Senior Wealth Associate

Fidelity Canada • Toronto, ON

1d • CA$105,000 - CA$123,000 • Hybrid

About The Position

Fidelity Wealth is a new wealth management service designed to support financial advisors with their succession planning and transition to retirement. The Senior Wealth Associate will play a key role in providing advanced operational and client-service support to our Wealth Advisors and clients. The Senior Wealth Associate will act as a subject-matter resource for complex requests and high-impact service. The successful candidate must have a strong background in Wealth Management and operational support.

Requirements

• Completion of a University degree in Business, Commerce, Finance or related field or equivalent work experience required
• 3+ years of relevant experience in the wealth management operations space
• Superior knowledge of the investment industry and products
• 1-3 years of experience in a post trade operations role
• Bilingual in English and French
• Must be licensed as a Registered Representative (RR) and have ability to sell both mutual funds and securities
• Bilingual in English and French
• Strong knowledge of industry standards, investment products, and wealth management procedures
• Exceptional communication and relationship-management skills with a client-centric mindset
• Detail-oriented with organizational skills and the ability to prioritize competing tasks
• Team player with the ability to collaborate with cross-functional teams
• Strong understanding of regulatory requirements applicable to clients, including KYC/AML regulations
• Understanding of product structures, capital markets and investments
• Excellent understanding of financial market and investment products

Nice To Haves

• Financial planning experience and familiarity with Salesforce/portfolio management tools are an asset
• Other designations such as CFA/CIM/CFP/PFP is an asset

Responsibilities

• Deliver superior client experience in assisting clients and advisors with day-to-day requests
• Support Wealth Advisors in managing and servicing client relationships
• Prepare and participate in client meetings as required
• Manage escalations by assessing issues, collaborating with relevant teams, and driving timely resolution
• Support Wealth Advisors in driving growth through proactive outreach and lead qualification
• Conduct outbound calls to identify and qualify new client opportunities
• Maintain and track a pipeline in CRM, ensuring consistent follow-up
• Identify opportunities within existing client relationships for additional services or referrals
• Support Wealth Advisors in financial planning activities
• Execute trades in line with client risk profiles, and provide trade support by executing and coordinating transactions as instructed.
• Own and track the end-to-end client journey, including account opening, transfers, and key milestones
• Partner with management to monitor progress, identify bottlenecks, and ensure timely onboarding and transfers
• Proactively manage and escalate operational issues to minimize impact on clients and advisors
• Maintain accurate client records across CRM and back-office platforms
• Run reports and analytics to support advisor insights and operational tracking
• Support technology troubleshooting and operational inquiries
• Contribute to process improvements and operational efficiency initiatives
• Mentor and train Junior Wealth Associates and Onboarding Specialists to build capability and expertise

Benefits

• Competitive annual range of $105,000 to 123,000, 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior