Wealth Associate

Fidelity Canada; Vancouver; Hybrid; CAD 79,000 - 90,000; Full time

Benefits offered by this job

RRSP Contribution

Flexible working arrangements

Comprehensive health benefits

Generous time off policy

Parental leave top-up

Job summary

Fidelity Canada in Vancouver is looking for a Wealth Associate responsible for advisor support, client onboarding, and sales administration. The role demands strong knowledge in wealth management, excellent organizational skills, and the ability to collaborate with teams. Candidates must hold a university degree in a related field and have 2-3 years of relevant experience. A competitive salary including bonuses and extensive benefits such as flexible working options and health coverage is offered.

Qualifications

• Strong industry knowledge and wealth management procedures.
• Exceptional writing and client service skills.
• Detail-oriented with superior organizational skills.
• Ability to prioritize tasks in a fast-paced environment.

Responsibilities

• Manage client onboarding and support advisor needs.
• Coordinate documentation and ensure compliance with regulations.
• Build and maintain client records in CRM system.
• Respond to client inquiries in a timely and professional manner.

Skills

Wealth management procedures knowledge

Interpersonal skills

Detail-oriented

Bilingual in English and French

Education

University degree in Business, Commerce, Finance or related field

Completion of Canadian Securities Course (CSC) and Conduct & Practice Handbook (CPH)

Tools

Salesforce

Portfolio Management Tools

Job description

Hybrid Working Schedule

• 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.
• Please note occasional travel may be required for this role.

Job Overview

The Wealth Associate is responsible for advisor support, client onboarding, sales support and administration. The role involves managing the client onboarding process, overseeing various tasks from Fidelity Head Office and clients, while also incorporating responsibilities listed below.

Responsibilities

• Advisor Support and Client Onboarding: Work collaboratively with the Advisor to satisfy client needs in a timely, responsive manner.
• Prepare and present reports and recommendations to clients based on Advisor's direction.
• Prepare and process client documentation, including account applications, forms, prospect letters and other related paperwork using digital tools.
• Coordinate and track client onboarding and account opening processes, ensuring accuracy and compliance with regulatory requirements.
• Follow up with clients on missing or incomplete documentation.
• Support advisors by executing investment instructions and/or account changes.
• Proactively identify and implement strategies to address client needs.
• Sales Support and Client Relationship Management: Build and maintain accurate prospect and client records in CRM system.
• Prepare and customize client portfolio reports, presentation materials, proposals and meeting agendas and other materials supporting client meetings.
• Actively support the implementation of client wealth strategies through detailed and accurate management of portfolio administration tasks and activities.
• Respond to client inquiries in a timely, responsive, and professional manner, including executing on client cash management requests.
• Administration: Liaise with the custodian on day-to-day operational matters—account opening, transfer initiation and monitoring and perform daily reconciliation duties.
• Manage and coordinate the onboarding process for a new advisor, sometimes with several hundred new clients at the same time.
• Stay updated on industry trends, regulations, and best practices related to financial advisory services to provide input on marketing and client service campaigns.
• Collaborate with internal and external stakeholders, such as operations, compliance, custody and marketing, to ensure seamless client service delivery.

Qualifications

• Strong industry, product, and wealth management procedures knowledge.
• Exceptional writing, interpersonal and client service skills.
• 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 regulatory requirements applicable to clients, including KYC/AML regulations.
• 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.
• Bilingual in English and French.

Additional Qualifications

• Completion of a University degree in Business, Commerce, Finance or related field or equivalent work experience.
• 2–3 years of relevant experience in the wealth management operations space.
• Strong financial planning experience and Salesforce experience/familiarity with Portfolio Management Tools.
• Currently licensed as IR or RR and must have Canadian Securities Course (CSC) & Conduct & Practice Handbook (CPH).

Total Rewards

• Base Salary and Discretionary Performance Bonus: competitive annual range of $79,000 to 90,000, 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.

Benefits

• 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 $5,000 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 an equal‑opportunity employer. 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.

Accommodation during the application process: Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request. If you require an accommodation, please email us at [e-mail].