Fidelity's Senior Wealth Associate Role

Unlock growth opportunities as a Senior Wealth Associate with Fidelity in Toronto. This role combines hybrid work with the chance to provide high-level support to Wealth Advisors and clients.
With Fidelity, you’ll enhance your career by supporting Wealth Advisors in managing client relationships and operational tasks. Your role will be critical in ensuring a seamless client experience through effective communication and problem resolution. Your ability to mentor junior associates will contribute to the overall team success in delivering client-focused service.
Key Responsibilities:
• Manage day-to-day client service requests
• Support Wealth Advisors in financial planning
• Oversee operational processes from onboarding to account transfers
• Conduct outreach to identify new business opportunities
• Execute transactions ensuring compliance with risk profiles
Requirements:
• Completion of a relevant University degree
• At least 3 years in wealth management o...