Wealth Advisor/Financial Planner
Vancouver, BC, Canada
Listed on 2025-12-30
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Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Sales
Current work authorization for Canada is required for all openings.
As part of Fidelity's dynamic work model, you will have a flexible, 100% remote work schedule.
Who We Are
At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.
Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.
What We Do
The primary responsibility of the Wealth Advisor is to provide support and excellent client experiences. The Wealth Advisor will be advising clients on how to invest their portfolios and prepare client plans and proposals. The Wealth Advisor will be making moderate client recommendations and proposals. The Wealth Advisor will provide operational support and work closely with internal partners in portfolio services, investments, products, operations, and client services to execute on client relationship strategies.
How You’ll Make an Impact
- 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.
- 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.
- Proactively contact clients and prospects to 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.
- Ensure clients receive the appropriate levels of service, including meetings, planning, reporting, and responses to requests/questions.
- Liaise with back-office and middle-office to provide operational and onboarding support.
- Understand Fidelity Values and provide exceptional client service and/or operational support.
What You’ll Need
- Outstanding communication and listening skills; verbal and written. Ability to simplify complicated financial planning concepts.
- In-depth understanding of product structures, capital markets, and investments.
- Ability to position appropriate products and investments in the context of current needs as well as clients’ long-term financial plans.
- Exceptional relationship management skills and client-centric focus.
- Ability to work in a team environment.
What We’re Looking For
- Completion of a University degree in Business, Commerce, Finance, or related field or equivalent work experience.
- 5+ years of experience in the 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 a Registered Representative (RR) and have the ability to sell both mutual funds and securities.
- Must meet…
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