Wealth Transition Specialist
Toronto, ONFull Time
FW
Fidelity Wealth ULC
3+ YOECandidates need 3 to 5 years of experience in wealth management operations, advisor onboarding or project coordination, strong organization and attention to detail, and foundational knowledge of wealth operations and client onboarding. A business or finance degree or equivalent experience is required, and Investment Representative licensing with CIRO is preferred.
Microsoft 365, Broadridge, Dataphile, CRM, Workflow tracking systems