Wealth Associate (Toronto)

To work on a Hybrid office schedule as part of Fidelity’s dynamic working arrangement.

Current work authorization for Canada is required for all openings.

Occasional travel is required for this role.

The work location for this role is 483 Bay Street in Toronto until approximately late 2026 when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

Job Description

The Wealth Associate is responsible for advisor support, client on-boarding, sales support and administration.

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 ma...