Client Experience Manager (Financial Services)

Location: Hybrid schedule in Toronto at 483 Bay Street, moving to the new Mississauga office at 3 Robert Speck Parkway in approximately late 2026. Current work authorization for Canada is required.

Salary: CAD 62,000–101,000 annually, plus a discretionary performance bonus.

Company

hirify.global provides investment portfolios and financial services to individual and institutional Canadian investors.

What you will do

• Own relationships with assigned advisor offices and serve as the primary contact for operational inquiries and escalations.
• Coordinate, manage, and document client operational activities while applying Fidelity’s policies and procedures.
• Partner with Advisor Sales and internal support teams to resolve business challenges and strengthen client loyalty.
• Lead service reviews, identify operational issues, and execute action plans with advisor offices.
• Represent client needs internally and promote new systems, services, innovation, and digital adoption.
• Attend advisor sales events or other client-facing meetings in person when requested.

Requirements

• More than 3 years of related experience in the mutual fund or financial services industry.
• At least 2 years of inbound call inquiry experience and/or at least 1 year of transaction or adjustment processing experience.
• Post-secondary degree or equivalent work experience.
• Excellent interpersonal, relationship-building, conflict-resolution, negotiation, problem-solving, organization, and time-management skills.
• Strong knowledge of mutual fund operations, policies, procedures, transaction types, and product offerings.
• Current authorization to work in Canada is required.

Nice to have

• End-to-end customer relationship management experience.
• IFIC or CSC designation.
• Experience with Salesforce, Microsoft Office, call-center technology, AI, chat, and internal recordkeeping applications.

Culture & Benefits

• Inclusive and diverse environment with opportunities for professional development.
• Competitive annual compensation with a discretionary performance bonus.
• Accommodation is available during the application process for candidates with disabilities.
• Recognition as an employer supporting inclusion, mental wellness, family-friendly work, and financial services careers.

Hiring process

• Recruiter-led selection process with final hiring decisions reviewed by Fidelity recruiters.
• Only selected candidates will be contacted for an interview.