Directeur/Directrice en chef bilingue, Expérience client et conseiller/Director Wealth Advisor and Client Experience Bilingual
Core
Lead Wealth Advisors and Client Relations teams to execute the global wealth management strategy for Quebec and Eastern Canada, ensuring exceptional client service and managing retirement transitions.
Role type
Senior Director, Wealth Management & Client Experience
Builds
Wealth management solutions and client service strategies for Fidelity Canada
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Strategic leadership, team management, client relationship management, retirement transition planning, regulatory compliance, market penetration strategy, recruitment, performance metric definition
Preferred skills
CIM or CFA designation, Associate/Executive Director course completion
Technologies
N/A
Responsibilities
Provide guidance to Wealth Advisors and Client Relations managers on complex client issues; Manage the transition of retiring advisors' clients to new advisors; Develop and implement best practices to improve operational efficiency and client experience; Define key performance indicators and service level guidelines for the team; Lead risk mitigation strategy and ensure regulatory compliance; Recruit and develop Wealth Advisors and Client Relations staff in Quebec and Eastern Canada
Seniority
Senior, hands-on IC with strategic oversight
