More jobs:
Wealth Management Associate at Fidelity
Job Description & How to Apply Below
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.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×