Wealth Associate

Job Description

• Y ou will be working on a Hybrid office schedule as part of Fidelitys dynamic working arrangement.
• Current work authorization for Canada is required for all openings.

Who We Are

At Fidelity weve 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 were 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 youll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. Youll have a wide range of opportunities to grow and develop your career in an inclusive environment where youll 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 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 Youll Make an Impact

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

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

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 Youll 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 Were 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. Thats why we offer a competitive compensation package designed to support your success todayand your financial well-being tomorrow.

For this role your total rewards include :

Were 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 well 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 11000 training and development courses tuition reimbursement and monetary rewards for completing a required designation

Fidelity 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 .

No 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 :

Awards

Canadas Top 100 Employers

o Greater Torontos Top Employers

o Canadas Top Family-Friendly Employers

o Canadas Top Employers for Young People

Great Place To Work Certified

o Best Workplaces for Inclusion

o Best Workplaces for Mental Wellness

o Best Workplaces for Todays Youth

o Best Workplaces for Women

o Best Workplaces in Financial Services & Insurance

o Best Workplaces in Ontario

o Best Workplaces with Most Trusted Executive Teams

LinkedIn Top Companies in Canada

Human Resource Director (HRD) - Best Place To Work

o HRD - 5-Star Benefit Program

o HRD - 5-Star Diversity & Inclusion Employer

Designations

Canadian Compassionate Companies Certified

Benefits Canadas Workplace Benefits Award - Future of Work Strategy

TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting

Canadian HR Reporters Most Innovative HR Team

Required Experience :

IC

Key Skills

Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Organizational skills,Investment Experience,Banking,Securities Law,Financial Planning,Wills

Employment Type : Full-Time

Experience : years

Vacancy : 1