Wealth Coordinator

Fidelity Canada; Toronto; Hybrid; CAD 60,000 - 75,000; Full time

Job summary

Fidelity Canada is seeking a Wealth Coordinator to offer administrative support to the Wealth and Private Wealth leadership teams. In this hybrid role, you'll efficiently manage schedules, organize onboarding processes, and coordinate events while working collaboratively with internal and external partners. Ideal candidates hold a university degree and have substantial experience in financial services. Join our inclusive and supportive environment where you can make a significant impact.

Benefits

Flexible working arrangements

Competitive total compensation

Comprehensive health benefits

Parental leave top-up

Up to $650 for home office equipment

Generous time off policy

Access to 11,000 training courses

Qualifications

• 3+ years of relevant experience in financial services/wealth management.
• Securities Course (e.g. CSC) is an advantage.
• Ability to maintain confidentiality and use discretion.

Responsibilities

• Provide administrative support to Wealth leadership team including calendar management.
• Facilitate onboarding and offboarding processes for new employees.
• Plan and coordinate team/client events.

Skills

Organizational skills

Verbal communication

Written communication

Interpersonal skills

Education

University degree or equivalent work experience

Tools

MS Office (Word, Excel, PowerPoint, Outlook)

Adobe Acrobat

Job description

Job Description

This is a hybrid role with a mix of remote and in-office working

Current work authorization for Canada is required for all openings.

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 You’ll Do

The Wealth Coordinator provides a variety of administrative support to the Wealth, Private Wealth and Insurance leadership team. The incumbent interacts with all levels of the organization, as well as external partners members of the public to provide information and coordinate meetings on behalf of the Wealth/Private Wealth/Insurance team. In addition, this individual plays a leadership role in promoting and championing the brand of the Wealth and Private Wealth within the organization.

How You’ll Make an Impact

Administrative Support

• Provide all aspects of administrative support to Wealth and Private Wealth leadership team (calendar management, expenses etc.)

• Develop and implement processes to ensure the efficient operation of the Wealth business

• Schedule Showcase meetings (book rooms, sending calendar invites, and formatting and sending agendas to prospective advisors

• Manage the NDA process with prospective advisors (sending for signatures, getting copies to legal)

• Work with our partners to send due diligence questionnaires to prospective advisors

New Employee Onboarding support

• Work with hiring managers to complete job requisitions to begin the hiring process

• Collaborate with the hiring manager to complete pre and post hire onboarding checklist

• Provide support on day 1/week 1 to validate new employees have access to our teams, shared docs, LAN folders and other required documents email boxes and distribution lists

• Ensure new employee set-up, including equipment, phones, credit cards, business cards, etc.

• Work with the hiring manager to ensure terminated employees are deactivated by the end of their last day of work

Wealth registration and insurance administration

• Facilitate the thorough and timely completion of all necessary forms and disclosures pertaining to licensing and suitability

• Complete documents in partnership with our insurance and advisor teams to get new advisors E&O insurance

• Accurately manage records and documentation associated with licensing activities

Events Planning & Coordination

• Plan and coordinate team meetings and team/client events both on-site and off-site

• Partner with corporate events team for regional and national events as necessary

• Act as first point of contact for the Wealth/Private Wealth and Insurance team

• Handle budget and Salesforce reporting for advisor and client events

• Liaise and build positive relationships with internal business partners and external clients and vendors

What We’re Looking For

• University degree or equivalent work experience

• 3+ years of relevant experience in related roles within financial services/wealth management

• Securities Course (e.g. CSC) is an advantage

• Excellent organizational and planning skills

• Excellent verbal and written communication skills

• Team player with strong interpersonal skills

• Ability to maintain confidentiality and demonstrate considerable use of tact, diplomacy, discretion and judgement

• Strong computer skills in MS Office (Word, Excel, PowerPoint, Outlook) and Adobe Acrobat

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:

Awards

• Canada's Top 100 Employers
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young People

• Great Place To Work Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today's Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

• LinkedIn Top Companies in Canada

• Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o 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