23 Aug
|
Fidelity Canada
|
Toronto
23 Aug
Fidelity Canada
Toronto
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
📌 Wealth Associate (Toronto)
🏢 Fidelity Canada
📍 Toronto