Senior Wealth Associate

Current work authorization for Canada is required for all openings. You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement. The work location for this role is 483 Bay Street in Toronto until approximately late 2026, when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

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.

• 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 escalates 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

• Completion of a University degree in Business, Commerce, Finance or related field or equivalent work experience
• 3+ years of relevant experience in the wealth management operations space
• Superior knowledge of the investment industry and products
• Bilingual in English and French
• Must be licensed as a Registered Representative (RR) and have the ability to sell both mutual funds and securities
• Financial planning experience and familiarity with Salesforce/portfolio management tools are an asset
• Other designations such as CFA, CIM, CFP, PFP are an asset

• 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

Base salary and discretionary performance bonus: A 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.

Fidelity Canada is an equal opportunity employer. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally‑protected ground. Accommodation during the application process:
Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at Fideli