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Senior Wealth Advisor/Senior Financial Planner

2 months ago

Vancouver, Canada Fidelity Canada Full time
Job Description

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 Senior Wealth Advisor will play a key role establishing and maintaining strong relationships with clients. The Senior Wealth Advisor will be responsible for investment servicing, retention and fostering portfolio growth. In addition, the incumbent will manage and grow a dedicated client portfolio while creating comprehensive financial plans and providing exceptional client service. The incumbent will work closely with the Sales Development VP, products and investment management to execute on strategies for long-term client relationships.

How You’ll Make an Impact

  1. Develop business development strategies to maintain and grow client portfolios
    • Partner with clients and prospects to understand their objectives and what is important to them in setting financial goals.
    • Act as a concierge to clients to assist with their financial needs and ensure client satisfaction with a focus on retention of clients.
    • Provide regular updates to clients on investment strategies, capital markets and various other aspects of the client’s financial needs.
    • Be resourceful when determining solutions that will add value to the client’s long-term goals.
  2. Able to develop investment and financial planning strategies for our clients on how to invest their portfolios and plan for long-term financial goals.
    • Complete a deep discovery to understand clients financial and nonfinancial situation and what factors are important to them.
    • Leverage our financial planning software to put together a plan to address identified client needs and goals.
    • Continuously review and update client plans as material changes occur throughout various life stages.
  3. Develop and maintain long-term client relationships
    • Ensure clients receive the appropriate levels of service, including meetings, planning, reporting, and responses to requests/questions.
    • Proactively contact existing clients to educate them about investment strategies, products and services to help them grow their portfolios.
    • Identify, execute and follow up on opportunities to gather additional client assets while providing client-centered discussions.
    • Increase number of clients doing business with Fidelity.
    • May include travel across Canada.
  4. Work closely with the Sales Development VP in the onboarding process of new books of business and the accompanying clients.
    • In collaboration with Sales Development VP, successfully on-board new clients while minimizing attrition of clients.
    • Strong understanding of internal operational model.
    • Meet with the advisor and understand the existing client relationships as part of the transition process; collaborate to best manage the transition.
  5. Provide guidance and direction to Wealth Advisor(s)
    • Mentor (Junior) Wealth Advisors to build a development pipeline.
    • Strategize ways to increase prospects, client penetration and overall book of business.
    • Increase the number of clients doing business with Fidelity advisors.

What You’ll Need

  • Exceptional communication skills; verbal and written; ability to articulate financial planning concepts clearly and succinctly.
  • 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.
  • Excellent relationship management skills and client-centric focus.
  • Outstanding attention to detail and constant commitment to excellence.

What We’re Looking For

  • Completion of a University degree in Business, Commerce, Finance or related field or equivalent work experience.
  • 7+ years of experience in investment management and advising retail and high-net worth clients.
  • Strong investment management experience and financial planning experience.
  • Bilingual in English/French is an asset.
  • Obtained CIM/CFP and LLQP designations.
  • Additional designations such as CFP, MBA are an asset.
  • Must be licensed as a Registered Representative (RR) and have the ability to sell both mutual funds and securities.
  • Must meet IIROC proficiency requirements.
  • Registered as Portfolio Manager (PM) or ability to be licensed as one is an asset.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is 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 for candidates taking part in the selection process. If you require an accommodation, please email us at FidelityCanadaStaffing@fidelity.ca.

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

• Canada's Top 100 Employers
• Greater Toronto's Top Employers
• Canada's Top Family-Friendly Employers
• Canada's Top Employers for Young People

• Great Place To Work Certified
• Best Workplaces for Inclusion
• Best Workplaces for Mental Wellness
• Best Workplaces for Today's Youth
• Best Workplaces for Women
• Best Workplaces in Financial Services & Insurance
• Best Workplaces in Ontario
• Best Workplaces with Most Trusted Executive Teams

• LinkedIn Top Companies in Canada

• Human Resource Director (HRD) - Best Place To Work
• HRD - 5-Star Benefit Program
• HRD - 5-Star Diversity & Inclusion Employer

Designations
• Canadian Compassionate Companies – Certified
• Benefits Canada's Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter's Most Innovative HR Team

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