in English and French (spoken and written) is required
  
  
• Experience with Broadridge/Dataphile, Conquest, Microsoft Office 365/CRM is advantageous
  
  

What You Will Bring

• Strong organizational skills, attention to details
  
  
• In-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 efficiency
  
  
• Skills in leadership through influence
  
  

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: 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.

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