Onboarding Specialist (Vancouver)

Description

Please Note:

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 Onboarding Specialist plays a critical role in delivering a seamless and exceptional client experience during the initial stages in managing the client onboarding process. The successful candidate must have a strong background in account administration and operations.

How You’ll Make an Impact

Client Onboarding and Documentation

• Prepare and process client documentation, including account applications and transfer requests

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

• Collect, review, and verify all client documentation

• Monitor onboarding progress, proactively following up with clients and advisors to resolve issues

• Work collaboratively with the Wealth Advisor to satisfy client needs in a timely manner

Client Relationship Management

• Act as the first point of contact via phone and email for client inquiries

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

• Support Wealth Advisors in delivering a positive client experience

Administration and Process Enhancement

• Liaise with the custodian on day-to-day operational matters (Account opening, Transfer initiation and monitoring)

• Identify potential risks or gaps in documentation that may affect client satisfaction or account setup

• Contribute to continuous improvement initiatives aimed at enhancing client onboarding experience

• Stay updated on industry trends, regulations, and best practices related to financial advisory services

• Ensure regulatory compliance and escalate any issues

What You’ll Need

• Strong industry, product and knowledge of various back-office processing

• Exceptional writing, interpersonal and client service skills required

• 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 Mutual Fund Industry, regulatory and government rules/regulations required

• 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

• Knowledge of Fidelity Clearing Canada product offerings would be an asset

• Bilingual (English and French) would be an asset

What We’re Looking For

• Completion of post-secondary education with a focus in Business, Commerce or Finance required, or equivalent work experience

• 1-2 years of work experience, in a related field required

• Successful completion of Canadian Investment Funds Course (IFIC) or the Canadian Securities Course (CSC) required

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: Total annual cash compensation (base salary plus target bonus) ranges from $65,000 to 76,000 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 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