Private Wealth Associate

Please Note:

• Current work authorization for Canada is required for all openings.
• This is a full-time regular role.
• You will be working on a flexible hybrid schedule as part of Fidelitys dynamic working arrangement.

The work location for this role is 483 Bay Street in Toronto until approximately late 2026 when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

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.

Fidelity Wealth is a new wealth management service designed to support financial advisors with their succession planning and transition to retirement. Our mission is to help financial advisors achieve their own retirement goals with confidence knowing that their clients will continue to be offered professional financial advice and leading investment management solutions.

To learn more about Fidelity Wealth please visit: We Do

The Private Wealth Associate is responsible for providing ongoing support for the Relationship Managers and the Private Wealth team. This client focused role will deliver exceptional service to high-net-worth clients by maintaining and growing client relationships through portfolio administration financial planning support investment coordination and proactive client service. The individual in this position will have a strong financial acumen operational excellence and relationship management skills with a passion for wealth management and client experience.

How Youll Make an Impact

Client Relationship Management:

• Serve as a primary point of contact for clients regarding account inquiries transactions and service requests
• Build and maintain trusted relationships through proactive communication and white-glove service
• Coordinate client meetings portfolio reviews and follow-up actions
• Assist Relationship Manager in preparing customized financial presentations and investment proposals
• Assist with problem resolution that enhances the client experience including account opening transfers and all other transactions

Wealth Management Support:

• Support portfolio management activities including account monitoring rebalancing coordination and performance reporting
• Assist in developing financial plans tailored to client goals risk tolerance and investment objectives
• Complete tasks according to outlined processes while proactively communicating with Relationship Manager
• Attend meetings with Relationship Manager when needed provide support and documentation of interactions

Client Onboarding:

• Facilitate account opening onboarding transfers and account maintenance
• Ensure accuracy and compliance of client account documentation and regulatory requirements
• Process client-directed transactions with quality controls and documentation to ensure all is in good order
• Ensuring any operational task is kept onside with regulations policy & procedure including risk mitigation
• Run client reporting for client and transactional oversight
• Work in partnership with our internal partners including Compliance Risk Audit Portfolio Services Group and Tax and Estate planning teams

Business Development:

• Support Relationship Manager with prospecting efforts networking initiatives and client events
• Contribute to marketing initiatives and client engagement strategies

What Were Looking For

• Excellent interpersonal communication presentation and organizational skills
• Strong understanding of investment products financial markets and wealth planning concepts
• High attention to detail and ability to manage multiple priorities in a fast-paced environment
• Fast learner and effective problem solver

What Youll Need

• 2 years of experience in wealth management/private banking/investment operations required
• Proficiency with MS Suite CRM systems and portfolio management platforms required
• University Degree in Finance Economics Business Administration or related field required or equivalent work experience
• Experience working with high net-worth or ultra-high net-worth clients is considered an asset
• CFA CFP CIM or progress towards an industry designation is an asset

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:

• Base Salary and Discretionary Performance Bonus: Total annual cash compensation (base salary plus target bonus) ranges from $68000 to $79000 based on your experience and qualifications.
• RRSP Contribution: After 6 months of employment we invest in your future with anRRSP contributionno employee matching required.

Were proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organizationan opportunity to step into a role where your talents will make a meaningful difference.

We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview the recruiter who contacts you can best answer your questions.

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 $6000 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

We care a lot about fostering a compassionate people-centric culture and are proud to have been named one of Canadas Top 100 employers for the last five years.

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