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Senior Financial Planner

2 months ago

Calgary, Alberta, Canada Fidelity Canada Full time
About the Role

Fidelity Canada is seeking a highly skilled Senior Financial Planner to join our team. As a Senior Financial Planner, you will play a key role in establishing and maintaining strong relationships with clients, providing exceptional client service, and fostering portfolio growth.

Key Responsibilities
  • Manage and grow a dedicated client portfolio while creating comprehensive financial plans.
  • Develop and implement investment and financial planning strategies for clients.
  • Provide regular updates to clients on investment strategies, capital markets, and various other aspects of their financial needs.
  • Work closely with the Sales Development VP, products, and investment management to execute on strategies for long-term client relationships.
  • Mentor Junior Wealth Advisors to build a development pipeline.
Requirements
  • Completion of a University degree in Business, Commerce, Finance, or related field or equivalent work experience.
  • ~3-7+ years of experience in investment management experience and advising retail and high-net worth clients.
  • Strong investment management experience and financial planning experience.
  • Bilingual in English/French is an asset.
  • 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.
  • Registered as Portfolio Manager (PM) or ability to be licensed as one is an asset.
About Fidelity Canada

Fidelity Canada is a leading provider of investment and financial services. We offer a wide range of products and services to help individuals and institutions achieve their financial goals. Our team is dedicated to providing exceptional client service and building long-term relationships with our clients.

We are committed to diversity and inclusion in the workplace and welcome applications from qualified candidates from diverse backgrounds. Fidelity Canada is an equal opportunity employer and welcomes applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process.