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You will be updated with latest job alerts via emailYou 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.
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 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 Youll 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 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
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
Experience with Dataphile uniFide system Salesforce would be an asset
Currently licensed as IR or RR and must have Canadian Securities Course (CSC)& Conduct & Practice Handbook (CPH)
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
Full-Time