Wealth Management Associate at Fidelity

Elevate client experiences with Fidelity Canada as a Wealth Management Associate in Toronto. This full-time, hybrid role focuses on client relationship management and tailored financial support.

In this integral position, you'll be the primary point of contact for clients at Fidelity Canada. Your responsibilities include coordinating client meetings, assisting with account management, and contributing to financial planning tailored to individual client needs. Combining customer service with wealth management, this role ensures a smooth client onboarding experience and proactive communication across account-related issues.

Key Responsibilities:

• Serve as the main client contact for inquiries and service requests

• Coordinate client meetings and follow-ups

• Support portfolio management activities and reporting

• Facilitate account openings and ensure compliance

• Assist in business development and marketing initiatives

Requirements:

• 2+ years in wealth management or private banking

• Proficient in MS Office and CRM systems

• Bachelor's degree in Finance or related field

• Experience with high-net-worth clients preferred

• Progress towards CFA, CFP, or similar designation

Bring your expertise in financial planning and client management to enhance the wealth management experience at Fidelity Canada.
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