Remote Senior Wealth Advisor for High-Net-Worth Clients

Fidelity Canada; Remote; CAD 150,000 - 200,000; Full time

Job summary

A leading financial services firm is seeking a Senior Wealth Advisor to build relationships with high-net-worth clients and develop personalized financial plans. This remote position requires 7+ years of investment management experience. The ideal candidate possesses exceptional communication skills and in-depth understanding of capital markets. Comprehensive health benefits and competitive compensation are offered.

Benefits

Competitive total compensation

Comprehensive health benefits

Home office equipment allowance

Qualifications

• 7+ years of investment management experience with retail and high-net-worth clients.
• Strong investment management and financial planning experience.
• Must be licensed as a Registered Representative (RR).

Responsibilities

• Develop and maintain strong client relationships.
• Provide regular updates to clients on investment strategies.
• Mentor junior Wealth Advisors to build a development pipeline.

Skills

Exceptional communication skills

In-depth understanding of product structures

Excellent relationship management

Attention to detail

Education

University degree in Business, Commerce, Finance or related field

Job description

A leading financial services firm is seeking a Senior Wealth Advisor to build relationships with high-net-worth clients and develop personalized financial plans. This remote position requires 7+ years of investment management experience. The ideal candidate possesses exceptional communication skills and in-depth understanding of capital markets. Comprehensive health benefits and competitive compensation are offered.