Company: Fidelity Investments

Location: Toronto, ON

Expected salary:

Job date: Wed, 25 Jun 2025 06:49:58 GMT

Job description: Job DescriptionWho We AreAt 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.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:What We DoThe 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 You’ll Make an Impact– Advisor Support and Client OnboardingWork collaboratively with the Advisor to satisfy client needs in a timely, responsive mannerPrepare and present reports and recommendations to clients based on Advisors directionPrepare and process client documentation, including account applications, forms, prospect letters and other related paperwork using digital toolsCoordinate and track client onboarding and account opening processes, ensuring accuracy and compliance with regulatory requirements.Follow up with clients on missing or incomplete documentationSupport Advisors, by executing investment instructions and/or account changes.Proactively identify and implement strategies to address client needs– Sales Support and Client Relationship ManagementBuild and maintain accurate prospect and client records in CRM systemPrepare and customize client portfolio reports, presentation materials, proposals and meeting agendas and other materials supporting client meetingsActively support the implementation of client wealth strategies through detailed and accurate management of portfolio administration tasks and activitiesRespond to client inquiries in a timely, responsive, and professional manner, including executing on client cash management requests– AdministrationLiaise with the custodian on day-to-day operational matters – Account opening, Transfer initiation and monitoring and perform daily reconciliation dutiesManage and coordinate the onboarding process for a new advisor, sometimes with several hundred new clients at the same timeStay updated on industry trends, regulations, and best practices related to financial advisory services to provide input on marketing and client service campaignsCollaborate with internal and external stakeholders, such as operations, compliance, custody and marketing, to ensure seamless client service deliveryWhat You’ll NeedStrong industry, product, and wealth management procedures knowledgeExceptional writing, interpersonal and client service skillsDetail-oriented with superior organizational skills and the ability to prioritize tasksTeam player with the ability to collaborate with cross-functional teamsUnderstanding of regulatory requirements applicable to clients, including KYC/AML regulationsAbility to work in a fast-paced, evolving environment crossing multiple channels and/or workstreamsEnjoys wearing many hats, rolling up sleeves and getting things doneWhat We’re Looking ForCompletion of a University degree in Business, Commerce, Finance or related field or equivalent work experience2-3 years of relevant experience in the wealth management operations spaceStrong financial planning experience and Salesforce experience/familiarity with Portfolio Management ToolsExperience with Dataphile, uniFide system, Salesforce would be an assetCurrently licensed as IR or RR and must have Canadian Securities Course (CSC)& Conduct & Practice Handbook (CPH)Fidelity Canada is an equal opportunity employerFidelity 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 processFidelity 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

• Canada’s Top 100 Employers

o Greater Toronto’s Top Employers
o Canada’s Top Family-Friendly Employers
o Canada’s 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 Today’s 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 EmployerDesignations

• Canadian Compassionate Companies – Certified
• Benefits Canada’s Workplace Benefits Award – Future of Work Strategy
• TalentEgg National Recruitment Excellence Award – Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter’s Most Innovative HR Team

Job Summary: Wealth Associate at Fidelity

Who We Are:
Fidelity has over 35 years of experience helping Canadian investors achieve better financial futures. As a privately-owned company, Fidelity embraces innovation and is focused on growth in the wealth management sector.

Role Overview:
The Wealth Associate supports financial advisors by managing client onboarding, sales support, and administrative tasks. This position is crucial for ensuring compliance and timely assistance to clients while maintaining strong operational processes.

Key Responsibilities:

1. Client Support:

   • Collaborate with advisors to meet client needs.
   • Prepare and present reports and recommendations.
   • Process client documentation and manage account opening.

2. Sales Support:

   • Maintain client and prospect records in CRM systems.
   • Prepare customized portfolio reports and meeting materials.
   • Respond to client inquiries and manage cash requests.

3. Administration:

   • Liaise with custodians for operational matters.
   • Oversee onboarding processes for new advisors.
   • Stay updated on industry trends and regulations.

Qualifications:

• University degree in Business, Finance, or related field or equivalent experience.
• 2-3 years in wealth management operations.
• Familiarity with financial planning and tools like Salesforce.
• Licenses: Investment Representative (IR) or Registered Representative (RR), Canadian Securities Course (CSC), and Conduct & Practice Handbook (CPH).

Work Environment:
Fidelity promotes a diverse and inclusive workplace, offering various awards for being a great employer. Accommodations are available for candidates with disabilities during the application process.

Why Join Us?
Fidelity is recognized as one of Canada’s top employers in various categories, showcasing its commitment to employee well-being and inclusion.

Application Process:
Candidates interested should apply directly, and only those selected for an interview will be contacted.