About this role
Wealth Associate (Toronto) at Fidelity Canada. Location: Toronto or Mississauga. Role: supporting advisors, onboarding clients, managing portfolios Requirements: Advisor support and client onboarding role requiring 2+ years wealth management operations experience, CSC & CPH, IR or RR licensing, bilingual English/French, Salesforce/CRM familiarity, university degree in business/finance or equivalent, and Canadian work authorization. Category: Finance and Accounting Seniority: Entry Level Tools: Salesforce, CRM, Portfolio Management Tools Certifications: ir, rr, csc, cph Commitment: Full Time Workplace: Hybrid Languages: English, French