Senior Financial Planner

1 month ago

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

We are seeking a highly skilled and experienced Senior Financial Planner to join our team at Fidelity Canada. 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 and providing regular updates to clients on investment strategies, capital markets, and various other aspects of their financial needs.
  • Develop and implement investment and financial planning strategies for clients, leveraging our financial planning software to address identified client needs and goals.
  • Continuously review and update client plans as material changes occur throughout various life stages, ensuring 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, and identify, execute, and follow up on opportunities to gather additional client assets.
  • Mentor Junior Wealth Advisors to build a development pipeline and articulate financial planning concepts clearly and succinctly.
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, helping Canadian investors build better financial futures for over 35 years. We offer a range of trusted investment portfolios and services, and are 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.

We are committed to creating a diverse and inclusive work environment, where you will feel valued and supported to be your best - both personally and professionally. We welcome and encourage applications from people with disabilities, and offer accommodations on request for candidates taking part in the selection process.

  • Senior Financial Planner

    3 weeks ago

    Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Senior Financial Planner OpportunityWe are seeking a highly skilled and experienced Senior Financial Planner to join our team in Calgary. As a key member of our Wealth Management team, you will be responsible for providing exceptional financial planning services to our high net worth clients.Key Responsibilities:Engage with clients in the discovery process...

  • Senior Financial Planner

    1 month ago

    Calgary, Alberta, Canada Fidelity Canada Full time

    Job Title: Senior Financial PlannerFidelity 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 investment servicing, retention, and fostering portfolio growth.Key Responsibilities:Develop and...

  • Senior Financial Planner

    1 month ago

    Calgary, Alberta, Canada Fidelity Canada Full time

    Job Title: Senior Financial PlannerFidelity 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 investment servicing, retention, and fostering portfolio growth.Key Responsibilities:Develop and...

  • Senior Financial Planner

    1 month ago

    Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Senior Financial Planner OpportunityWe are seeking a highly skilled Senior Financial Planner to join our team in Calgary. As a key member of our Wealth Management team, you will be responsible for providing exceptional financial planning services to our clients.Key Responsibilities:Engage with clients in the discovery process and conduct analysis of raw...

  • Senior Financial Planner

    1 month ago

    Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Senior Financial Planner OpportunityWe are seeking a highly skilled Senior Financial Planner to join our team in Calgary. As a key member of our Wealth Management team, you will be responsible for providing exceptional financial planning services to our clients.Key Responsibilities:Engage with clients in the discovery process and conduct analysis of raw...

  • Senior Financial Planner

    2 months ago

    Calgary, Alberta, Canada Fidelity Canada Full time

    About the RoleFidelity 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 ResponsibilitiesManage and grow a dedicated client portfolio...

  • Senior Financial Planner

    2 months ago

    Calgary, Alberta, Canada Fidelity Canada Full time

    About the RoleFidelity 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 ResponsibilitiesManage and grow a dedicated client portfolio...

  • Senior Financial Planner

    2 months ago

    Calgary, Alberta, Canada Fidelity Canada Full time

    About the RoleFidelity 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 ResponsibilitiesManage and grow a dedicated client portfolio...

  • Senior Financial Planner

    2 months ago

    Calgary, Alberta, Canada Fidelity Canada Full time

    About the RoleFidelity 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 ResponsibilitiesManage and grow a dedicated client portfolio...

  • Senior Financial Planner

    2 weeks ago

    Calgary, Alberta, Canada BRANRON HOLDING INC. Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Planner to join our team at BRANRON HOLDING INC. as a key member of our finance department. The successful candidate will be responsible for planning, controlling, and coordinating financial activities to ensure the company's financial goals are met.Key ResponsibilitiesFinancial Planning: Develop...

  • Senior Financial Planner

    1 month ago

    Calgary, Alberta, Canada Fidelity Canada Full time

    Job Title: Senior Financial PlannerAs a Senior Financial Planner at Fidelity Canada, 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 foster portfolio growth.Key Responsibilities:Manage and grow a dedicated client portfolio while...

  • Senior Financial Planner

    1 month ago

    Calgary, Alberta, Canada Fidelity Canada Full time

    Job Title: Senior Financial PlannerAs a Senior Financial Planner at Fidelity Canada, 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 foster portfolio growth.Key Responsibilities:Manage and grow a dedicated client portfolio while...

  • Financial Planner

    1 month ago

    Calgary, Alberta, Canada Canadian House Partners Full time

    Financial Planner Job DescriptionThis is a remote position with Canadian House Partners.We are seeking a skilled and experienced Financial Planner to join our team. As a Financial Planner, you will work directly with clients to help them understand their financial circumstances and achieve their short-term and long-term financial objectives.Key...

  • Financial Planner

    1 month ago

    Calgary, Alberta, Canada Canadian House Partners Full time

    Financial Planner Job DescriptionThis is a remote position with Canadian House Partners.We are seeking a skilled and experienced Financial Planner to join our team. As a Financial Planner, you will work directly with clients to help them understand their financial circumstances and achieve their short-term and long-term financial objectives.Key...

  • Financial Planner

    1 month ago

    Calgary, Alberta, Canada Canadian House Partners Full time

    Financial Planner Job DescriptionThis is a remote position with Canadian House Partners.We are seeking a skilled and experienced Financial Planner to join our team. As a Financial Planner, you will work directly with clients to help them understand their financial circumstances and achieve their short-term and long-term financial objectives.Key...

  • Financial Planner

    1 month ago

    Calgary, Alberta, Canada Canadian House Partners Full time

    Financial Planner Job DescriptionThis is a remote position with Canadian House Partners.We are seeking a skilled and experienced Financial Planner to join our team. As a Financial Planner, you will work directly with clients to help them understand their financial circumstances and achieve their short-term and long-term financial objectives.Key...

  • Senior Financial Planner

    4 weeks ago

    Calgary, Alberta, Canada BDO Full time

    Unlock Your Financial PotentialBDO is a leading firm that puts people first, every day. Our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters personal and professional growth.Your OpportunityOur Wealth Management practice is seeking a Senior Financial...

  • Senior Financial Planner

    4 weeks ago

    Calgary, Alberta, Canada BDO Full time

    Unlock Your Financial PotentialBDO is a leading firm that puts people first, every day. Our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters personal and professional growth.Your OpportunityOur Wealth Management practice is seeking a Senior Financial...

  • Financial Planner

    1 month ago

    Calgary, Alberta, Canada IG Wealth Management Full time

    Unlock Financial Freedom for ClientsAt IG Wealth Management, we're seeking a knowledgeable and experienced financial planner to join our team. As a key member of our team, you'll play a vital role in providing clients with sound, strategic, and principled financial planning.Key Responsibilities:Develop and deliver comprehensive financial plans for...

  • Financial Planner

    1 month ago

    Calgary, Alberta, Canada IG Wealth Management Full time

    Unlock Financial Freedom for ClientsAt IG Wealth Management, we're seeking a knowledgeable and experienced financial planner to join our team. As a key member of our team, you'll play a vital role in providing clients with sound, strategic, and principled financial planning.Key Responsibilities:Develop and deliver comprehensive financial plans for...