Current work authorization for Canada is required for all openings. You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement. 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.What We DoThe Senior Wealth Associate will play a key role in providing advanced operational and client‑service support to our Wealth Advisors and clients. The Senior Wealth Associate will act as a subject‑matter resource for complex requests and high‑impact service. The successful candidate must have a strong background in Wealth Management and operational support.How You’ll Make an ImpactDeliver superior client experience in assisting clients and advisors with day‑to‑day requestsSupport Wealth Advisors in managing and servicing client relationshipsPrepare and participate in client meetings as requiredManage escalations by assessing issues, collaborating with relevant teams, and driving timely resolutionSupport Wealth Advisors in driving growth through proactive outreach and lead qualificationConduct outbound calls to identify and qualify new client opportunitiesMaintain and track a pipeline in CRM, ensuring consistent follow‑upIdentify opportunities within existing client relationships for additional services or referralsSupport Wealth Advisors in financial planning activitiesExecute trades in line with client risk profiles, and provide trade support by executing and coordinating transactions as instructedOperations & Client Journey ManagementOwn and track the end‑to‑end client journey, including account opening,



transfers, and key milestonesPartner with management to monitor progress, identify bottlenecks, and ensure timely onboarding and transfersProactively manage and escalates operational issues to minimize impact on clients and advisorsMaintain accurate client records across CRM and back‑office platformsRun reports and analytics to support advisor insights and operational trackingTeam & Continuous ImprovementSupport technology troubleshooting and operational inquiriesContribute to process improvements and operational efficiency initiativesMentor and train Junior Wealth Associates and Onboarding Specialists to build capability and expertiseWhat We’re Looking ForCompletion of a University degree in Business, Commerce, Finance or related field or equivalent work experience3+ years of relevant experience in the wealth management operations spaceSuperior knowledge of the investment industry and productsBilingual in English and FrenchMust be licensed as a Registered Representative (RR) and have the ability to sell both mutual funds and securitiesFinancial planning experience and familiarity with Salesforce/portfolio management tools are an assetOther designations such as CFA, CIM, CFP,



PFP are an assetWhat You’ll NeedBilingual in English and FrenchStrong knowledge of industry standards, investment products, and wealth management proceduresExceptional communication and relationship‑management skills with a client‑centric mindsetDetail‑oriented with organizational skills and the ability to prioritize competing tasksTeam player with the ability to collaborate with cross‑functional teamsStrong understanding of regulatory requirements applicable to clients, including KYC/AML regulationsUnderstanding of product structures, capital markets and investmentsExcellent understanding of financial market and investment productsTotal RewardsBase salary and discretionary performance bonus: A competitive annual range of $105,000 to $123,000, based on your experience and qualifications.RRSP contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.Equal Prospect & AccommodationFidelity Canada is an equal opportunity employer. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally‑protected ground. Accommodation during the application process: Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at [email protected].#J-18808-Ljbffr

📌 Senior Wealth Associate - C$105,000 - C$123,000 A Year (Winnipeg)
🏢 Fidelity
📍 Winnipeg