Wealth Associate

Fidelity Canada

Vancouver, Canada
Base: $79,000 to $90,000; bonus/equity: not specif...
Hybrid
Strong portfolio administration skills
Experience in wealth management operations
Proficient in crm systems
The Wealth Associate will play a crucial part in managing the client onboarding process

Job Summary

  • The Wealth Associate will play a crucial part in managing the client onboarding process.
  • You will work collaboratively with Advisors to meet client needs in a timely manner.
  • Fidelity offers a competitive compensation package and comprehensive health benefits starting on your first day.

Matching Summary

The Wealth Associate will play a crucial part in managing the client onboarding process.

Salary

Base: $79,000 to $90,000; Bonus/Equity: Not specified; Benefits: Comprehensive health benefits

Skills & Requirements

Must-have

  • Strong portfolio administration skills
  • Experience in wealth management operations
  • Proficient in CRM systems

Nice-to-have

  • Bilingual in English and French
  • Detail-oriented and organized
  • Ability to work in fast-paced environments

Key Requirements

  • Completion of a University degree
  • 2-3 years of relevant experience
  • Currently licensed as IR or RR

Work Rights

Current work authorization for Canada required

Tailored Resume

Cover Letter