Job Description
Job Description
Please note: Current work authorization for Canada is required for all openings.
Work location: 483 Bay Street, Toronto until late 2026, then 3 Robert Speck Parkway, Mississauga. This role is regular, full-time and follows Fidelity’s hybrid schedule.
About Fidelity Wealth
Fidelity has supported Canadian investors for over 35 years, offering trusted investment portfolios and services. Fidelity Wealth is a new service that helps financial advisors plan their own retirement while continuing to serve clients with professional advice and investment management solutions.
Job Overview
The Wealth Associate supports advisors, manages client onboarding, sales support, and general administration. The role requires strong experience in portfolio administration and operations.
Responsibilities
Advisor Support and Client Onboarding
- Work collaboratively with the advisor to satisfy client needs in a timel...