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Job Description Current work authorization for Canada is required for all openings. You will be working on a hybrid schedule as part of Fidelitys dynamic working arrangement. This is a regular, full-time opportunity. 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 the client onboarding process and will oversee various tasks from Fidelity Head Office and clients. 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 Advisor's 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 The Expertise You Bring 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 Currently licensed as IR or RR and must have Canadian Securities Course (CSC) & Conduct & Practice Handbook (CPH) Bilingualism is an asset This role requires registration with one or more securities regulators. The incumbent must meet all background investigation requirements, including but not limited to, education, credit, litigation and criminal checks, as required by securities regulators. Continued employment in this role is also contingent upon you meeting the on-going registration requirements. 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 a competitive annual range of $79,000 to 90,000, based on your experience and qualifications RRSP Contribution After 6 months of employment, we invest in your future with an RRSP contributionno employee matching required Were proud to offer a compensation package that aligns with provincial pay transparency requirements. Benefits 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 $5,000 annually for mental health services and therapy Parental leave topup 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 11,000 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 legallyprotected 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 . Why Work at Fidelity? Awards Canada's Top 100 Employers Greater Toronto's Top Employers Canada's Top FamilyFriendly Employers Canada's Top Employers for Young People Great Place To Work Certified Best Workplaces for Inclusion Best Workplaces for Mental Wellness Best Workplaces for Today's Youth Best Workplaces for Women Best Workplaces in Financial Services & Insurance Best Workplaces in Ontario Best Workplaces with Most Trusted Executive Teams LinkedIn Top Companies in Canada Human Resource Director (HRD) Best Place To Work HRD 5Star Benefit Program HRD 5Star Diversity & Inclusion Employer Designations 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 Reporters Most Innovative HR Team #J-18808-Ljbffr