19 Aug
|
Fidelity Canada
|
Ontario
19 Aug
Fidelity Canada
Ontario
Job Description
Please Note:
You will be working on a Hybrid office schedule as part of Fidelity’s energetic 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
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📌 Wealth Associate (Toronto) (Ontario)
🏢 Fidelity Canada
📍 Ontario