Senior Advisor financial planner
3 weeks ago
As part of Fidelity's dynamic work model, you will have a flexible, 100% remote work schedule.
Who We AreAt 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 DoThe 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.
Provide regular updates to clients on investment strategies, capital markets, and various other aspects of the client’s financial needs.Able to develop investment and financial planning strategies for our clients on how to invest their portfolios and plan for long-term financial goals.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.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.Mentor (Junior) Wealth Advisors to build a development pipeline.-
Financial Planner
6 days ago
Vancouver, British Columbia, Canada Assante Financial Management Full timeOur Wealth Management practice is expanding, and we are seeking a career-minded professional to support a Senior Financial Planner. The successful candidate will play a key role in guiding our clients through critical financial decisions. Key responsibilities include: * Collaborating with the Senior Financial Planner to develop and implement comprehensive...
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Financial Planner
6 days ago
Vancouver, British Columbia, Canada Assante Financial Management Full timeOur Wealth Management practice is expanding, and we are seeking a career-minded professional to support a Senior Financial Planner. The successful candidate will play a key role in guiding our clients through critical financial decisions. Key responsibilities include: * Collaborating with the Senior Financial Planner to develop and implement comprehensive...
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Financial Planner
7 days ago
Vancouver, Canada Assante Financial Management Full timeOur Wealth Management practice is expanding, and we are looking for a career-minded Financial Planner to join our team. The successful candidate will play an important role supporting a Senior Financial Planner and working with other team members. What you will do: · Guide our clients through crit
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Senior Financial Planner
4 days ago
Vancouver, British Columbia, Canada Fidelity Investments Full timeJob Title: Senior Financial PlannerAs a Senior Financial Planner at Fidelity Investments, you will play a key role in establishing and maintaining strong relationships with clients. Your primary responsibility will be to provide investment servicing, retention, and fostering portfolio growth.Key Responsibilities:Manage and grow a dedicated client portfolio...
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Senior Financial Planner
4 days ago
Vancouver, British Columbia, Canada Fidelity Investments Full timeJob Title: Senior Financial PlannerAs a Senior Financial Planner at Fidelity Investments, you will play a key role in establishing and maintaining strong relationships with clients. Your primary responsibility will be to provide investment servicing, retention, and fostering portfolio growth.Key Responsibilities:Manage and grow a dedicated client portfolio...
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Financial Planner
4 days ago
Vancouver, British Columbia, Canada Assante Financial Management Full timeFinancial Planner OpportunityWe are seeking a skilled Financial Planner to support our Wealth Management practice. As a key member of our team, you will work closely with a Senior Financial Planner and other team members to deliver exceptional service to our clients.Key Responsibilities:Provide guidance to clients on critical life decisions, focusing on...
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Financial Planner
4 days ago
Vancouver, British Columbia, Canada Assante Financial Management Full timeFinancial Planner OpportunityWe are seeking a skilled Financial Planner to support our Wealth Management practice. As a key member of our team, you will work closely with a Senior Financial Planner and other team members to deliver exceptional service to our clients.Key Responsibilities:Provide guidance to clients on critical life decisions, focusing on...
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Financial Planner
1 month ago
Vancouver, Canada Assante Financial Management Full timeCompany DescriptionAssante Financial is a full service financial company with financial planning at it's core. We are a fast moving six member team that is growing quickly to serve a growing client base. Role DescriptionThis is a full-time on-site role for a Financial Planner at Assante Financial Management Ltd. located in Vancouver, BC. As a Financial...
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Financial Planner
3 weeks ago
Vancouver, Canada Assante Financial Management Full timeCompany DescriptionAssante Financial is a full service financial company with financial planning at it's core. We are a fast moving six member team that is growing quickly to serve a growing client base. Role DescriptionThis is a full-time on-site role for a Financial Planner at Assante Financial Management Ltd. located in Vancouver, BC. As a Financial...
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Financial Planner
1 month ago
Vancouver, Canada Assante Financial Management Full timeCompany DescriptionAssante Financial is a full service financial company with financial planning at it's core. We are a fast moving six member team that is growing quickly to serve a growing client base. Role DescriptionThis is a full-time on-site role for a Financial Planner at Assante Financial Management Ltd. located in Vancouver, BC. As a Financial...
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Financial Planner
1 month ago
Vancouver, Canada Assante Financial Management Full timeCompany Description Assante Financial is a full service financial company with financial planning at it's core. We are a fast moving six member team that is growing quickly to serve a growing client base. Role Description This is a full-time on-site role for a Financial Planner at Assante Financial Management Ltd. located in Vancouver, BC. As a...
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Financial Planner
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Vancouver, BC, Canada Assante Financial Management Full timeCompany DescriptionAssante Financial is a full service financial company with financial planning at it's core. We are a fast moving six member team that is growing quickly to serve a growing client base. Role DescriptionThis is a full-time on-site role for a Financial Planner at Assante Financial Management Ltd. located in Vancouver, BC. As a Financial...
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1 month ago
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Financial Advisor
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Financial Advisor
2 weeks ago
Vancouver, British Columbia, Canada Assante Financial Management Full time**About Assante Financial Management**Assante Financial Management is a leading financial services company that provides comprehensive financial solutions to individuals and families. Our team of experts is dedicated to helping clients achieve their financial goals and secure their financial futures.**Job Summary**We are seeking a highly skilled and...
