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Fidelity Canada
This hybrid role involves leading a team of associates while actively participating in day-to-day operations to oversee client onboarding, servicing, and advisor support. The position requires resolving high-priority issues, managing escalations, and ensuring a smooth, compliant experience for clients. The ideal candidate will mentor staff, enhance operational processes, and collaborate with wealth advisors to drive business growth and client satisfaction.
Fidelity Investments Canada offers Mutual Fund and ETFs investing to help you reach your financial goals.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Fidelity Canada.
Fidelity Canada didn’t post a salary, so this is our estimate from similar listings.
59% above the average for this role