Bilingual Onboarding Specialist

Please note

• All candidates must have a valid work authorization in Canada.
• You will work under a hybrid schedule as part of Fidelity's dynamic work model.
• This is a full-time permanent position.
• In this role, which requires bilingualism, you will communicate directly with our clients and colleagues across Canada, and must provide service in the official language (French or English) of their choice.
• Who We Are

For over 35 years, Fidelity has been helping Canadian investors take control of their financial futures. We offer individuals and institutions a range of reliable investment portfolios and services, and we are constantly seeking new ways to better serve our clients. As we pursue our growth as a private company, we are resolutely focused on innovation across all our areas of operation.

Working at Fidelity means being part of a diverse group of motivated individuals who make a real difference in the lives of our clients and communities every day. You will have many opportunities to grow and advance your career in an inclusive environment where your value is recognized and supported, a place that encourages you to give your best, both personally and professionally.

Fidelity Wealth is a new wealth management service designed to support advisors in their succession planning and transition to retirement. Our mission is to help them achieve their own retirement goals with confidence, knowing that their clients will continue to have access to professional financial advice and top-tier investment management solutions.

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

Your Contribution

The Bilingual Onboarding Specialist plays a crucial role in delivering a harmonious and exceptional client experience during the initial stages of the client onboarding process. The selected candidate must have strong experience in account administration and operations.

Main Responsibilities: 1. Client Onboarding and Documentation

• Prepare and process client documents, including account opening and transfer requests.
• Coordinate client onboarding and account opening processes, ensuring the accuracy of entered data and compliance with regulatory requirements.
• Collect, review, and verify all client documents.
• Monitor the progress of onboarding and provide proactive follow-up with clients and advisors to resolve issues.
• Work collaboratively with the wealth management advisor to meet client needs in a timely manner.
• 2. Client Relationship Management
• Serve as the primary point of contact via phone and email for client inquiries.
• Create and maintain accurate client files for existing and potential clients in the customer relationship management system.
• Assist wealth management advisors in providing a positive client experience.
• 3. Process and Administration Improvement
• Liaise with the custodian for daily operations-related questions (account opening, initiation, and monitoring of transfers).
• Identify potential risks or gaps in documentation that may impact client satisfaction or account opening.
• Contribute to initiatives aimed at continuous improvement of the client onboarding experience.
• Stay informed about industry trends, regulations, and best practices in the financial advisory services sector.
• Ensure regulatory compliance and report any non-compliance issues to the appropriate level.
• Required Qualifications

Experience

• 1 to 2 years of experience in the financial services industry.

Education

• University degree with a specialization in business administration, commerce, or finance, or equivalent professional experience.
• Bilingualism (French and English) both orally and in writing is required.
• Successful completion of the Canadian Investment Funds Course (CFIC) or the Canadian Securities Course (CSC).

Your Expertise

• In-depth knowledge of the industry, products, and various administrative processes.
• Exceptional writing, interpersonal communication, and customer service skills.
• Attention to detail, keen organizational sense, and ability to prioritize tasks.
• Team spirit and ability to collaborate with teams from other services.
• Understanding of the mutual fund sector, regulatory framework, and government regulations.
• Ability to work in a dynamic and changing environment covering multiple business lines and work processes.
• Affinity for assuming multiple roles, rolling up sleeves, and getting things done.
• Knowledge of products offered by Fidelity Canada Clearing Services is an asset.
• A Competitive Total Reward Package Reflecting Your Contribution

We believe that exceptional work deserves to be rewarded. That's why we offer a competitive total reward program designed to support your success today and your financial well-being in the future.

For this position, your total compensation includes the following:

• Base salary and discretionary performance bonus: The total annual cash compensation (base salary plus target bonus) ranges from $71,000 to $81,000, depending on your experience and skills.
• REER Contributions: After six months of employment, we invest in your future by contributing to a Registered Retirement Savings Plan (RRSP), with no requirement for you to contribute.

We are proud to offer a total compensation package that meets the provincial salary transparency requirements.

This position is currently open. It's an opportunity where your talent will be put to use.

Here are some of our initiatives to value and support you as a member of our team:

• Flexible work arrangements.
• Competitive total compensation, including employer contributions to your collective RRSP with no requirement for you to contribute.
• Comprehensive employer-paid health benefits plan that starts on your first day of work and includes up to $5,000 per year for mental health and therapy services.
• Additional parental leave benefits equivalent to 100% of your salary for a period of 25 weeks.
• Up to $650 for home office equipment.
• Generous leave policy, including two paid days each year for volunteering with a charity of your choice.
• Diversity and inclusion programs, including an active network of resource groups for employees.
• Vast opportunities for professional development, including access to over 11,000 learning and development courses, tuition reimbursement, and rewards for obtaining mandatory professional designations.

We are committed to fostering a culture centered on compassion and individuality, and we are proud to have been named among the Top 100 Employers in Canada over the past five years.

We use the LinkedIn Recruiter Assistant, an AI-based tool, to support certain stages of our hiring process. Each hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn Recruiter Assistant, please keep in mind that its responses are not official and must be confirmed by Fidelity for accuracy and completeness. If you are selected for an interview, the recruiter who contacts you will be the best person to answer your questions.

Why Choose Fidelity?

Awards

• Best Family-Friendly Employers in Canada
• Top 100 Employers in Canada
• Best Employers in the Greater Toronto Area
• Best Employers for Young Professionals