Description
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 Senior Wealth Advisor will play a key role establishing and maintaining strong relationships with high-net-worth clients. The Senior Wealth Advisor will manage and grow a dedicated client portfolio while creating comprehensive financial plans and providing exceptional client service. The incumbent will have a strong client relationship focus and will employ a holistic goals-based approach to help high net worth families develop a complete vision for their future.
How You’ll Make an Impact
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Develop and maintain strong client relationships
Partner with clients and prospects to understand their objectives and what is important to them in setting financial goals
Act as a concierge to clients to assist with their financial needs and ensure client satisfaction with a focus on retention of clients
Provide regular updates to clients on investment strategies, capital markets and various other aspects of the client’s financial needs
Be resourceful when determining solutions that will add value to the client’s long-term goals
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Able to develop investment and financial planning strategies for our clients on how to invest their portfolios and plan for long-term financial goals.
Complete a deep discovery to understand clients financial and nonfinancial situation and what factors are important to them
Leverage our financial planning software to put together a plan to address identified client needs and goals
Continuously review and update client plans as material changes occur throughout various life stage
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Develop and maintain long-term client relationships
Ensure clients receive the appropriate levels of service, including meetings, planning, reporting, and responses to requests/questions
Proactively contact existing clients to educate them about investment strategies, products and services to help them grow their portfolios
Identify, execute and follow up on opportunities to gather additional client assets while providing client centered discussions.
Increase number of clients doing business with Fidelity
May include travel across Canada
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Work closely with the Sales Development VP in the onboarding process of new books of business and the accompanying clients.
In collaboration with Sales Development VP, successfully on-board new clients while minimizing attrition of clients
Strong understanding of internal operational model
Meet with the advisor and understand the existing client relationships as part of the transition process; collaborate to best manage the transition
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Provide guidance and direction to Wealth Advisor(s)
Mentor (Junior) Wealth Advisors to build a development pipeline
Strategize ways to increase prospects, client penetration and overall book of business
Increase the number of clients doing business with Fidelity advisors
What You’ll Need
Exceptional communication skills; verbal and written; ability to articulate financial planning concepts clearly and succinctly
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.
Excellent relationship management skills and client-centric focus
Outstanding attention to detail and constant commitment to excellence
What We’re Looking For
Completion of a University degree in Business, Commerce, Finance or related field or equivalent work experience
7+ years of…
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