Job Description
Y ou 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 is required for this role.
Who We Are
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.
What We Do
The Wealth Associate is responsible for advisor support, client on-boarding, sales support and administration.
The successful candidate must have a strong background in portfolio administration and operations. In this role, the Wealth Associate will play a crucial part in managing client onboarding process. As a Wealth Associate, you will oversee various tasks from Fidelity Head Office and clients, while also incorporating responsibilities listed below.
How You’ll Make an Impact
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 Advisors direction
Prepare and process client documentation, including account applications, forms, prospect letters and other related paperwork using digital tools
Coordinate and track client onboarding and account opening processes, ensuring accuracy and compliance with regulatory requirements.
Follow up with clients on missing or incomplete documentation
Support Advisors, by executing investment instructions and/or account changes.
Proactively identify and implement strategies to address client needs
Sales Support and Client Relationship Management
Build and maintain accurate prospect and client records in CRM system
Prepare and customize client portfolio reports, presentation materials, proposals and meeting agendas and other materials supporting client meetings
Actively support the implementation of client wealth strategies through detailed and accurate management of portfolio administration tasks and activities
Respond to client inquiries in a timely, responsive, and professional manner, including executing on client cash management requests
Administration
Liaise with the custodian on day-to-day operational matters - Account opening, Transfer initiation and monitoring and perform daily reconciliation duties
Manage and coordinate the onboarding process for a new advisor, sometimes with several hundred new clients at the same time
Stay updated on industry trends, regulations, and best practices related to financial advisory services to provide input on marketing and client service campaigns
Collaborate with internal and external stakeholders, such as operations, compliance, custody and marketing, to ensure seamless client service delivery
What You’ll Need
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
Ability to work in a fast-paced, evolving environment crossing multiple channels and/or workstreams
Enjoys wearing many hats, rolling up sleeves and getting things done
Bilingual in English and French
What We’re Looking For
Completion…