Job detail for Bilingual Director, Advisor and Client Experience

Job Description

• Anyone applying must have authorization to work in Canada.
• You will work on a hybrid schedule as part of Fidelity’s dynamic working arrangement.
• In this role, which requires bilingualism, you will communicate directly with our clients and colleagues across Canada and must provide service in the official language (French or English) of their choice.

Who we are

At Fidelity, we have been helping Canadians take control of their financial future for over 35 years. We offer individuals and institutions a range of reliable investment portfolios and services, and we are constantly looking for new ways to better serve our clients. As we continue to expand as a private company, we are resolutely driven by innovation in all our areas of business.

Working with us means being part of a diverse group of motivated people who make a real difference in the lives of our clients and communities every day. You will have numerous opportunities to grow and advance your career in an inclusive environment where you will feel valued and supported; an environment conducive to giving your best, both personally and professionally.

**Your **

The Bilingual Director, Advisor and Client Experience leads and coaches our Wealth Advisors and Relationship Managers to implement and deliver our holistic wealth management strategy in Quebec and Eastern Canada. The incumbent collaborates with our Fidelity business partners in the legal, compliance, marketing, operations, human resources, and Fidelity Clearing Canada teams to provide exceptional client service.

The successful candidate will be responsible for managing the transition for retiring advisors and ensuring the successful transfer of clients to our Wealth Advisors. They will also collaborate with the Learning and Development team to provide training, as well as develop and implement practice management ideas to better serve our clients. The Director, Advisor and Client Experience will play a key role in developing and achieving goals set for advisors, ensuring the profitable delivery of excellent client service and high-quality wealth management solutions to our clients, while recruiting experienced advisors.

Your contribution

– Leadership and coaching

• Provide direction, support, and feedback to Relationship Managers and Wealth Advisors to resolve complex client issues.

• Establish and facilitate the sharing of best practices to improve operational efficiency and the client experience.

• Ensure the successful transition of clients from retiring advisors to our Relationship Managers and Wealth Advisors, in partnership with our operations and transition team.

– Define key performance indicators for advisor teams and establish a strategy to deliver an exceptional client experience

• Develop service level guidelines to help advisors provide an exceptional client experience.

• Implement and promote a client-focused culture by collaborating with advisors to deepen client relationships and leveraging other Fidelity Wealth partners to help clients achieve their goals.

• Build a network of external centers of influence that our advisors can leverage to meet our clients' needs.

– Establish Fidelity’s presence in the wealth management sector

• Identify opportunities to develop and execute strategies that will maximize market penetration and increase client loyalty.

• Find opportunities for Fidelity to speak at professional events and participate in industry conferences or events.

– Lead the risk mitigation strategy

• Maintain a high level of practical knowledge of regulatory and legislative requirements across the country.

• Collaborate with the Compliance department regarding regulatory policies and procedures and with the Legal department to implement regulatory changes.

– Recruitment and development

• Manage the recruitment and development of Wealth Advisors and Relationship Managers in Quebec and Eastern Canada as our pool of transitioning advisors grows.

• Collaborate with our VP, Business Development during the recruitment cycle to demonstrate Fidelity’s value to advisors nearing retirement and their clients.

• Collaborate with the wealth management team and the entire Fidelity ecosystem to design an exceptional showcase for advisors nearing retirement.

Required qualifications

• University degree or equivalent professional experience.

• At least 10 years of relevant experience, including leading advisors or client-facing teams in wealth management.

• It is essential to have completed the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) course, the Wealth Management Essentials (WME) course, and the Branch Managers Course.

• Bilingual in English and French.

• Proven experience in managing registered advisors.

• Post-graduate experience, securities training (e.g., CIM or CFA designation), and the Partners, Directors and Senior Officers (PDO) course are assets.

• Excellent communication skills.

• Ability to build and maintain relationships with key stakeholders.

• Ability to translate the organization's overall business strategy into a clear vision and direction.

Total rewards that reflect your contribution

We believe that exceptional work should be rewarded. That is why we offer a competitive compensation program designed to support your success in the present and your financial well-being in the future.

For this position, your total compensation includes the following elements:

• Base salary and discretionary performance bonus: Total annual cash compensation (base salary plus target bonus) ranges from $163,000 to $195,000, depending on your experience and skills.
• RRSP contributions: After six months of employment, we invest in your future by contributing to a Registered Retirement Savings Plan (RRSP), with no requirement for you to contribute.

We are proud to offer a compensation plan that complies with provincial pay transparency requirements.

This posting is for an existing vacancy within our organization. It is an opportunity where your talent will be put to use immediately.

We use the AI-enabled LinkedIn Hiring Assistant to support certain stages of our recruitment process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Assistant, please keep in mind that its answers are not official and must be confirmed by Fidelity for accuracy and completeness. If you are selected for an interview, the recruiter who contacts you will be best placed to answer your questions.

Here are some of our initiatives to value and support you as a member of our team:

• Flexible work arrangements.

• Competitive total compensation, including employer contributions to your group RRSP with no obligation for you to contribute.

• Comprehensive health insurance plan fully paid by the employer that begins upon your start date and includes up to $5,000 per year for mental health and therapy services.

• Supplemental parental leave benefits equivalent to 100% of salary for a period of 25 weeks.

• Up to $650 for home office equipment.

• Generous leave 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 programs and courses, tuition reimbursement, and rewards for obtaining mandatory professional designations.

We are committed to promoting a culture centered on compassion and individuality, and we are proud to have been named one of the 100 Top Employers in Canada over the past five years.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. All qualified applications will be considered without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, veteran status, Aboriginal or Native American status, or any other status protected by law.

Accommodations during the job application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations can be made upon request for candidates participating in the selection process. If you require an accommodation, please email us at @fidelity.ca.