Senior Wealth Advisor

Fidelity Investments Canada; Toronto; Remote; CAD 80,000 - 120,000; Full time

Job summary

A financial services company is seeking a Senior Wealth Advisor to manage high-net-worth clients and deliver comprehensive financial planning. The ideal candidate will have over 7 years of investment management experience, exceptional communication skills, and a client-centric approach. This role offers a flexible remote work schedule and competitive benefits.

Benefits

Competitive total compensation

Comprehensive health benefits

Parental leave top-up

Home office equipment allowance

Generous time-off policy

Professional development opportunities

Qualifications

• 7+ years of experience in investment management and advising retail and high-net-worth clients.
• Strong investment management and financial planning experience.
• Must be licensed as a Registered Representative (RR) and able to sell both mutual funds and securities.

Responsibilities

• Develop and maintain strong client relationships.
• Create comprehensive financial plans for clients.
• Provide regular updates to clients on investment strategies.

Skills

Exceptional communication skills

In-depth understanding of product structures

Excellent relationship management skills

Outstanding attention to detail

Bilingual English/French

Education

University degree in Business, Commerce, Finance or related field

Tools

Financial planning software

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 Are: Fidelity Canada is a privately owned company that has helped Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services and continuously seek new and better ways to help our clients. We value innovation and growth, and strive to create an inclusive environment where you feel valued and supported to be your best.

What We Do: The Senior Wealth Advisor will establish and maintain strong relationships with high-net-worth clients, manage and grow a dedicated client portfolio, and create comprehensive financial plans while delivering exceptional client service. The role emphasizes a holistic, goals-based approach to help high-net-worth families develop a complete vision for their future.

Responsibilities

• Develop and maintain strong client relationships
• Partner with clients and prospects to understand objectives and what is important to them in setting financial goals
• 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, capital markets and other aspects of the client’s financial needs
• Be resourceful in determining solutions that add value to the client’s long-term goals
• Develop investment and financial planning strategies for clients on how to invest their portfolios and plan for long-term goals
• Complete deep discovery to understand clients’ financial and non-financial situations and factors
• Leverage financial planning software to create plans addressing identified client needs and goals
• Continuously review and update client plans as material changes occur across life stages
• Develop and maintain long-term client relationships
• Ensure clients receive appropriate levels of service, including meetings, planning, reporting, and timely responses
• Proactively contact existing clients to educate them about investment strategies, products and services to grow their portfolios
• Identify, execute and follow up on opportunities to gather additional client assets while focusing on client-centric discussions
• Increase number of clients doing business with Fidelity
• May include travel across Canada
• Work closely with the Sales Development VP in onboarding new books of business and associated clients
• Collaborate with the Sales Development VP to onboard new clients while minimizing attrition
• Understand internal operational model and transition processes; provide guidance to Wealth Advisor(s)
• 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 advisors

Qualifications

• Exceptional communication skills; verbal and written; ability to articulate financial planning concepts clearly
• In-depth understanding of product structures, capital markets and investments
• Ability to position appropriate products and investments in the context of current needs and long-term financial plans
• Excellent relationship management skills and client-centric focus
• Outstanding attention to detail and commitment to excellence
• Completion of a University degree in Business, Commerce, Finance or related field or equivalent work experience
• 7+ years of experience in investment management and advising retail and high-net-worth clients
• Strong investment management and financial planning experience
• Bilingual in English/French is an asset
• Obtained CFA or CIM and LLQP designations; additional designations such as CFP, MBA are an asset
• Must be licensed as a Registered Representative (RR) and able to sell both mutual funds and securities
• Must meet IIROC proficiency requirements
• Registered as Portfolio Manager (PM) or ability to be licensed as one is an asset

Benefits

• Competitive total compensation, including company contributions to your group RRSP without a matching requirement
• Comprehensive health benefits starting on day one with 100% employer-paid premiums, including up to $5000 annually for mental health services and therapy
• Parental leave top-up to 100% of salary for 25 weeks
• Up to $650 for home office equipment
• Generous time-off policy, including 2 paid days annually to volunteer at a charity of your choice
• Diversity and inclusion programs and Employee Resource Groups
• Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and rewards for completing designations

Fidelity Canada is an equal opportunity employer

Fidelity Canada 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.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at [e-mail].

No telephone inquiries or agencies please. We thank all applicants for their interest; only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

• Canada's Top 100 Employers
• Greater Toronto's Top Employers
• Canada's Top Family-Friendly Employers
• Canada's Top Employers for Young People

Great Place To Work Certified

• Best Workplaces for Inclusion
• Best Workplaces for Mental Wellness
• Best Workplaces for Today's Youth
• Best Workplaces for Women
• Best Workplaces in Financial Services & Insurance
• Best Workplaces in Ontario
• Best Workplaces with Most Trusted Executive Teams

• LinkedIn Top Companies in Canada
• HRD - Best Place To Work awards and recognition

Designations

• Canadian Compassionate Companies - Certified
• Benefits Canada's Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Diversity & Inclusion in Recruiting
• Canadian HR Reporter’s Most Innovative HR Team

Accommodation and other notices may appear as required by law.