Hybrid Wealth Operations Associate: Onboarding & Support

fil; Vancouver (WA); Hybrid; USD 56,000 - 63,000; Full time

Benefits offered by this job

Remote options

RRSP contribution program

Health benefits for employees

Parental leave benefit

Home office equipment allowance

Volunteer days

Professional development opportunities

Diversity & Inclusion programs

Job summary

Fidelity Canada is seeking a Wealth Associate to support advisors, onboard clients, and handle administration with a strong background in portfolio administration. You will coordinate with Fidelity Head Office and clients, ensuring compliant onboarding and accurate recordkeeping across multiple systems.

The ideal candidate has 2–3 years in wealth operations, is licensed as IR or RR with CSC & CPH, and is bilingual in English and French.

Qualifications

• University degree in Business, Commerce, Finance or related field.
• 2-3 years of relevant wealth management operations experience.
• Strong financial planning experience and Salesforce familiarity.
• Currently licensed as IR or RR and must have CSC & CPH.
• Knowledge of regulatory requirements (KYC/AML).

Responsibilities

• Satisfy client needs in a timely, responsive manner.
• Prepare and present reports and recommendations to clients.
• Process client documentation and onboarding paperwork.
• Coordinate client onboarding and account opening processes.
• Support Advisors by executing investment instructions.
• Identify strategies to address client needs.
• Maintain accurate CRM records.

Skills

Strong writing

Interpersonal skills

Client service

Detail-oriented

Organizational skills

Team player

Regulatory knowledge (KYC/AML)

Bilingual English/French

Education

University degree in Business, Commerce, Finance or related field

Tools

Salesforce

Portfolio Management Tools

Job description

Fidelity Canada is seeking a Wealth Associate to support advisors, onboard clients, and handle administration with a strong background in portfolio administration. You will coordinate with Fidelity Head Office and clients, ensuring compliant onboarding and accurate recordkeeping across multiple systems.

The ideal candidate has 2–3 years in wealth operations, is licensed as IR or RR with CSC & CPH, and is bilingual in English and French.