Remote Wealth Advisor, Canada

Fidelity Canada; United States; Remote; USD 71,000 - 100,000; Full time

Benefits offered by this job

Remote and hybrid options

Competitive base salary

Bonus opportunities

RRSP contributions (no matching)

Health benefits

Professional development

Tuition reimbursement

Job summary

Fidelity Canada is hiring a Wealth Advisor to provide client-focused investment guidance and financial planning support. The role emphasizes onboarding new clients, developing strategies, and maintaining strong client relationships in a digital-first, remote environment across Canada.

The position requires a university degree in business/finance, strong communication skills, and knowledge of investment products.

Qualifications

• Outstanding communication and listening skills; verbal and written.
• 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 plans.
• Exceptional relationship management skills and client-centric focus.
• Ability to work in a team environment.

Responsibilities

• Act as a concierge to clients to assist with their financial needs and ensure client satisfaction.
• Proactively contact existing clients to educate them about products and services to onboard clients through a digital-first experience.
• Develop investment and financial planning strategies for clients.
• Advise clients on investing portfolios and long-term goals.
• Liaise with back-office to provide onboarding and operational support.

Skills

Communication skills

Client relationship management

Financial planning concepts

Team collaboration

Investment understanding

Education

University degree in Business/Finance

CSC or related certification (asset)

Tools

Financial planning tools/software

Job description

Fidelity Canada is hiring a Wealth Advisor to provide client-focused investment guidance and financial planning support. The role emphasizes onboarding new clients, developing strategies, and maintaining strong client relationships in a digital-first, remote environment across Canada.

The position requires a university degree in business/finance, strong communication skills, and knowledge of investment products.