Onboarding Specialist
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Benefits offered by this job
Job summary
Fidelity Canada is seeking an Onboarding Specialist to manage client onboarding and documentation, working with Wealth Advisors to ensure a seamless client experience. The role involves processing applications, ensuring regulatory compliance, and maintaining CRM records.
The position requires 1–2 years of related experience, a post-secondary degree in business/finance, and IFIC/CSC certification. Flexible work arrangements include remote, hybrid, and in-office options.
Qualifications
- Post-secondary degree in business/commerce/finance or related field.
- Canadian IFIC or CSC designation required.
- 1–2 years of relevant work experience in onboarding or related role.
Responsibilities
- Prepare and process client documents including account applications and transfer requests.
- Coordinate onboarding and account opening while ensuring regulatory compliance.
- Review and verify client documentation; monitor progress and follow up with clients and advisors.
- Maintain accurate client records in the CRM and support Wealth Advisors in delivering a positive client experience.
Skills
Education
Tools
Job description
You will be working on a Hybrid office schedule as part of Fidelity's dynamic working arrangement.
Current work authorization for Canada is required for all openings.
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.
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 Onboarding Specialist plays a critical role in delivering a seamless and exceptional client experience during the initial stages in managing the client onboarding process. The successful candidate must have a strong background in account administration and operations.
- Prepare and process client documentation, including account applications and transfer requests
- Coordinate client onboarding and account opening processes, ensuring accuracy and compliance with regulatory requirements
- Collect, review, and verify all client documentation
- Monitor onboarding progress, proactively following up with clients and advisors to resolve issues
- Work collaboratively with the Wealth Advisor to satisfy client needs in a timely manner
- Act as the first point of contact via phone and email for client inquiries
- Build and maintain accurate prospect and client records in CRM system
- Support Wealth Advisors in delivering a positive client experience
- Liaise with the custodian on day-to-day operational matters (Account opening, Transfer initiation and monitoring)
- Identify potential risks or gaps in documentation that may affect client satisfaction or account setup
- Contribute to continuous improvement initiatives aimed at enhancing client onboarding experience
- Stay updated on industry trends, regulations, and best practices related to financial advisory services
- Ensure regulatory compliance and elevate any issues
- Strong industry, product and knowledge of various back-office processing
- Exceptional writing, interpersonal and client service skillsrequired
- Detail-oriented with superior organizational skills and the ability to prioritize tasks
- Team player with the ability to collaborate with cross-functional teams
- Understanding of Mutual Fund Industry, regulatory and government rules/regulations required
- Ability to work in a fast-paced, evolving environment crossing multiple channels and/or workstreams
- Enjoys wearing many hats, rolling up sleeves and getting things done
- Knowledge of Fidelity Clearing Canada product offerings would be an asset
- Bilingual (English and French) would be an asset
- Completion of post-secondary education with a focus in Business, Commerce or Finance required, or equivalent work experience
- 1-2 years of work experience, in a related field required
- Successful completion of Canadian Investment Funds Course (IFIC) or the Canadian Securities Course (CSC) required
We believe exceptional work deserves exceptional recognition. That's why we offer a competitive compensation package designed to support your success today—and your financial well-being tomorrow.
For this role, your total rewards include:
Base Salary and Discretionary Performance Bonus: Total annual cash compensation (base salary plus target bonus) ranges from $65,000 to 76,000 based on your experience and qualifications.
RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.
We're proud to offer a compensation package that aligns with provincial pay transparency requirements.
This posting represents a future vacancy or multiple future vacancies within our organization.
- Flexible working arrangements - 100% remote, hybrid, and in office options
- Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you
- Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapy
- Parental leave top-up to 100% of your salary for a period of 25 weeks
- Up to $650 for home office equipment
- Generous time off policy, including 2 paid days annually to volunteer at 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 and development courses, tuition reimbursement, and monetary rewards for completing a required designation
Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans' status, Aboriginal/Native American status or any other legally-protected ground.
Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at FidelityCanadaStaffing@fidelity.ca.
We are proud to be recipients of the following:
- Canada's Top 100 Employers
- Greater Toronto's Top Employers
- Canada's Top Family-Friendly Employers
- Canada's Top Employers for Young People
- Great Place To Work® Certified
- Best Workplaces for Inclusion
- Best Workplaces for Mental Wellness
- Best Workplaces for Today's Youth
- Best Workplaces for Women
- Best Workplaces in Financial Services & Insurance
- Best Workplaces in Ontario
- Best Workplaces with Most Trusted Executive Teams
- LinkedIn Top Companies in Canada
- Human Resource Director (HRD) - Best Place To Work
- HRD - 5-Star Benefit Program
- HRD - 5-Star Diversity & Inclusion Employer
- Canadian Compassionate Companies - Certified
- Benefits Canada's Workplace Benefits Award - Future of Work Strategy
- TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
- Canadian HR Reporter's Most Innovative HR Team
- Canadian Compassionate Companies - Certified
- Benefits Canada's Workplace Benefits Award - Future of Work Strategy
- TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
- Canadian HR Reporter's Most Innovative HR Team
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