Join Fidelity’s team as a Senior Wealth Associate in Toronto, Ontario. This hybrid position ensures exceptional operational and client service support for Wealth Advisors and their clients.
This Senior Wealth Associate role is vital for delivering a high-quality client experience. With over 3 years of industry experience, you will act as a subject-matter expert in Wealth Management while managing escalations and supporting financial planning activities. Your bilingual skills will enhance communication with a diverse client base.
Key Responsibilities:
• Deliver superior service for client requests
• Support financial advisory teams with client relationships
• Prepare for and assist in client meetings
• Identify growth opportunities through client outreach
• Maintain client records accurately across platforms
Requirements:
• University degree or equivalent experience
• 3+ years in wealth management
• Bilingual in English and French
• Licensed as a Regi...