Fidelity Bilingual Wealth Management Associate
Fidelity Canada • montreal (administrative region), qc • Posted July 09, 2026
About the Role
Join Fidelity Canada as a Bilingual Wealth Management Associate, enhancing our client services in a hybrid working environment. Deliver excellent service in both French and English within a permanent, full-time position.
Fidelity Canada is seeking a detail-oriented professional to support our wealth management operations. You will play a crucial role in maintaining client relationships, ensuring all communications meet client language preferences, and streamlining the onboarding process for new clients. A client-focused mindset is essential for this position.
Key Responsibilities:
• Manage client inquiries and serve as the main contact point
• Ensure client records are current and facilitate onboarding processes
• Support advisors in communications and service activities
• Engage in collaborative projects to improve business operations
• Coordinate administrative follow-ups and support tasks
Requirements:
• 2 years of experience in wealth management or financ...
Fidelity Canada is seeking a detail-oriented professional to support our wealth management operations. You will play a crucial role in maintaining client relationships, ensuring all communications meet client language preferences, and streamlining the onboarding process for new clients. A client-focused mindset is essential for this position.
Key Responsibilities:
• Manage client inquiries and serve as the main contact point
• Ensure client records are current and facilitate onboarding processes
• Support advisors in communications and service activities
• Engage in collaborative projects to improve business operations
• Coordinate administrative follow-ups and support tasks
Requirements:
• 2 years of experience in wealth management or financ...