Elevate your career as a Wealth Associate at Fidelity, based in Toronto with a hybrid working model. Focus on enriching client experiences through seamless onboarding and advisory support.
This role is integral for coordinating client accounts and assisting Wealth Advisors to provide tailored financial solutions. You will engage in documentation processes, client follow-ups, and CRM maintenance, ensuring a high standard of service delivery. Your organizational skills and regulatory knowledge will be critical to succeed.
Key Responsibilities:
• Coordinate client onboarding and documentation processes
• Create and present customized client reports
• Support Advisors with investment instructions
• Maintain comprehensive prospect and client records
• Work with custodians for account monitoring
Requirements:
• Bachelor’s degree or equivalent experience
• 2-3 years in the financial industry
• Solid organizational skills
• Understanding of compliance requirements
• Bilingualism in English and French desirable
Utilize your wealth management skills to thrive as a pivotal part of Fidelity's dedicated team.
#J-18808-Ljbffr

📌 Hybrid Wealth Management Associate (Toronto)
🏢 Fidelity Canada
📍 Toronto