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Senior Financial Planner
2 months ago
As 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 while creating comprehensive financial plans and providing exceptional client service.
- 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.
- Develop investment and financial planning strategies for 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.
- Completion of a University degree in Business, Commerce, Finance, or related field or equivalent work experience.
- ~3-7+ years of experience in investment management and advising retail and high-net-worth clients.
- ~ Strong investment management 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.
Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. We are an equal opportunities employer and welcome applications from all qualified candidates.
