Fidelity Wealth
Finance
SeniorWealthAssociate
“Senior Wealth Associate at Fidelity Wealth. Skills: Wealth management operations, Client service support, Financial planning, Investment management. Provide advanced operational support. Provide client-service support”
What You'll Achieve.
Help financial advisors achieve retirement goals; Ensure clients continue to be offered professional financial advice; Ensure clients continue to be offered leading investment management solutions; Drive growth through proactive outreach; Identify and qualify new client opportunities; Identify opportunities within existing client relationships for additional services or referrals; Ensure timely onboarding and transfers; Minimize impact on clients and advisors; Build capability and expertise
Industry & Context.
Assess issues; Drive timely resolution; Minimize impact on clients and advisors
Current work authorization for Canada is required
What They're Looking For.
Must Have
University degree in Business, Commerce, Finance or related field or equivalent work experience, 3+ years of relevant experience in the wealth management operations space, Registered Representative (RR) license, Ability to sell mutual funds, Ability to sell securities, Knowledge of industry standards, Knowledge of investment products, Knowledge of wealth management procedures, Understanding of regulatory requirements, KYC/AML regulations knowledge, Understanding of product structures, Understanding of capital markets, Understanding of investments, Excellent understanding of financial market, Excellent understanding of investment products, Bilingual in English and French
Nice to Have
Financial planning experience, Salesforce/portfolio management tools familiarity, CFA designation, CIM designation, CFP designation, PFP designation
What You'll Do.
Provide advanced operational support
Provide client-service support
Act as subject-matter resource
Deliver superior client experience
Assist clients and advisors
Support Wealth Advisors
Manage client relationships
Prepare client meetings
Participate in client meetings
Collaborate with teams
Drive timely resolution
Qualify new client opportunities
Conduct outbound calls
Identify opportunities
Support financial planning activities
Provide trade support
Coordinate transactions
Escalate operational issues
Maintain client records
Support advisor insights
Support operational tracking
Support technology troubleshooting
Support operational inquiries
Contribute to process improvements
Contribute to operational efficiency
Mentor Junior Wealth Associates
Train Junior Wealth Associates
Mentor Onboarding Specialists
Train Onboarding Specialists
How You'll Work.
Team & Collaboration
Collaborating with relevant teams; Collaborate with cross-functional teams
Communication Scope
Exceptional communication skills
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