Senior Wealth Advisor

Fidelity Canada; Toronto; 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

Job Description

Current work authorization for Canada is required for all openings.

As part of Fidelity's dynamic work model, you will have a flexible, 100% remote work schedule.

Overview

What We Do and How You’ll Make an Impact are described here as part of the Senior Wealth Advisor role, including building relationships with high-net-worth clients, developing financial plans, and providing exceptional client service.

What You’ll Do

• Develop and maintain strong client relationships

• Act as a concierge to clients to assist with their financial needs and ensure client satisfaction with a focus on retention

• Provide regular updates to clients on investment strategies and client needs

• Develop investment and financial planning strategies for clients on long-term goals

• Complete deep discovery to understand clients’ financial and nonfinancial factors

• Leverage financial planning software to address identified client needs and goals

• Continuously review and update client plans as life changes occur

• Develop and maintain long-term client relationships with service, planning, and asset growth

• Proactively contact existing clients to educate them about investment strategies, products and services

• Identify and follow up on opportunities to gather additional client assets

• May include travel across Canada

• Collaborate with the Sales Development VP in onboarding new books of business

• Onboard new clients with minimal attrition; understand existing client relationships during transitions

• Provide guidance to Wealth Advisors

• Mentor junior Wealth Advisors to build a development pipeline

• Strategize ways to increase prospects, client penetration, and overall book of business

• Increase the number of clients doing business with Fidelity

What You’ll Need

• Exceptional communication skills; verbal and written

• In-depth understanding of product structures, capital markets and investments

• Ability to position appropriate products and investments for current needs and long-term plans

• Excellent relationship management and client-centric focus

• Attention to detail and commitment to excellence

What We’re Looking For

• University degree in Business, Commerce, Finance or related field or equivalent work experience

• 7+ years of investment management experience with retail and high-net-worth clients

• Strong investment management and financial planning experience

• Bilingual in English/French is an asset

• CFAs or CIMs and LLQP designations

• Additional designations such as CFP, MBA are an asset

• Must be licensed as a Registered Representative (RR) and able to sell mutual funds and securities

• IIROC proficiency

• Registered as Portfolio Manager (PM) or ability to be licensed as one is an asset

Compensation and Support

• Competitive total compensation, including company contributions to group RRSP

• Comprehensive health benefits with employer-paid premiums; mental health services coverage

• Parental leave top-up up to 100% for 25 weeks

• Home office equipment allowance up to $650

• Generous time off policy with volunteer days

• Diversity and inclusion programs and Employee Resource Groups

• Extensive professional development opportunities and designation support

Equal Opportunity and Accommodation

Fidelity Canada is an equal opportunity employer and is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email [e-mail]

No telephone inquiries or agencies please. Only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of several awards and recognitions including Canada’s Top Employers and Great Place To Work certifications. Details are listed in the original description.