Wealth Transition Specialist

Job Description

Please note:

• Current work authorization for Canada is required for all openings
• This is a regular, full-time role
• You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement
• The work location for this role is 483 Bay Street in Toronto until approximately late 2026 when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.
• Travel is required for this role

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.

The Transition Specialist plays a key role in supporting Financial Advisors and their teams through onboarding and transition activities. This position is responsible for coordinating administrative tasks, managing timelines and checklists, and tracking key milestones to ensure transitions are completed accurately and on time.

Working closely with the Manager, Wealth Management Transitions, and the broader transition team, the Transition Specialist independently manages assigned deliverables while ensuring alignment across Advisors, Associates, and internal partners. This role is well-suited for a detail-oriented and highly organized individual who thrives in a fast-paced environment, manages multiple priorities effectively, and delivers consistent, high-quality execution.

As part of a growing function, this position also offers an exciting opportunity to contribute to the build-out of transition workflows, tools, and tracking mechanisms, helping to shape and improve how advisor transitions are executed in the future.

• Coordinate administrative components of advisor transactions, including onboarding requirements and operational setup
• Execute assigned transition tasks and checklists with a high level of accuracy and timeliness
• Partner with the Manager, Wealth Management Transitions, and the transition team to align on priorities, timelines, and deliverables
• Provide on-site and/or remote support during transitions, including assistance with client communications, tools, workflows, and training as needed

• Develop and maintain effective working relationships with Advisors, Associates, and internal business partners to support successful transitions
• Build credibility and trust
• Coordinate across multiple functional areas to align priorities
• Escalate complex issues
• Support the delivery of a positive advisor experience by managing expectations and addressing concerns throughout the transition lifecycle.

• Maintain and update tracking tools to monitor key milestones, deliverables, and deadlines
• Proactively follow up with internal teams to drive timely completion of tasks
• Ensure all transition activities are completed within defined service expectations and timelines
• Identify potential delays or risks and elevate to the Manager or team as appropriate

• Contribute to the development and refinement of transition workflows and processes
• Support the creation and enhancement of templates, trackers, and reporting tools to improve team efficiency and automation opportunities
• Participate in initiatives that increase scalability, consistency, and effectiveness across transitions
• Conduct root cause analysis to identify process gaps and bring forward ideas to improve the transition experience for Advisors and clients

• Strong organizational skills and attention to…