Wealth Associate

Description

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, responsive manner

• Prepare and present reports and recommendations to clients based on Advisors direction

• Prepare and process client documentation, including account applications, forms, prospect letters and other related paperwork using digital tools

• Coordinate and track client onboarding and account opening processes, ensuring accuracy and compliance with regulatory requirements.

• Follow up with clients on missing or incomplete documentation

• Support Advisors, by executing investment instructions and/or account changes.

• Proactively identify and implement strategies to address client needs

- Sales Support and Client Relationship Management

• Build and maintain accurate prospect and client records in CRM system

• Prepare and customize client portfolio reports, presentation materials, proposals and meeting agendas and other materials supporting client meetings

• Actively support the implementation of client wealth strategies through detailed and accurate management of portfolio administration tasks and activities

• Respond to client inquiries in a timely, responsive, and professional manner, including executing on client cash management requests

- Administration

• Liaise with the custodian on day-to-day operational matters - Account opening, Transfer initiation and monitoring and perform daily reconciliation duties

• Manage and coordinate the onboarding process for a new advisor, sometimes with several hundred new clients at the same time

• Stay updated on industry trends, regulations, and best practices related to financial advisory services to provide input on marketing and client service campaigns

• Collaborate with internal and external stakeholders, such as operations, compliance, custody and marketing, to ensure seamless client service delivery

What You’ll Need

• Strong industry, product, and wealth management procedures knowledge

• Exceptional writing, interpersonal and client service skills

• Detail-oriented with superior organizational skills and the ability to prioritize tasks

• Team player with the ability to collaborate with cross-functional teams

• Understanding of regulatory requirements applicable to clients, including KYC/AML regulations

• Ability to work in a fast-paced, evolving environment crossing multiple channels and/or workstreams

• Enjoys wearing many hats, rolling up sleeves and getting things done

• Bilingual in English and French

What We’re Looking For

• Completion of a University degree in Business, Commerce, Finance or related field or equivalent work experience

• 2-3 years of relevant experience in the wealth management operations space

• Strong financial planning experience and Salesforce experience/familiarity with Portfolio Management Tools

• Currently licensed as IR or RR and must have Canadian Securities Course (CSC)& Conduct & Practice Handbook (CPH)

Total Rewards That Reflect Your Impact

We 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: A competitive annual range of $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.

This posting represents a future vacancy or multiple future vacancies within our organization.

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 options

• Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you

• Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapy

• Parental leave top-up to 100% of your salary for a period of 25 weeks

• Up to $650 for home office equipment

• Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice

• Diversity and inclusion programs, including an active network of Employee Resource Groups

• Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation