Private Wealth Associate

About the role

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. Fidelity Wealth is a new wealth management service, designed to support financial advisors with their succession planning and transition to retirement. Our mission is to help financial advisors achieve their own retirement goals with confidence, knowing that their clients will continue to be offered professional financial advice and leading investment management solutions. To learn more about Fidelity Wealth, please visit: https://www.wealth.fidelity.ca/en/ What We Do The Private Wealth Associate is responsible for providing ongoing support for the Relationship Managers and the Private Wealth team. This client focused role will deliver exceptional service to high-net-worth clients by maintaining and growing client relationships through portfolio administration, financial planning support, investment coordination and proactive client service. The individual in this position will have a strong financial acumen, operational excellence and relationship management skills with a passion for wealth management and client experience. How You'll Make an Impact Client Relationship Management: Serve as a primary point of contact for clients regarding account inquiries, transactions and service requests Build and maintain trusted relationships through proactive communication and white-glove service Coordinate client meetings, portfolio reviews and follow-up actions Assist Relationship Manager in preparing customized financial presentations and investment proposals Assist with problem resolution that enhances the client experience including account opening, transfers and all other transactions Wealth Management Support: Support portfolio management activities, including account monitoring, rebalancing coordination and performance reporting Assist in developing financial plans tailored to client goals, risk tolerance and investment objectives Complete tasks according to outlined processes while proactively communicating with Relationship Manager Attend meetings with Relationship Manager when needed, provide support and documentation of interactions Client Onboarding: Facilitate account opening, onboarding, transfers and account maintenance Ensure accuracy and compliance of client account documentation and regulatory requirements Process client-directed transactions with quality controls and documentation to ensure all is in good order Ensuring any operational task is kept onside with regulations, policy & procedure including risk mitigation Run client reporting for client and transactional oversight Work in partnership with our internal partners including Compliance, Risk, Audit, Portfolio Services Group, and Tax and Estate planning teams Business Development: Support Relationship Manager with prospecting efforts, networking initiatives and client events Contribute to marketing initiatives and client engagement strategies

Requirements

• Excellent interpersonal, communication, presentation and organizational skills
• Strong understanding of investment products, financial markets and wealth planning concepts
• High attention to detail and ability to manage multiple priorities in a fast-paced environment
• Fast learner and effective problem solver
• 2+ years of experience in wealth management/private banking/investment operations required
• Proficiency with MS Suite, CRM systems, and portfolio management platforms required
• University Degree in Finance, Economics, Business Administration, or related field required, or equivalent work experience
• Experience working with high net-worth or ultra-high net-worth clients is considered an asset
• CFA, CFP, CIM, or progress towards an industry designation is an asset
• Total Rewards That Reflect Your Impact
• We believe exceptional work deserves exceptional recognition. That's why we offer a competitive compensat

Benefits

Additional Information

Job Description Please Note: Current work authorization for Canada is required for all openings. This is a full-time regular role. You will be working on a flexible hybrid schedule as part of Fidelity's dynamic working arrangement. 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.

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