Wealth Advisor

3 days ago

Montreal, Quebec, Canada Fidelity Investments Full time

About Fidelity Investments

Fidelity Investments is a leading financial services company that has 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. Our team is diverse and dedicated, and we're committed to making a real difference for our clients and communities every day.

About the Role

The primary responsibility of the Wealth Advisor is to provide exceptional client experiences and support. This includes advising clients on how to invest their portfolios, preparing client plans and proposals, and making moderate client recommendations and proposals.

The Wealth Advisor will work closely with internal partners in portfolio services, investments, products, operations, and client services to execute on client relationship strategies. This role requires outstanding communication and listening skills, as well as the ability to simplify complicated financial planning concepts.

Key Responsibilities

  • Work in partnership with the transition team to onboard new clients and provide exceptional client experiences.
  • 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 and help them onboard their clients through a digital-first experience.
  • Develop investment and financial planning strategies for clients to help them achieve their 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 work in a team-based model to prepare client plans and proposals based on clients' needs within one business day.
  • Proactively contact clients and prospects to educate them about investment strategies, products, and services to help them grow their portfolios.
  • Strategize ways to increase client penetration and overall sales.
  • Develop and maintain long-term client relationships by ensuring 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.

Requirements

  • Completion of a University degree in Business, Commerce, Finance, or related field or equivalent work experience.
  • 5+ years of experience in the financial services industry.
  • Superior knowledge of the investment industry and products.
  • Strong familiarity with financial planning tools/software.
  • Bilingual in English/French.
  • Successful completion of the Canadian Securities Course (CSC).
  • Must be licensed as a Registered Representative (RR) and have the ability to sell both mutual funds and securities.
  • Must meet IIROC proficiency requirements.
  • Working towards CIM or CFA (Level 1) is an asset.
  • CFP (Certified Financial Planner) or PFP (Personal Financial Planner) is a nice to have.

About Fidelity

Fidelity Investments is a company that values diversity and inclusion. We're committed to creating a workplace that's welcoming and inclusive for all employees. We're proud to be recognized as one of Canada's top employers and a leader in the financial services industry.

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