Job Description

This is a hybrid role with a mix of remote and in-office working

Current work authorization for Canada is required for all openings.

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 of a University degree in Business, Commerce, Finance or related field or equivalent work experience

• 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)

Ce rôle hybride combine le travail à distance et le travail au bureau.

Quiconque pose sa candidature doit avoir l’autorisation de travailler au Canada.

Qui nous sommes

Chez Fidelity, nous aidons les investisseurs canadiens à prendre leur avenir financier en main depuis plus de 35 ans. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles et de services de placement fiables, et nous cherchons constamment de nouvelles façons de mieux servir nos clients. Alors que nous poursuivons notre expansion en tant que société privée, nous sommes résolument portés sur l’innovation dans tous nos domaines d’activité. 

Travailler chez nous veut dire faire partie d’un groupe diversifié de personnes motivées qui font une réelle différence dans la vie de nos clients et de nos collectivités chaque jour. Vous aurez de nombreuses occasions de vous épanouir et de faire progresser votre carrière dans un milieu inclusif où l’on reconnaît votre valeur et vous soutient, une place qui vous encourage à donner le meilleur de vous-même, tant sur le plan personnel que professionnel.

Votre mission

L’adjoint ou l’adjointe, Gestion de patrimoine, sera principalement responsable de fournir un service personnalisé de très grande qualité à nos clients et de soutenir les activités de gestion de placement. La personne occupant ce poste portera une grande attention aux détails et s’efforcera d’offrir aux clients une expérience de premier ordre au titre des activités de gestion de patrimoine.

Votre contribution

Soutien à la clientèle

• Cultiver de solides relations avec les clients et se présenter comme la personne à qui il faut s’adresser pour obtenir des renseignements spécifiques sur les comptes, notamment en fournissant des rapports, des éclaircissements, des données relatives aux cotisations en espèces ou aux retraits de fonds et en transmettant ces informations à d’autres services (opérations, facturation, conformité, etc.)

• Faciliter le processus d’intégration des nouveaux clients et la tenue à jour des comptes et des dossiers de clients existants

• Soutenir les conseillers dans toutes les activités de vente, de service et de communication auprès des clients existants et potentiels, tout en veillant à ce que tous les rapports et les documents présentés s’appuient sur des renseignements à la fois complets et exacts et qu’ils soient produits dans les délais requis

• Collaborer avec d’autres membres de l’équipe dans le cadre de projets conjoints (expansion des affaires, événements spéciaux, amélioration des processus, etc.)

Administration

• Enregistrer et mettre à jour les coordonnées des clients et d’autres renseignements connexes dans le système de gestion des relations avec les clients (CRM – Customer Relation Management)

• Coordonner diverses tâches administratives et assurer un suivi approprié

• Fournir un soutien administratif général aux conseillers

Qualifications requises

• Diplôme universitaire ou expérience de travail équivalente

• Au moins un an d’expérience pertinente dans un poste de service à la clientèle dans le secteur des services financiers ou de la gestion de patrimoine

• Bilinguisme (français et en anglais), un atout

• Titres professionnels de CFA ou de CIM, un atout

• Excellentes aptitudes à communiquer verbalement et par écrit

• Maîtrise de la suite Microsoft Office et des systèmes CRM comme Salesforce et Charles River

• Attitude centrée sur les clients et la résolution efficace des problèmes

• Excellentes compétences en matière d’entregent et de gestion des relations

• Grande discrétion dans le traitement de questions confidentielles

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at [email protected].

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

•    Canada's Top 100 Employers 
o    Greater Toronto's Top Employers 
o    Canada's Top Family-Friendly Employers 
o    Canada's Top Employers for Young People 
  
•    Great Place To Work® Certified 
o    Best Workplaces for Inclusion 
o    Best Workplaces for Mental Wellness 
o    Best Workplaces for Today's Youth 
o    Best Workplaces for Women 
o    Best Workplaces in Financial Services & Insurance 
o    Best Workplaces in Ontario 
o    Best Workplaces with Most Trusted Executive Teams 

•    LinkedIn Top Companies in Canada
  
•    Human Resource Director (HRD) - Best Place To Work 
o    HRD - 5-Star Benefit Program 
o    HRD - 5-Star Diversity & Inclusion Employer 

Designations
•    Canadian Compassionate Companies – Certified 
•    Benefits Canada's Workplace Benefits Award - Future of Work Strategy 
•    TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting 
•    Canadian HR Reporter's Most Innovative HR Team