Wealth Management Associate - Toronto

Support Wealth Advisors as a Senior Wealth Associate in Fidelity's Toronto office. Drive client relationships and operational excellence in a collaborative hybrid environment.
In this pivotal role, you will facilitate superior client experiences while assisting Wealth Advisors in managing client relationships. The Senior Wealth Associate will be instrumental in addressing complex requests, serving as a resource, and ensuring effective support in financial planning. Join Fidelity's team to enhance operational efficiency while contributing to client success.
Key Responsibilities:
• Deliver exceptional client service and support Wealth Advisors
• Conduct outreach to identify new client opportunities
• Manage operational issues and recommend solutions
• Run reports to support advisor insights
• Train and mentor less experienced associates
Requirements:
• Bilingual in English and French
• 3+ years in wealth management operations
• Relevant degree or equivale...