Wealth Advisor, Financial Planner
Fidelity Canada
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$100,000 - CA$140,000 per year
Job Level
Mid-LevelSenior
About the role
- Work in partnership with transition team in the onboarding process of new clients
- Act as a concierge to clients to assist with their financial needs and ensure client satisfaction and retention
- Proactively contact existing clients to educate them about products and services to help them onboard their clients through a digital first experience
- Be resourceful when determining moderate solutions that will add value to the client’s long-term goals
- Develop investment and financial planning strategies for our clients on how to invest their portfolios and plan for long-term financial goals
- Advise clients on how to invest their portfolios and plan for moderate/basic financial goals
- Familiarity with financial planning software to put together plans to address identified client needs and goals
- Ability to guide clients in an investment suitability assessment
- Manage assigned client base and ability to work in a team-based model
- Proactively contact clients and prospects educate them about investment strategies, products and services to help them grow their portfolios
- Strategize ways to increase client penetration and overall sales
- Increase number of clients doing business with Fidelity
- Develop and maintain long-term client relationships
- Ensure clients receive the appropriate levels of service, including meetings, planning, reporting, and responses to requests/questions
- Provide exceptional client experience and client service not limited to basic operational support (i.e. website access)
- Liaise with back-office and middle-office to provide operational and on-boarding support
- Understands Fidelity Values and provides exceptional client service and/or operational support
Requirements
- Completion of a University degree in Business, Commerce, Finance or related field or equivalent work experience
- 5+ years of experience in financial services industry
- Superior knowledge of the investment industry and products
- Strong familiarity with financial planning tools/software
- Bilingual in English/French is an asset
- Successful completion of the Canadian Securities Course (CSC)
- Must be licensed as an Registered Representative (RR) and have the ability to sell both mutual funds and securities
- Must meet CIRO proficiency requirements
- Working towards CIM or CFA (Level 1) is an asset
- CFP (Certified Financial Planner) or PFP (Personal Financial Planner) is a nice to have
Benefits
- 100% remote and hybrid work arrangements
- Competitive total compensation package
- Competitive base salary and bonus opportunities
- Company contributions to your Fidelity RRSP with no matching required, with incremental growth across the first 4 years
- Opportunity to participate in Fidelity profit-sharing program
- Company contributes into your RRSP, without a matching requirement from you
- Health benefits and coverage, with no requirement for employee paid premiums, including up to $5000 for therapy
- Health Care Spending Account
- TELUS Health Virtual Care app
- Health and Fitness Reimbursement
- Up to $650 for home office equipment
- Generous time off policy
- 2 paid days annually to volunteer
- Access to over 11,000 training and development courses
- Tuition reimbursement
- Monetary awards for completing a required designation
- Annual dues reimbursement for professional designations
- Pregnancy/Parental/Adoption Leave - Fidelity will top-up to 100% of your salary for a period of 25 weeks
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planninginvestment strategiesportfolio managementclient onboardingclient retentioninvestment suitability assessmentsales strategiesoperational supportclient service
Soft skills
client relationship managementcommunicationteam collaborationproblem-solvingresourcefulness
Certifications
Canadian Securities Course (CSC)Registered Representative (RR)CIMCFA (Level 1)CFP (Certified Financial Planner)PFP (Personal Financial Planner)