Wealth Advisor/Financial Planner

Get AI-powered advice on this job and more exclusive features.Job DescriptionCurrent 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 scheduleWho 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 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 ImpactWork 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 retentionProactively contact existing clients to educate them about products and services to help them onboard their clients through a digital first experienceBe resourceful when determining moderate solutions that will add value to the client’s long-term goalsDevelop 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 goalsFamiliarity with financial planning software to put together plans to address identified client needs and goalsAbility to guide clients in an investment suitability assessmentManage assigned client base and ability to work in a team-based modelProactively contact clients and prospects educate them about investment strategies, products and services to help them grow their portfoliosStrategize ways to increase client penetration and overall salesIncrease number of clients doing business with FidelityDevelop and maintain long-term client relationshipsEnsure clients receive the appropriate levels of service, including meetings, planning, reporting, and responses to requests/questionsProvide 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 supportUnderstands Fidelity Values and provides exceptional client service and/or operational supportWhat You’ll NeedOutstanding communication and listening skills; verbal and written. Ability to simplify complicated financial planning conceptsIn-depth understanding of product structures, capital markets and investmentsAbility 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 focusAbility to work in a team environmentWhat We’re Looking ForCompletion of a University degree in Business, Commerce, Finance or related field or equivalent work experience5+ years of experience in financial services industrySuperior knowledge of the investment industry and productsStrong familiarity with financial planning tools/softwareBilingual in English/French is an assetSuccessful 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 securitiesMust meet CIRO proficiency requirementsWorking towards CIM or CFA (Level 1) is an assetCFP (Certified Financial Planner) or PFP (Personal Financial Planner) is a nice to haveFidelity Benefits and Perks100% remote and hybrid work arrangementsCompetitive total compensation packageCompetitive 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 programCompany contributes into your RRSP, without a matching requirement from youHealth benefits and coverage, with no requirement for employee paid premiums, including up to $5000 for therapyHealth Care Spending AccountTELUS Health Virtual Care appHealth and Fitness ReimbursementUp to $650 for home office equipmentGenerous time off policy2 paid days annually to volunteerAccess to over 11,000 training and development coursesTuition reimbursementMonetary awards for completing a required designationAnnual dues reimbursement for professional designationsPregnancy/Parental/Adoption Leave - Fidelity will top-up to 100% of your salary for a period of 25 weeksFidelity Canada is an equal opportunity employerFidelity 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 processFidelity 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 followingAwardsCanada's Top 100 EmployersGreater Toronto's Top EmployersCanada's Top Family-Friendly EmployersCanada's Top Employers for Young PeopleGreat Place To Work CertifiedBest Workplaces for InclusionBest Workplaces for Mental WellnessBest Workplaces for Today's YouthBest Workplaces for WomenBest Workplaces in Financial Services & InsuranceBest Workplaces in OntarioBest Workplaces with Most Trusted Executive TeamsLinkedIn Top Companies in CanadaHuman Resource Director (HRD) - Best Place To WorkHRD - 5-Star Benefit ProgramHRD - 5-Star Diversity & Inclusion EmployerDesignationsCanadian Compassionate Companies – CertifiedBenefits Canada's Workplace Benefits Award - Future of Work StrategyTalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in RecruitingCanadian HR Reporter's Most Innovative HR TeamSeniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesReferrals increase your chances of interviewing at Fidelity Canada by 2xBanking Advisor - Toronto Downtown and Mid-TownOperations Manager - Wealth Management CanadaWe’re unlocking community knowledge in a new way. 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