Wealth Coordinator
Wealth Coordinator
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Job Description
Job Description
You will be working on a flexible hybrid 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 Youll Do
The Wealth Coordinator provides a variety of administrative support to the Wealth Private Wealth and Insurance leadership team. The incumbent interacts with all levels of the organization as well as external partners members of the public to provide information and coordinate meetings on behalf of the Wealth/Private Wealth/Insurance team. In addition this individual plays a leadership role in promoting and championing the brand of the Wealth and Private Wealth within the organization.
How Youll Make an Impact
Administrative Support
Provide all aspects of administrative support to Wealth and Private Wealth leadership team (calendar management expenses etc.)
Develop and implement processes to ensure the efficient operation of the Wealth business
Schedule Showcase meetings (book rooms sending calendar invites and formatting and sending agendas to prospective advisors
Manage the NDA process with prospective advisors (sending for signatures getting copies to legal)
Work with our partners to send due diligence questionnaires to prospective advisors
New Employee Onboarding support
Work with hiring managers to complete job requisitions to begin the hiring process
Collaborate with the hiring manager to complete pre and post hire onboarding checklist
Provide support on day 1/week 1 to validate new employees have access to our teams shared docs LAN folders and other required documents email boxes and distribution lists
Ensure new employee set-up including equipment phones credit cards business cards etc.
Work with the hiring manager to ensure terminated employees are deactivated by the end of their last day of work
Wealth registration and insurance administration
Facilitate the thorough and timely completion of all necessary forms and disclosures pertaining to licensing and suitability
Complete documents in partnership with our insurance and advisor teams to get new advisors E&O insurance
Accurately manage records and documentation associated with licensing activities
Events Planning & Coordination
Plan and coordinate team meetings and team/client events both on-site and off-site
Partner with corporate events team for regional and national events as necessary
Act as first point of contact for the Wealth/Private Wealth and Insurance team
Handle budget and Salesforce reporting for advisor and client events
Liaise and build positive relationships with internal business partners and external clients and vendors
What Were Looking For
University degree or equivalent work experience
3 years of relevant experience in related roles within financial services/wealth management
Securities Course (e.g. CSC) is an advantage
Excellent organizational and planning skills
Excellent verbal and written communication skills
Team player with strong interpersonal skills
Ability to maintain confidentiality and demonstrate considerable use of tact diplomacy discretion and judgement
Strong computer skills in MS Office (Word Excel PowerPoint Outlook) and Adobe Acrobat
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
Employment Type
Full-Time
