Fidelity Canada

Wealth Advisor, Financial Planner

Fidelity Canada

full-time

Posted on:

Location Type: Remote

Location: Canada

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Salary

💰 CA$100,000 - CA$140,000 per year

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 & Tools
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)