Remote Wealth Advisor: Grow Clients’ Portfolios

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

Benefits offered by this job

Remote work arrangements

Health benefits

Bonus opportunities

RRSP contributions

Training & development

Job summary

Fidelity Canada is seeking a Wealth Advisor to support clients remotely across Canada. You will advise on portfolios, prepare client plans, and partner with internal teams to execute client strategies. A focus on onboarding, relationship-building, and proactive education is essential.

The role requires university-level finance/business education, 5+ years in financial services, and knowledge of planning tools. Bilingual English/French is a plus.

Qualifications

• Excellent communication and listening skills, both verbal and written.
• Deep understanding of capital markets and investments.
• Ability to position products in client plans and long-term goals.

Responsibilities

• Onboard new clients with transition team and onboarding processes.
• Provide exceptional client experiences and proactive education on products.
• Develop investment and financial planning strategies for clients' goals.
• Maintain long-term client relationships and high service levels.

Skills

Communication

Financial knowledge

Client service

Bilingual EN/FR

Team collaboration

Education

University degree in Business/Finance

Tools

Financial planning software

CRM

Job description

Fidelity Canada is seeking a Wealth Advisor to support clients remotely across Canada. You will advise on portfolios, prepare client plans, and partner with internal teams to execute client strategies. A focus on onboarding, relationship-building, and proactive education is essential.

The role requires university-level finance/business education, 5+ years in financial services, and knowledge of planning tools. Bilingual English/French is a plus.