Enhance your career with Fidelity Canada as a Private Wealth Associate based in Toronto. This full time position allows for hybrid flexibility and focuses on delivering exceptional client service.

In this key role, you will manage client relationships by providing individualized service while collaborating closely with the Relationship Manager. Your responsibilities include monitoring investment performance, supporting portfolio management, and ensuring a seamless onboarding process for clients. Your attention to detail will be essential in maintaining compliance and delivering outstanding client experiences.

Key Responsibilities:
• Serve as the first point of contact for client inquiries
• Facilitate and manage client accounts and transactions




• Support compliance and documentation processes
• Assist in developing tailored financial plans
• Participate in business development activities to enhance client engagement

Requirements:
• Over 2 years of experience in wealth management
• Proficient in MS Office and client management systems
• University degree in relevant fields
• Familiarity with high-net-worth clients an asset
• Pursuing CFA, CFP, or similar qualifications

Leverage your financial knowledge and client service skills to thrive at Fidelity Canada.
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📌 Fidelity Canada Private Wealth Associate Ontario
🏢 Fidelity Canada
📍 Ontario