Financial Services Associate at Fidelity

Join Fidelity as a Wealth Associate, working in a hybrid model based in Toronto. This role emphasizes supporting wealth advisors and enhancing the client onboarding process fundamentally.

In this capacity, you will assist in preparing necessary documentation while ensuring compliance with regulatory standards. A core part of your role will involve utilizing CRM systems to manage client information and respond to inquiries efficiently. Proficiency in both English and French is preferred for effective communication in a diverse client environment.

Key Responsibilities:

• Process and track client onboarding accurately

• Assist Advisors with client strategies and documentation

• Manage prospect records within the CRM system

• Provide timely responses to client requests

• Liaise with custodians for operational tasks

Requirements:

• Degree in Business or Finance

• 2-3 years in wealth management

• Strong interpersonal skills and attention to detail

• Knowledge of industry regulations

• Relevant financial certifications required

Enhance your career in financial services with Fidelity, delivering outstanding support to clients every day.
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