Wealth Advisor (Multiple locations available)

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

Wealth Advisor – Fidelity Canada

Join Fidelity Canada to help Canadian investors build better financial futures. We offer a range of trusted investment portfolios and services. As a privately owned company, we embrace innovation and continue to grow our business into the future.

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.

Posting for various locations across Canada: Winnipeg, Calgary, Edmonton, and Halifax.

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 and ensure client satisfaction and retention.
• Proactively contact existing clients to educate them about products and services to help them onboard through a digital first experience.
• Be resourceful when determining moderate solutions that add value to the client’s long‑term goals.
• Develop investment and financial planning strategies for clients on how to invest portfolios and plan for long‑term financial goals.
• Advise clients on how to invest portfolios and plan for moderate/basic financial goals.
• Familiarity with financial planning software to put together plans to address identified client needs and goals.
• Guide clients in an investment suitability assessment.
• Manage assigned client base and work in a team‑based model.
• Proactively contact clients and prospects to educate them about investment strategies, products and services to grow portfolios.
• Strategize ways to increase client penetration and overall sales.
• Increase number of clients doing business with Fidelity.
• Develop and maintain long‑term client relationships.
• Ensure clients receive appropriate levels of service, including meetings, planning, reporting, and responses to requests/questions.
• Provide exceptional client experience and client service not limited to basic operational support.
• Liaise with back‑office and middle‑office to provide operational and onboarding support.
• Understands Fidelity Values and provides exceptional client service and/or operational support.

Qualifications

• Outstanding communication and listening skills; verbal and written. Ability to simplify complicated financial planning concepts.
• In‑depth understanding of product structures, capital markets, and investments.
• Ability to position appropriate products and investments in the context of current needs as well as clients’ long‑term financial plans.
• Exceptional relationship management skills and client‑centric focus.
• Ability to work in a team environment.
• Completion of a University degree in Business, Commerce, Finance or related field or equivalent work experience.
• 5+ years of experience in the financial services industry.
• Superior knowledge of the investment industry and products.
• Strong familiarity with financial planning tools/software.
• Bilingual in English/French is an asset.
• Successful completion of the Canadian Securities Course (CSC).
• Must be licensed as a Registered Representative (RR) and able to sell both mutual funds and securities.
• Must meet CIRO proficiency requirements.
• Working toward CIM or CFA (Level 1) is an asset.
• CFP (Certified Financial Planner) or PFP (Personal Financial Planner) is a nice to have.

Benefits & Perks

• 100% remote and hybrid work arrangements.
• Competitive total compensation package.
• Competitive base salary and bonus opportunities. Annual salary range: $60,500 to $93,500.
• Company contributions to your Fidelity RRSP with no matching required; incremental growth across the first 4 years.
• Opportunity to participate in Fidelity profit‑sharing program.
• Health benefits and coverage with no requirement for employee paid premiums, including up to $5,000 for therapy.
• Health Care Spending Account.
• TELUS Health Virtual Care app.
• Health and Fitness Reimbursement.
• Up to $650 for home office equipment.
• Generous time off policy.
• 2 paid days annually to volunteer.
• Access to over 11,000 training and development courses.
• Tuition reimbursement.
• Monetary awards for completing a required designation.
• Annual dues reimbursement for professional design.
• Pregnancy/Parental/Adoption leave – Fidelity will top‑up to 100% of your salary for 25 weeks.

Equal Opportunity & Accommodations

Fidelity Canada is an equal opportunity employer. We are 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. If you require an accommodation, please email us at [e-mail].

Referral Program

Referrals increase your chances of interviewing at Fidelity Canada by 2x.