Wealth Associate

Fidelity Wealth is a new wealth management service designed to support financial advisors with their succession planning and transition to retirement. The Wealth Associate is responsible for advisor support, client onboarding, sales support and administration, overseeing tasks from Fidelity Head Office and clients.

Requirements

• Completion of a University degree in Business, Commerce, Finance or related field or equivalent work experience required
• 2-3 years of relevant experience in the wealth management operations space
• Strong financial planning experience and Salesforce experience/familiarity with Portfolio Management Tools
• Currently licensed as IR or RR and must have Canadian Securities Course (CSC) & Conduct & Practice Handbook (CPH)

Benefits

• Base Salary and Discretionary Performance Bonus: A competitive annual range of $79,000 to 90,000
• RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required
• Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapy
• Parental leave top-up to 100% of your salary for a period of 25 weeks
• Up to $650 for home office equipment
• Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice
• Diversity and inclusion programs, including an active network of Employee Resource Groups
• Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation