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.
Fidelity Private Wealth is bringing the investment capabilities and strength of Fidelity to our private wealth clients. That means combining our world class research and investment management expertise to help our clients accomplish their wealth goals. The successful candidate requires an exceptional client service mindset and communication skills.
What You’ll Do
The Private Wealth Associate is primarily responsible for providing a very high quality, personalized service to our Private Wealth clients and supporting investment management activities. The individual in this position will have strong attention to detail and focus on supporting the front-end client experience within the Private Wealth business. This will include providing service to Fidelity Private Wealth existing and prospective clients in an efficient and professional manner.
How You’ll Make an Impact
Client Servicing Support
Cultivate strong relationships with clients becoming the “go to” person for account specific information, which can include, providing reports and clarifications, cash contributions/withdrawals, coordination with other departments (trading, billing, compliance, etc.).
Facilitate the onboarding process for new clients and the maintenance of existing client accounts and records.
Support Relationship Managers with all on-going sales, service and communication with clients and prospects while ensuring that all reports and documents presented reflect information that is both complete and of the highest quality and are produced within the required timelines.
Collaborate with other team members in joint projects (business development, special events, process improvement, etc.)
Administration
Record and update client contacts and other related information in the CRM system
Coordinate various administrative tasks and ensure appropriate follow up
Provide general administrative support to Relationship Managers
What We’re Looking For
Someone who is looking to become a Relationship Manager for Private Wealth Clients
University degree or equivalent work experience
1+ years of relevant experience in a Private Wealth Customer Service role
CFA or CIM enrollment an asset
Strong verbal and written communication skills in English and French
Proficient skills in Microsoft Office Suite and CRM systems
Client Focused and effective problem solver
Excellent interpersonal and relationship management skills
High level of discretion in handling confidential matters
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].
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
.
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
