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© All Rights Reserved. ApplyBlast.com
Fidelity Canada
The Wealth Associate role at Fidelity Canada focuses on providing advisor support, managing client onboarding, and handling sales support and administration tasks. This position requires a strong background in portfolio administration and operations to ensure accurate and compliant client service delivery. The role involves collaborating with advisors, maintaining client records, and executing investment instructions to support client wealth strategies.
Fidelity Investments Canada offers Mutual Fund and ETFs investing to help you reach your financial goals.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Fidelity Canada.
19% below the average for this role