Wealth Advisor

Wealth Advisor – Fidelity Canada

Join Fidelity Canada to help Canadian investors build better financial futures. We offer a range of trusted investment portfolios and services. As a privately owned company, we embrace innovation and continue to grow our business into the future.

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.

Posting for various locations across Canada:
Winnipeg, Calgary, Edmonton, and Halifax.

• Work in partnership with the 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 through a digital first experience.
• Be resourceful when determining moderate solutions that add value to the client’s long‑term goals.
• Develop investment and financial planning strategies for clients on how to invest portfolios and plan for long‑term financial goals.
• Advise clients on how to invest portfolios and plan for moderate/basic financial goals.
• Familiarity with financial planning software to put together plans to address identified client needs and goals.
• Guide clients in an investment suitability assessment.
• Manage assigned client base and work in a team‑based model.
• Proactively contact clients and prospects to educate them about investment strategies, products and services to grow 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 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.
• Liaise with back‑office and middle‑office to provide operational and onboarding support.
• Understands Fidelity Values and provides exceptional client service and/or operational support.

• 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.
• 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 able to sell both mutual funds and securities.
• Must meet CIRO proficiency requirements.
• Working toward CIM or CFA (Level
  1) is an asset.
• CFP (Certified Financial Planner) or PFP (Personal Financial Planner) is a nice to have.

• 100% remote and hybrid work arrangements.
• Competitive total compensation package.
• Competitive base salary and bonus opportunities. Annual salary range: $60,500 to $93,500.
• Company contributions to your Fidelity RRSP with no matching required; incremental growth across the first 4 years.
• Opportunity to participate in Fidelity profit‑sharing program.
• Health benefits and coverage with no requirement for employee paid premiums, including up to $5,000 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 design.
• Pregnancy/Parental/Adoption leave – Fidelity will top‑up to…