Remote Wealth Advisor: Grow Portfolios & Plans

Fidelity Canada; Calgary; On-site; CAD 60,500 - 93,500; Full time

Benefits offered by this job

100% remote work arrangements

Competitive total compensation package

Health benefits

Generous time off policy

Tuition reimbursement

Annual dues reimbursement for professional design

Job summary

A leading investment firm in Canada seeks a Wealth Advisor to assist clients in building financial futures. The role offers a flexible, 100% remote work schedule and requires strong communication skills, a university degree in finance, and 5+ years in the financial services sector. The ideal candidate will develop strategies for clients and ensure exceptional client service. Salary ranges from $60,500 to $93,500, along with competitive benefits including health coverage and profit-sharing opportunities.

Qualifications

• 5+ years of experience in the financial services industry.
• Must be licensed as a Registered Representative (RR) able to sell both mutual funds and securities.
• Working toward CIM or CFA (Level 1) is an asset.

Responsibilities

• Work in partnership with the transition team in the onboarding process of new clients.
• Act as a concierge to clients to assist with their financial needs.
• Proactively contact clients to educate them about products and services.

Skills

Outstanding communication and listening skills

In‑depth understanding of product structures

Exceptional relationship management skills

Ability to work in a team environment

Bilingual in English/French

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 investment firm in Canada seeks a Wealth Advisor to assist clients in building financial futures. The role offers a flexible, 100% remote work schedule and requires strong communication skills, a university degree in finance, and 5+ years in the financial services sector. The ideal candidate will develop strategies for clients and ensure exceptional client service. Salary ranges from $60,500 to $93,500, along with competitive benefits including health coverage and profit-sharing opportunities.