Fidelity Wealth Associate

Position: Fidelity Wealth Associate - Hybrid Role
Become a Wealth Associate at Fidelity while enjoying a hybrid work environment in Toronto. Provide exceptional support to advisors and manage crucial client documentation effectively.

This full-time position is based at Fidelity's office on 483 Bay Street until late 2026. You will excel in client onboarding, sales support, and general administration, requiring an understanding of wealth management and operational procedures. Your contributions will be essential in enhancing client satisfaction and advisor effectiveness.

Key Responsibilities:

• Assist advisors with timely client communications and onboarding

• Generate and present customized reports for clients

• Process client documentation accurately using digital tools

• Track and coordinate account opening for new clients

• Maintain detailed client records in CRM systems

Requirements:

• Degree in Business, Finance, or similar discipline

• 2-3 years experience in wealth management

• Knowledge of KYC/AML regulations and client service standards

• Current IR or RR license needed; regulatory compliance required

• Strong interpersonal skills and attention to detail

Contribute to Fidelity's mission of delivering trusted wealth management services while advancing your career.
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