Become a Wealth Associate at Fidelity Canada and engage in a hybrid role dedicated to advisor and client service. Use your skills to streamline onboarding processes and enhance client interactions.As a Wealth Associate, you will oversee the client onboarding process, ensuring compliance and accuracy in all documentation. Your ability to collaborate with advisors and support sales initiatives will be essential for client relationship management. This role demands robust organizational and detail-oriented skills.Key Responsibilities:Provide support to advisors during client onboardingEnsure accurate processing of client documentationTrack and manage client onboarding and account openingsRespond promptly to client inquiries and requestsAssist in the preparation of meeting materials and reportsRequirements:Bachelor's degree or equivalent experience in finance2–3 years of wealth management operations experienceStrong skills in financial planning tools and CRMMust hold CSC and CPH certificationsBilingual (English and French) is preferredBring your expertise in wealth management to contribute to Fidelity Canada's commitment to exceptional client service.

📌 Wealth Associate - Client Support Specialist (Vancouver)
🏢 Fidelity Canada
📍 Vancouver