Wealth Associate

Hybrid Working Schedule

• 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.
• Please note occasional travel may be required for this role.

Job Overview

The Wealth Associate is responsible for advisor support, client onboarding, sales support and administration. The role involves managing the client onboarding process, overseeing various tasks from Fidelity Head Office and clients, while also incorporating responsibilities listed below.

Responsibilities

• Advisor Support and Client Onboarding: Work collaboratively with the Advisor to satisfy client needs in a timely, responsive manner.
• Prepare and present reports and recommendations to clients based on Advisor's direction.
• Prepare and process client documentation, including account applications, forms, prospect letter...