Private Wealth Associate

Job Description

Please Note:

Current work authorization for Canada is required for all openings.

This is a full-time regular role.

You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.

The work location for this role is 483 Bay Street in Toronto until approximately late 2026, when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

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 Wealth is a new wealth management service, designed to support financial advisors with their succession planning and transition to retirement. Our mission is to help financial advisors achieve their own retirement goals with confidence, knowing that their clients will continue to be offered professional financial advice and leading investment management solutions.

To learn more about Fidelity Wealth, please visit: https://www.wealth.fidelity.ca/en/

What We Do

The Private Wealth Associate is responsible for providing ongoing support for the Relationship Managers and the Private Wealth team. This client focused role will deliver exceptional service to high-net-worth clients by maintaining and growing client relationships through portfolio administration, financial planning support, investment coordination and proactive client service. The individual in this position will have a strong financial acumen, operational excellence and relationship management skills with a passion for wealth management and client experience.

How You’ll Make an Impact

Client Relationship Management:

Serve as a primary point of contact for clients regarding account inquiries, transactions and service requests

Build and maintain trusted relationships through proactive communication and white-glove service

Coordinate client meetings, portfolio reviews and follow-up actions

Assist Relationship Manager in preparing customized financial presentations and investment proposals

Assist with problem resolution that enhances the client experience including account opening, transfers and all other transactions

Wealth Management Support:

Support portfolio management activities, including account monitoring, rebalancing coordination and performance reporting

Assist in developing financial plans tailored to client goals, risk tolerance and investment objectives

Complete tasks according to outlined processes while proactively communicating with Relationship Manager

Attend meetings with Relationship Manager when needed, provide support and documentation of interactions

Client Onboarding:

Facilitate account opening, onboarding, transfers and account maintenance

Ensure accuracy and compliance of client account documentation and regulatory requirements

Process client-directed transactions with quality controls and documentation to ensure all is in good order

Ensuring any operational task is kept onside with regulations, policy & procedure including risk mitigation

Run client reporting for client and transactional oversight

Work in partnership with our internal partners including Compliance, Risk, Audit, Portfolio Services Group, and Tax and Estate planning teams

Business Development:

Support Relationship Manager with prospecting efforts, networking initiatives and client events

Contribute to marketing initiatives and client engagement strategies

What We’re Looking For

Excellent interpersonal, communication, presentation and organizational skills

Strong understanding of investment products, financial markets and wealth planning concepts

High attention to detail and ability to manage multiple priorities in a fast-paced environment

Fast learner and effective problem solver

What You’ll Need

2+ years of experience in wealth management/private banking/investment operations required

Proficiency with MS Suite, CRM systems, and portfolio management platforms required

University Degree in Finance, Economics, Business Administration, or related field required, or equivalent work experience

Experience working with high net-worth or ultra-high net-worth clients is considered an asset

CFA, CFP, CIM, or progress towards an industry designation is an asset

Total Rewards That Reflect Your Impact

We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well-being tomorrow.

For this role, your total rewards include:

Base Salary and Discretionary Performance Bonus: Total annual cash compensation (base salary plus target bonus) ranges from $68,000 to $79,000, based on your experience and qualifications.

RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.

We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference.

We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions.

Some of the ways we’ll help you feel valued and supported as part of our team:

Flexible working arrangements - 100% remote, hybrid, and in office options

Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you

Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $6000 annually for mental health services and therapy

Parental leave top-up to 100% of your salary for a period of 25 weeks

Up to $650 for home office equipment

Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice

Diversity and inclusion programs, including an active network of Employee Resource Groups

Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.

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 FidelityCanadaStaffing@fidelity.ca.

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