Wealth Advisor; Winnipeg & Calgary

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.

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.

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 proposal. 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.

• 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

• 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

• 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 on-boarding 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…