About this role
Adjointe principale ou adjoint principal bilingue, Gestion de patrimoine / Wealth Associate Sr Bilingual at Fidelity Canada. Location: Montreal, Quebec, Canada. Role: supporting advisors, managing operations, executing trades Requirements: University degree or equivalent experience, 3+ years in wealth management operations, bilingual French/English, licensed Registered Representative (RR) with ability to sell mutual funds and securities, CSC & CPH required, Salesforce and CRM experience an asset. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, Salesforce, LinkedIn Hiring Assistant Certifications: rr, csc, cph, cfa, cim, cfp, pfp Commitment: Full Time Workplace: Hybrid Languages: French, English