Onboarding Specialist (Vancouver)

Fidelity Canada•Vancouver, BC

12d•CA$65,000 - CA$76,000•Hybrid

About The Position

The Onboarding Specialist plays a critical role in delivering a seamless and exceptional client experience during the initial stages in managing the client onboarding process. The successful candidate must have a strong background in account administration and operations.

Requirements

Strong industry, product and knowledge of various back-office processing
Exceptional writing, interpersonal and client service skills required
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 Mutual Fund Industry, regulatory and government rules/regulations required
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
Completion of post-secondary education with a focus in Business, Commerce or Finance required, or equivalent work experience
1-2 years of work experience, in a related field required
Successful completion of Canadian Investment Funds Course (IFIC) or the Canadian Securities Course (CSC) required

Nice To Haves

Knowledge of Fidelity Clearing Canada product offerings would be an asset
Bilingual (English and French) would be an asset

Responsibilities

Prepare and process client documentation, including account applications and transfer requests
Coordinate client onboarding and account opening processes, ensuring accuracy and compliance with regulatory requirements
Collect, review, and verify all client documentation
Monitor onboarding progress, proactively following up with clients and advisors to resolve issues
Work collaboratively with the Wealth Advisor to satisfy client needs in a timely manner
Act as the first point of contact via phone and email for client inquiries
Build and maintain accurate prospect and client records in CRM system
Support Wealth Advisors in delivering a positive client experience
Liaise with the custodian on day-to-day operational matters (Account opening, Transfer initiation and monitoring)
Identify potential risks or gaps in documentation that may affect client satisfaction or account setup
Contribute to continuous improvement initiatives aimed at enhancing client onboarding experience
Stay updated on industry trends, regulations, and best practices related to financial advisory services
Ensure regulatory compliance and escalate any issues

Benefits

Base Salary and Discretionary Performance Bonus: Total annual cash compensation (base salary plus target bonus) ranges from $65,000 to 76,000 based on your experience and qualifications.
RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.
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 $5000 annually for mental health services and therapy
Parental leave top-up 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