Remote Wealth Advisor & Financial Planner

Fidelity Canada; Toronto; Remote; CAD 100,000 - 140,000; Full time

Benefits offered by this job

100% remote and hybrid work arrangements

Competitive total compensation package

Health benefits with no premiums

Tuition reimbursement

Generous time off policy

Job summary

A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and investment advice. This role involves developing financial planning strategies and managing client relationships remotely. Candidates should have at least 5 years in finance, a relevant degree and certification, and outstanding communication skills. The position offers a competitive salary range of CAD $100,000–$140,000 along with comprehensive benefits such as health coverage, flexible work arrangements, and professional development opportunities.

Qualifications

• 5+ years of experience in the financial services industry.
• Must be licensed as a Registered Representative (RR) selling mutual funds and securities.
• Bilingual in English/French is an asset.

Responsibilities

• Provide support and excellent client experiences.
• Advise clients on how to invest their portfolios.
• Develop investment and financial planning strategies.

Skills

Outstanding communication and listening skills

In-depth understanding of product structures

Exceptional relationship management skills

Ability to work in a team environment

Education

University degree in Business, Commerce, Finance or related field

Successful completion of the Canadian Securities Course (CSC)

Tools

Financial planning tools/software

Job description

A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and investment advice. This role involves developing financial planning strategies and managing client relationships remotely. Candidates should have at least 5 years in finance, a relevant degree and certification, and outstanding communication skills. The position offers a competitive salary range of CAD $100,000–$140,000 along with comprehensive benefits such as health coverage, flexible work arrangements, and professional development opportunities.