Wealth Associate (Toronto)

Fidelity International; Toronto; Vor Ort; CAD 79.000 - 90.000; Vollzeit

Benefits dieser Stelle

Flexible working arrangements

Health benefits

RRSP contribution

Career development programs

Volunteer days

Zusammenfassung

Fidelity Canada is seeking a Wealth Associate to support financial advisors, manage client onboarding, and provide essential sales support and administration from Fidelity Head Office. You will ensure accurate onboarding, prepare client reports, and coordinate with custodians and internal teams.

Ideal candidates have 2-3 years in wealth management operations, strong financial planning skills, and Salesforce experience; bilingual English/French is a plus.

Qualifikationen

• University degree in Business, Commerce, Finance or related field.
• 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).
• Registration with securities regulators required; background checks as required.

Aufgaben

• Provide advisor support and assist with client onboarding and documentation.
• Support sales efforts by maintaining client records in CRM and preparing portfolio reports and meeting materials.
• Coordinate onboarding and account opening processes, liaising with custodians and internal teams to ensure compliance.
• Respond to client inquiries promptly and accurately, executing on cash management and investment instructions.
• Collaborate with operations, compliance, custody and marketing to deliver seamless client service.

Kenntnisse

Bilingual English/French

Client service

Regulatory knowledge

Attention to detail

Cross-functional collaboration

Adaptability

Written communication

Ausbildung

University degree in Business/Commerce/Finance

Tools

Salesforce

Portfolio management tools

CRM system

Jobbeschreibung

What We Do

The Wealth Associate is responsible for advisor support, client on-boarding, sales support and administration. The successful candidate must have a strong background in portfolio administration and operations.

In this role, the Wealth Associate will play a crucial part in managing client onboarding process. As a Wealth Associate, you will oversee various tasks from Fidelity Head Office and clients, while also incorporating responsibilities listed below.

How You’ll Make an Impact

• 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 Advisors 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

What You’ll Need

• 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

What We’re Looking For

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)

This role requires registration with one or more securities regulators. The incumbent must meet all background investigation requirements, including but not limited to, education, credit, litigation and criminal checks, as required by securities regulators. Continued employment in this role is also contingent upon you meeting the on-going registration requirements.

Total Rewards That Reflect Your Impact

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 $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.
• We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.

Some of the ways we’ll help you feel valued and supported as part of our team:

• 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 an equal opportunity employer 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.
• Accommodation during the application process 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 [e-mail].
• No telephone inquiries or agencies please.
• We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

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 Designations
• 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

About Us

Fidelity Canada has become an employer of choice for talented people seeking rewarding career opportunities in the financial services industry. We look to hire outstanding individuals who want to maximize their potential and be challenged in all aspects of their professional careers. To help our employees excel in their roles at Fidelity, we provide everyone here with the best training, resources and support possible throughout their careers. With our help, there’s no limit to what you can accomplish here. We’re excited you’re considering Fidelity for your career plans.

The Search Jobs section is your online source for job opportunities at Fidelity. Using our site is simple—just take a few moments to create an online profile for your ideal job. Your profile is then automatically matched to open positions and you are notified via e‑mail each time a match is made. Or, if you prefer, you can search our list of jobs before registering with us.

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 [e-mail].

Fidelity respects the privacy of your information.

We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.