Onboarding Specialist

Job Description

Please Note:

• You will be working on a Hybrid office schedule as part of Fidelity’s dynamic working arrangement.
• Current work authorization for Canada is required for all openings.
• 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.

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

The Onboarding Specialist plays a critical role in delivering a seamless and exceptional client experience during the initial stages in managing the client onboarding process. The successful candidate must have a strong background in account administration and operations.

• Prepare and process client documentation, including account applications and transfer requests
• Coordinate client onboarding and account opening processes, ensuring accuracy and compliance with regulatory requirements
• Collect, review, and verify all client documentation
• Monitor onboarding progress, proactively following up with clients and advisors to resolve issues
• Work collaboratively with the Wealth Advisor to satisfy client needs in a timely manner

• Act as the first point of contact via phone and email for client inquiries
• Build and maintain accurate prospect and client records in CRM system
• Support Wealth Advisors in delivering a positive client experience

• Liaise with the custodian on day‑day operational matters (Account opening, Transfer initiation and monitoring)
• Identify potential risks or gaps in documentation that may affect client satisfaction or account setup
• Contribute to continuous improvement initiatives aimed at enhancing client onboarding experience
• Stay updated on industry trends, regulations, and best practices related to financial advisory services
• Ensure regulatory compliance and elevate any issues

• Strong industry, product and knowledge of various back‑office processing
• Exceptional writing, interpersonal and client service skills required
• Detail‑oriented with superior organizational skills and the ability to prioritize tasks
• Team player with the ability to collaborate with cross‑functional teams
• Understanding of Mutual Fund Industry, regulatory and government rules/regulations required
• Ability to work in a fast‑paced, evolving environment crossing multiple channels and/or work streams
• Enjoys wearing many hats, rolling up sleeves and getting things done
• Knowledge of Fidelity Clearing Canada product offerings would be an asset
• Bilingual (English and French) would be an asset

• Completion of post‑secondary education with a focus in Business, Commerce or Finance required, or equivalent work experience
• 1‑2 years of work experience, in a related field required
• Successful completion of Canadian Investment Funds Course (IFIC) or the Canadian Securities Course (CSC) required

We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well‑being tomorrow.

For this role, your total rewards include:

• Base Salary and Discretionary Performance Bonus
  :
  Total annual cash compensation (base salary plus target bonus) ranges from $65,000 to 76,000 based on your experience and qualifications.
• RRSP Contribution
  :
  After 6 months of…