Director Wealth Advisor and Client Experience Bilingual

Fidelity Canada•Montreal, QC

15d•CA$163,000 - CA$195,000•Hybrid

About The Position

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.

Requirements

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.
Bilingual in French and English.
Proven track record leading and registered advisors.
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.

Nice To Haves

Post graduate experience, Securities Course (e.g. CIM, CFA) Partners, Directors and Senior Officers Course (PDO) is an asset.

Responsibilities

Leading and coaching our Wealth Advisors and Relationship Managers to execute and deliver on our Holistic Wealth strategy in Quebec and Eastern Canada.
Collaborating with Fidelity business partners in legal, compliance, marketing, operations, human resources, and Fidelity Clearing Canada to provide exceptional client service.
Onboarding retiring advisors and overseeing the successful transition of clients to our Wealth Advisors.
Collaborating with the Learning and Development team to provide training, develop, and implement practice management ideas to better serve our customers.
Playing 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.
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.
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 leveraged by our advisors to support our clients requirements.
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.
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.
Responsible for recruiting and growing our Wealth advisors and Relationship Managers in Quebec and Eastern Canada 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.

Benefits

Competitive compensation package
Base Salary and Discretionary Performance Bonus
RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.
Flexible working arrangements.
Comprehensive, employer-paid health and dental plan that starts on day one, including up to $5,000 annually for mental health and therapy services.
Parental leave top-up benefits of 100% of salary for up to 25 weeks.
Up to $650 for home office equipment.
Generous paid time off policy, including two paid days each year to volunteer with a charity of your choice.
Diversity and Inclusion programs, including an active network of Employee Resource Groups.
Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and rewards for achieving required professional designations.