Wealth Advisor/Financial Planner

Fidelity Canada

10d•$100,000 - $140,000•Remote

About The Position

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 Who 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.

Requirements

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 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

Nice To Haves

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

Responsibilities

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

Benefits

100% remote and hybrid work arrangements
Competitive total compensation package
Competitive base salary and bonus opportunities.
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
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