Wealth Advisor

* 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**-*
* ** Manage assigned client base and ability to work in a team-based model****-*
* ** Provide exceptional client experience and client service not limited to basic operational support (i.e. website access)
*** 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 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
* 100% remote and hybrid work arrangements
* Competitive total compensation package
* Competitive base salary and bonus opportunities. The annual salary for this role ranges from $60500 to $93500
* 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

Fidelity Canada has become an employer of choice for talented people seeking rewarding career opportunities in the financial services industry. We look to hire outstanding individuals who want to maximize their potential and be challenged in all aspects of their professional careers.

To help our employees excel in their roles at Fidelity, we provide everyone here with the best training, resources and support possible throughout their careers. With our help, there’s no limit to what you can accomplish here.

We’re excited you’re considering Fidelity for your career plans. The Search Jobs section is your online source for job opportunities ng our site is simple - just take a few moments to create an online profile for your ideal job.

Your profile is then automatically matched to open positions and you are notified via e-mail each time a match is made. Or, if you prefer, you can search our list of jobs before registering with us.

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at Fidelity Canada Staffingidelity  respects the privacy of your information. Click for a  .
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