Bilingual Wealth Transition Planner — Onboarding

2 weeks ago


Toronto, Canada Fidelity International Full time

A leading financial services firm in Toronto seeks a Bilingual Wealth Transition Planner to support financial advisors in onboarding and transitions. The role requires strong organizational and communication skills, along with 3-5 years of experience in financial services. Candidates must be fluent in both English and French, and possess a client-focused mindset. This hybrid position offers a competitive salary ranging from $80,000 to $100,000 along with performance bonuses and RRSP contributions.#J-18808-Ljbffr



  • Toronto, Canada Fidelity International Full time

    A leading financial services firm in Toronto seeks a Bilingual Wealth Transition Planner to support financial advisors in onboarding and transitions. The role requires strong organizational and communication skills, along with 3-5 years of experience in financial services. Candidates must be fluent in both English and French, and possess a client-focused...


  • Toronto, Canada Fidelity International Full time

    A leading financial services firm in Toronto seeks a Bilingual Wealth Transition Planner to support financial advisors in onboarding and transitions. The role requires strong organizational and communication skills, along with 3-5 years of experience in financial services. Candidates must be fluent in both English and French, and possess a client-focused...


  • Toronto, Canada Fidelity International Full time

    A leading financial services firm in Toronto seeks a Bilingual Wealth Transition Planner to support financial advisors in onboarding and transitions. The role requires strong organizational and communication skills, along with 3-5 years of experience in financial services. Candidates must be fluent in both English and French, and possess a client-focused...


  • Toronto, Canada Fidelity Canada Full time

    Join to apply for the Wealth Transition Planner Bilingual role at Fidelity Canada 5 days ago Be among the first 25 applicants Job Description This is a hybrid role with a mix of remote and in-office working Current work authorization for Canada is required for all openings. Who We Are At Fidelity, we’ve been helping Canadian investors build better...


  • Toronto, Canada Fidelity Canada Full time

    Join to apply for the Wealth Transition Planner Bilingual role at Fidelity Canada 5 days ago Be among the first 25 applicants Job Description This is a hybrid role with a mix of remote and in-office working Current work authorization for Canada is required for all openings. Who We Are At Fidelity, we’ve been helping Canadian investors build better...


  • Toronto, Canada Fidelity Canada Full time

    Join to apply for the Wealth Transition Planner Bilingual role at Fidelity Canada 5 days ago Be among the first 25 applicants Job Description This is a hybrid role with a mix of remote and in-office working Current work authorization for Canada is required for all openings. Who We Are At Fidelity, we’ve been helping Canadian investors build better...


  • Toronto, Canada Fidelity International Full time

    # **Job Description****Wealth Transition Planner Bilingual**This is a hybrid role with a mix of remote and in-office working*Current work authorization for Canada is required for all openings.***Who We Are**At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of...


  • Toronto, Canada Fidelity International Full time

    # **Job Description****Wealth Transition Planner Bilingual**This is a hybrid role with a mix of remote and in-office working*Current work authorization for Canada is required for all openings.***Who We Are**At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of...


  • Toronto, Canada Fidelity International Full time

    # **Job Description****Wealth Transition Planner Bilingual**This is a hybrid role with a mix of remote and in-office working*Current work authorization for Canada is required for all openings.***Who We Are**At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of...


  • Toronto, Canada Fidelity International Full time

    # **Job Description****Wealth Transition Planner Bilingual**This is a hybrid role with a mix of remote and in-office working*Current work authorization for Canada is required for all openings.***Who We Are**At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of...