Wealth AdvisorFinancial Planner
Wealth AdvisorFinancial Planner
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Job Description
Job Description
Current work authorization for Canada is required for all openings.
As part of Fidelitys dynamic work model you will have a flexible 100 remote work schedule
Who We Are
At Fidelity weve 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 were 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 youll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. Youll have a wide range of opportunities to grow and develop your career in an inclusive environment where youll 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 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.
How Youll Make an Impact
Work in partnership with 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 their clients through a digital first experience
Be resourceful when determining moderate solutions that will add value to the clients longterm goals
Develop investment and financial planning strategies for our clients on how to invest their portfolios and plan for longterm 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
Manage assigned client base and ability to work in a teambased model
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
Develop and maintain longterm client relationships
Ensure clients receive the 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 (i.e. website access)
Liaise with backoffice and middleoffice to provide operational and onboarding support
Understands Fidelity Values and provides exceptional client service and/or operational support
What Youll Need
Outstanding communication and listening skills; verbal and written. Ability to simplify complicated financial planning concepts
Indepth 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 longterm financial plans.
Exceptional relationship management skills and clientcentric focus
Ability to work in a team environment
What Were Looking For
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
Fidelity Benefits and Perks!
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 profitsharing 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 11000 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 topup to 100 of your salary for a period of25 weeks
Fidelity Canada is an equal opportunity employer
Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race color religion sex sexual orientation gender identity or expression national or ethnic origin age disability family status protected veterans status Aboriginal/Native American status or any other legallyprotected ground.
Accommodation during the application process
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 .
No telephone inquiries or agencies please. We thank all applicants for their interest please be advised that only those selected for an interview will be contacted.
Why Work at Fidelity
We are proud to be recipients of the following:
Awards
Canadas Top 100 Employers
o Greater Torontos Top Employers
o Canadas Top FamilyFriendly Employers
o Canadas Top Employers for Young People
Great Place To Work Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Todays Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams
LinkedIn Top Companies in Canada
Human Resource Director (HRD) Best Place To Work
o HRD 5Star Benefit Program
o HRD 5Star Diversity & Inclusion Employer
Designations
Canadian Compassionate Companies Certified
Benefits Canadas Workplace Benefits Award Future of Work Strategy
TalentEgg National Recruitment Excellence Award Special Award for Diversity & Inclusion in Recruiting
Canadian HR Reporters Most Innovative HR Team
Required Experience:
Unclear Seniority
Employment Type
Full-Time
