Wealth Associate (Toronto)

Fidelity Canada; Toronto; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

Fidelity Canada is seeking a Wealth Associate to support advisors, onboard clients, and handle portfolio administration. The role includes client onboarding, sales support, and administrative tasks routed from Fidelity Head Office and client sites.

The successful candidate will collaborate with advisors, manage onboarding tasks, and ensure a smooth client experience across Canada. Occasional travel is required, with a hybrid office schedule in Toronto and Mississauga.

Qualifications

• Strong background in portfolio administration and operations.
• Experience with client onboarding and advisor support.
• Ability to collaborate with advisors and internal teams.

Responsibilities

• Support advisor and client onboarding processes.
• Assist with client onboarding and sales support duties.
• Handle administrative tasks from Fidelity Head Office and clients.

Job description

Job Description

Please Note:

• 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.

• Occasional travel is required for this role.

• 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.

Who We Are

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.

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