What We DoThe 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 ImpactAdvisor Support and Client OnboardingWork collaboratively with the Advisor to satisfy client needs in a timely, responsive mannerPrepare and present reports and recommendations to clients based on Advisors directionPrepare and process client documentation, including account applications, forms, prospect letters and other related paperwork using digital toolsCoordinate and track client onboarding and account opening processes, ensuring accuracy and compliance with regulatory requirements.Follow up with clients on missing or incomplete documentationSupport Advisors, by executing investment instructions and/or account changes.Proactively identify and implement strategies to address client needsSales Support and Client Relationship ManagementBuild and maintain accurate prospect and client records in CRM systemPrepare and customize client portfolio reports, presentation materials, proposals and meeting agendas and other materials supporting client meetingsActively support the implementation of client wealth strategies through detailed and accurate management of portfolio administration tasks and activitiesRespond to client inquiries in a timely, responsive, and professional manner, including executing on client cash management requestsAdministrationLiaise with the custodian on day-to-day operational matters - Account opening, Transfer initiation and monitoring and perform daily reconciliation dutiesManage and coordinate the onboarding process for a recent advisor, sometimes with several hundred new clients at the same timeStay updated on industry trends, regulations, and best practices related to financial advisory services to provide input on marketing and client service campaignsCollaborate with internal and external stakeholders, such as operations, compliance, custody and marketing, to ensure seamless client service deliveryWhat You'll NeedStrong industry, product, and wealth management procedures knowledgeExceptional writing, interpersonal and client service skillsDetail-oriented with superior organizational skills and the ability to prioritize tasksTeam player with the ability to collaborate with cross-functional teamsUnderstanding of regulatory requirements applicable to clients, including KYC/AML regulationsAbility to work in a fast-paced, evolving environment crossing multiple channels and/or workstreamsEnjoys wearing many hats, rolling up sleeves and getting things doneBilingual in English and FrenchWhat We're Looking ForCompletion of a University degree in Business, Commerce,



Finance or related field or equivalent work experience2-3 years of relevant experience in the wealth management operations spaceStrong financial planning experience and Salesforce experience/familiarity with Portfolio Management ToolsCurrently licensed as IR or RR and must have Canadian Securities Course (CSC)& Conduct & Practice Handbook (CPH)This role requires registration with one or more securities regulators. The incumbent must meet all background investigation requirements, including but not limited to, education, credit, litigation and criminal checks, as required by securities regulators. Continued employment in this role is also contingent upon you meeting the on-going registration requirements.Total Rewards That Reflect Your ImpactWe believe exceptional work deserves exceptional recognition. That's why we offer a competitive compensation package designed to support your success today—and your financial well‐being tomorrow. For this role, your total rewards include:Base Salary and Discretionary Performance Bonus: Total annual cash compensation (base salary plus target bonus) ranges from $79,000 to 90,000, 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.We're proud to offer a compensation package that aligns with provincial pay transparency requirements.Some of the ways we'll help you feel valued and supported as part of our team:Flexible working arrangements – 100% remote, hybrid, and in office optionsCompetitive total compensation, including company contributions to your group RRSP without a matching requirement from youComprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapyParental leave top‐up to 100% of your salary for a period of 25 weeksUp to $650 for home office equipmentGenerous time off policy, including 2 paid days annually to volunteer at a charity of your choiceDiversity and inclusion programs, including an active network of Employee Resource GroupsExtensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designationFidelity Canada is an equal opportunity employer Fidelity Canada is committed to fostering a diverse and inclusive workplace.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] telephone inquiries or agencies please.We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.Why Work at Fidelity?We are proud to be recipients of the following:Canada's Top 100 EmployersGreater Toronto's Top EmployersCanada's Top Family-Friendly EmployersCanada's Top Employers for Young PeopleGreat Place To Work® CertifiedBest Workplaces for InclusionBest Workplaces for Mental WellnessBest Workplaces for Today's YouthBest Workplaces for WomenBest Workplaces in Financial Services & InsuranceBest Workplaces in OntarioBest Workplaces with Most Trusted Executive TeamsLinkedIn Top Companies in CanadaHuman Resource Director (HRD) - Best Place To WorkHRD - 5-Star Benefit ProgramHRD - 5-Star Diversity & Inclusion Employer DesignationsCanadian Compassionate Companies – CertifiedBenefits Canada's Workplace Benefits Award - Future of Work StrategyTalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in RecruitingCanadian HR Reporter's Most Innovative HR TeamAbout UsFidelity Canada has become an employer of choice for talented people seeking rewarding career opportunities in the financial services industry. We look to hire outstanding individuals who want to maximize their potential and be challenged in all aspects of their professional careers. To help our employees excel in their roles at Fidelity, we provide everyone here with the best training, resources and support possible throughout their careers. With our help, there's no limit to what you can accomplish here. We're excited you're considering Fidelity for your career plans.The Search Jobs section is your online source for job opportunities at Fidelity. Using our site is simple—just take a few moments to create an online profile for your ideal job. Your profile is then automatically matched to open positions and you are notified via e‐mail each time a match is made. Or, if you prefer, you can search our list of jobs before registering with us.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] respects the privacy of your information.We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

📌 Wealth Associate (Toronto)
🏢 Fidelity International
📍 Toronto