Wealth Advisor / Financial Planner

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

Job summary

A leading financial services firm seeks a Wealth Advisor in Vancouver to provide exceptional client experiences and financial planning. The ideal candidate has over 5 years in the financial industry and expertise in investment strategies. This position offers a competitive salary between $60,500 and $93,500 and includes benefits like health coverage and remote work options.

Benefits

Competitive total compensation package

Health benefits with no employee premiums

Tuition reimbursement

Annual dues reimbursement for professional designations

Qualifications

• 5+ years of experience in the financial services industry.
• Bilingual in English/French is an asset.
• Must be licensed as a Registered Representative (RR).
• Working towards CIM or CFA (Level 1) is an asset.

Responsibilities

• Provide support and excellent client experiences.
• Develop investment and financial planning strategies.
• Advise clients on investment portfolios.
• Ensure client satisfaction and retention.

Skills

Outstanding communication and listening skills

Understanding of product structures and capital markets

Relationship management skills

Teamwork ability

Education

University degree in Business, Commerce, Finance or related field

Completion of the Canadian Securities Course (CSC)

Tools

Financial planning tools/software

Job description

Description

Description

What We Are

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.

Benefits and Perks

• Fidelity Benefits and Perks!
• 100% remote and hybrid work arrangements.
• Competitive total compensation package
• Competitive base salary and bonus opportunities. The annual salary for this role ranges from $60,500 to $93,500.
• 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 $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 designations
• Pregnancy / Parental / Adoption Leave - Fidelity will top-up to 100% of your salary for a period of 25 weeks.