Onboarding Specialist

Position Overview

The Onboarding Specialist will play a pivotal role in ensuring a smooth and efficient start for new clients within the organization. This position requires close collaboration with Wealth Advisors and other teams to facilitate account setup, document handling, and client communications, guaranteeing a consistently positive experience.

Work Location and Schedule

• This role follows a hybrid work environment, balancing office presence and remote work.
• The current worksite is located at 483 Bay Street, Toronto, Ontario, with a planned move to 3 Robert Speck Parkway, Mississauga by late 2026.
• Applicants must possess valid work authorization for Canada.

Company Profile

For over 35 years, Fidelity Canada has supported both individuals and institutions in building robust financial futures through trusted investment portfolios and services. As a privately owned company, Fidelity embraces innovation and offers a collaborative and inclusive workplace where professional growth is encouraged.

Key Responsibilities

• Manage client onboarding by preparing, processing, and verifying necessary documentation such as account applications and transfer requests with full regulatory compliance.
• Monitor the onboarding process carefully, maintaining timely follow-up with clients and advisors to resolve issues quickly.
• Serve as the initial point of contact for client inquiries via phone and email, nurturing strong client relationships.
• Maintain detailed and accurate prospect and client records in the CRM system.
• Coordinate with custodians on daily operational matters like account openings and transfer initiations.
• Identify and address risks or documentation gaps that might impede client satisfaction or account setup.
• Support continuous improvement initiatives aimed at enhancing the onboarding experience.
• Stay informed about industry trends, regulations, and best practices relevant to financial advisory services.
• Ensure adherence to regulatory requirements and escalate compliance issues appropriately.

Required Qualifications and Skills

• A post-secondary education background in Business, Commerce, or Finance or equivalent relevant experience.
• At least 1 to 2 years of related professional experience.
• Successful completion of Canadian Investment Funds Course (IFIC) or Canadian Securities Course (CSC).
• Deep understanding of industry operations, products, and back-office processes, especially within the mutual fund sector.
• Exceptional written communication, interpersonal, and customer service skills.
• Strong attention to detail with excellent organizational and prioritization abilities.
• Effective team collaboration and adaptability in a fast-paced, multifunctional work setting.
• Knowledge of Fidelity Clearing Canada’s product lineup considered an asset.
• Bilingual proficiency in English and French is a plus.

Compensation and Benefits

• Total annual cash compensation ranges between $65,000 and $76,000 depending on experience and qualifications, including base salary and discretionary performance bonus.
• Company contributes to RRSP after six months of employment without requiring employee matching.
• Comprehensive health benefits with employer-paid premiums starting from day one, including up to $5,000 annually for mental health services and therapy.
• Parental leave top-up paid at 100% salary for 25 weeks.
• Allowance of up to $650 for setting up home office equipment.
• Generous paid time off policy including two days annually for volunteering.
• Active diversity and inclusion programs and Employee Resource Groups.
• Access to extensive professional development resources, including 11,000+ training courses, tuition reimbursement, and rewards for achieving certifications.

Additional Information

• This role represents future job openings within the organization.
• Fidelity Canada is an equal opportunity employer committed to building a diverse and inclusive workplace regardless of a broad range of protected characteristics.
• Accommodations during the application process are available upon request for applicants with disabilities.
• No telephone inquiries or agency solicitations are accepted; only shortlisted candidates will be contacted.
• The employer has been recognized as a top employer in Canada for various categories including family-friendly workplaces, inclusion, and mental health.