Remote Wealth Advisor (Canada)

Fidelity International; Calgary; Remote; CAD 100,000 - 140,000; Full time

Benefits offered by this job

Remote and hybrid work

Competitive compensation

RRSP contributions

Health benefits

Tuition reimbursement

Training and development courses

Job summary

Fidelity Canada is seeking a Wealth Advisor to provide exceptional client experiences, advising on portfolios and plans while coordinating onboarding with internal teams. This role emphasizes proactive client education and developing long-term relationships in a remote/hybrid setting across Canada.

The position requires a university degree in business/finance, 5+ years in financial services, and relevant designations or progress toward CIM/CFA/ CFP. Bilingual English/French is a plus.

Qualifications

• University degree in Business, Commerce, Finance or related field or equivalent work experience.
• Minimum 5 years in financial services with knowledge of investments & financial planning.
• Bilingual English/French is an asset; CFA/CIM designations are desirable.

Responsibilities

• Onboard new clients with transition team support.
• Advise clients on investment portfolios and financial plans.
• Proactively educate clients about products to grow relationships.
• Partner with back-office teams to deliver seamless service.

Skills

Outstanding communication

Bilingual English/French

Education

University degree in Business/Commerce/Finance

Canadian Securities Course (CSC)

CIM or CFA (Level 1) asset

CFP or PFP asset

Job description

Fidelity Canada is seeking a Wealth Advisor to provide exceptional client experiences, advising on portfolios and plans while coordinating onboarding with internal teams. This role emphasizes proactive client education and developing long-term relationships in a remote/hybrid setting across Canada.

The position requires a university degree in business/finance, 5+ years in financial services, and relevant designations or progress toward CIM/CFA/ CFP. Bilingual English/French is a plus.