Senior 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 Senior Wealth Associate will play a key role in providing advanced operational and client-service support to our Wealth Advisors and clients. The Senior Wealth Associate will act as a subject-matter resource for complex requests and high-impact service. The successful candidate must have a strong background in Wealth Management and operational support. How You'll Make an Impact Client, Advisor & Business Development Support Deliver superior client experience in assisting clients and advisors with day-to-day requests Support Wealth Advisors in managing and servicing client relationships Prepare and participate in client meetings as required Manage escalations by assessing issues, collaborating with relevant teams, and driving timely resolution Support Wealth Advisors in driving growth through proactive outreach and lead qualification Conduct outbound calls to identify and qualify new client opportunities Maintain and track a pipeline in CRM, ensuring consistent follow-up Identify opportunities within existing client relationships for additional services or referrals Support Wealth Advisors in financial planning activities Execute trades in line with client risk profiles, and provide trade support by executing and coordinating transactions as instructed. Operations & Client Journey Management Own and track the end-to-end client journey, including account opening, transfers, and key milestones Partner with management to monitor progress, identify bottlenecks, and ensure timely onboarding and transfers Proactively manage and escalate operational issues to minimize impact on clients and advisors Maintain accurate client records across CRM and back-office platforms Run reports and analytics to support advisor insights and operational tracking Team & Continuous Improvement Support technology troubleshooting and operational inquiries Contribute to process improvements and operational efficiency initiatives Mentor and train Junior Wealth Associates and Onboarding Specialists to build capability and expertise

Requirements

• Completion of a University degree in Business, Commerce, Finance or related field or equivalent work experience required
• 3+ years of relevant experience in the wealth management operations space
• Superior knowledge of the investment industry and products
• Bilingual in English and French
• Must be licensed as a Registered Representative (RR) and have ability to sell both mutual funds and securities
• Financial planning experience and familiarity with Salesforce/portfolio management tools are an asset
• Other designations such as CFA/CIM/CFP/PFP is an asset
• Strong knowledge of industry standards, investment products, and wealth management procedures
• Exceptional communication and relationship-management skills with a client-centric mindset
• Detail-oriented with organizational skills and the ability to prioritize competing tasks
• Team player with the ability to collaborate with cross-functional teams
• Strong understanding of regulatory requirements applicable to clients, including KYC/AML regulations
• Understanding of product structures, capital markets and investments
• Excellent understanding of financial market and investment products
• Total Rewards That Reflect Your Impact
• We believe exceptional work deserves exceptional recognition. That's why we offer a

Additional Information

Job Description Current work authorization for Canada is required for all openings. You will be working on a 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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