Wealth Associate

Fidelity is seeking a Wealth Associate to support advisor teams with client onboarding, sales support, and administration tasks. The ideal candidate will have a strong background in portfolio administration and operations, and excellent communication and organizational skills.

Requirements

• Strong industry, product, and wealth management procedures knowledge
• Exceptional writing, interpersonal and client service skills
• Detail-oriented with superior organizational skills and the ability to prioritize tasks
• Team player with the ability to collaborate with cross-functional teams
• Understanding of regulatory requirements applicable to clients, including KYC/AML regulations

Benefits

• Flexible working arrangements - 100% remote, hybrid, and in office options
• Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you
• Comprehensive health benefits that start on your first day, with 100% employer-paid premiums
• 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