Wealth Advisor / Financial Planner

Fidelity Investments; Calgary; Hybrid; CAD 60,000 - 94,000; Full time

Job summary

Fidelity Investments is seeking a Wealth Advisor to provide outstanding client service and support in investment portfolios. The role involves developing financial strategies and ensuring client satisfaction. Candidates must have a relevant degree, significant experience in financial services, and strong communication skills.

Benefits

100% remote and hybrid work arrangements

Health benefits with no paid premiums

Monetary awards for designations

Generous time-off policy

Access to training courses

Up to $650 for home office equipment

Opportunity for profit-sharing

Qualifications

• 5+ years of experience in financial services industry.
• Must be licensed as a Registered Representative (RR).
• Completion of Canadian Securities Course (CSC) required.

Responsibilities

• Provide support and excellent client experiences as a Wealth Advisor.
• Advise clients on investment strategies and financial planning.
• Manage assigned client base and ensure client satisfaction.

Skills

Communication

Listening

Relationship Management

Client-centric Focus

Team Collaboration

Education

University degree in Business, Commerce, Finance or related field

Tools

Financial planning software

Job description

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

What We Do

The primary responsibility of the Wealth Advisor is to provide support and excellent client experiences. The Wealth Advisor will be advising clients on how to invest their portfolios and prepare client plans and proposals. The Wealth Advisor will be making moderate client recommendations and proposal. The Wealth Advisor will provide operational support and work closely with internal partners in portfolio services, investments, products, operations and client services to execute on client relationship strategies.

How You’ll Make an Impact

• Work in partnership with 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 their clients through a digital first experience

Be resourceful when determining moderate solutions that will add value to the client’s long-term goals

• Develop investment and financial planning strategies for our clients on how to invest their portfolios and plan for long-term financial goals.

Advise clients on how to invest their portfolios and plan for moderate / basic financial goals

Familiarity with financial planning software to put together plans to address identified client needs and goals

Ability to guide clients in an investment suitability assessment

• Manage assigned client base and ability to work in a team-based model

Proactively contact clients and prospects educate them about investment strategies, products and services to help them grow their 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 the 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 (i.e. website access)

Liaise with back-office and middle-office to provide operational and on-boarding support

Understands Fidelity Values and provides exceptional client service and / or operational support

What You’ll Need

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

What We’re Looking For

Completion of a University degree in Business, Commerce, Finance or related field or equivalent work experience

5+ years of experience in 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 an Registered Representative (RR) and have the ability to sell both mutual funds and securities

Must meet CIRO proficiency requirements

Working towards CIM or CFA (Level 1) is an asset

CFP (Certified Financial Planner) or PFP (Personal Financial Planner) is a nice to have

Fidelity Benefits and Perks!

100% remote and hybrid work arrangements

Competitive base salary and bonus opportunities. The annual salary for this role ranges from $60500 to $93500

Company contributions to your Fidelity RRSP with no matching required, with incremental growth across the first 4 years.

Opportunity to participate in Fidelity profit-sharing program

Company contributes into your RRSP, without a matching requirement from you

Health benefits and coverage, with no requirement for employee paid premiums, including up to $5000 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

Monetary awards for completing a required designation

Pregnancy / Parental / Adoption Leave - Fidelity will top-up to 100% of your salary for a period of25 weeks