Wealth Associate
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Become a Wealth Associate at Fidelity Canada and engage in a hybrid role dedicated to advisor and client service. Use your skills to streamline onboarding processes and enhance client interactions. As a Wealth Associate, you will oversee the client onboarding process, ensuring compliance and accuracy in all documentation. Your ability to collaborate with advisors and support sales initiatives will be essential for client relationship management. This role demands strong organizational and detail-oriented skills. Key Responsibilities:
- Provide support to advisors during client onboarding
- Ensure accurate processing of client documentation
- Track and manage client onboarding and account openings
- Respond promptly to client inquiries and requests
- Assist in the preparation of meeting materials and reports
- Bachelor's degree or equivalent experience in finance
- 2–3 years of wealth management operations experience
- Strong skills in financial planning tools and CRM
- Must hold CSC and CPH certifications
- Bilingual (English and French) is preferred
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