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Senior Financial Planning Consultant
2 months ago
Flexible Work Environment: As part of Fidelity's innovative work model, enjoy a flexible, fully remote work schedule.
About Fidelity: With over 35 years of experience, we have been dedicated to assisting Canadian investors in building better financial futures. We provide a wide array of trusted investment portfolios and services, continuously striving to discover new and improved methods to support our clients.
Our Culture: Being a privately owned entity, we wholeheartedly embrace innovation across all sectors as we expand our business into the future. You will be part of a diverse and committed team that makes a tangible impact on our clients and communities daily.
Career Development: We offer numerous opportunities for career growth in an inclusive environment where you will feel valued and supported to excel both personally and professionally.
Role Overview: The Senior Financial Planning Consultant will be instrumental in establishing and nurturing robust client relationships. Responsibilities include investment servicing, client retention, and promoting portfolio growth.
Key Responsibilities:
- Manage and expand a dedicated client portfolio while developing comprehensive financial strategies and delivering exceptional client service.
- Collaborate closely with the Sales Development VP, product teams, and investment management to implement strategies that foster long-term client relationships.
- Provide clients with regular updates on investment strategies, capital markets, and various aspects of their financial needs.
- Develop tailored investment and financial planning strategies to help clients achieve their long-term financial objectives.
- Utilize our financial planning software to create plans that address identified client needs and goals.
- Continuously review and adjust client plans as significant life changes occur.
- Ensure clients receive high-quality service, including meetings, planning, reporting, and timely responses to inquiries.
- Proactively engage with existing clients to educate them on investment strategies, products, and services to enhance their portfolios.
- Identify and pursue opportunities to gather additional client assets while maintaining client-centered discussions.
- Mentor junior wealth advisors to cultivate a development pipeline.
- Effectively communicate financial planning concepts in a clear and concise manner.
- Possess a deep understanding of product structures, capital markets, and investment options.
- Position suitable products and investments in alignment with clients' current needs and long-term financial plans.
Qualifications:
- A University degree in Business, Commerce, Finance, or a related field, or equivalent work experience.
- 7+ years of experience in investment management and advising retail and high-net-worth clients.
- Strong background in investment management and financial planning.
- Bilingual in English/French is an asset.
- Additional designations such as CFP or MBA are advantageous.
- Must be licensed as a Registered Representative (RR) and able to sell both mutual funds and securities.
- Registered as a Portfolio Manager (PM) or the ability to obtain such registration is a plus.
Diversity and Inclusion: We are committed to considering 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. Fidelity Canada encourages applications from individuals with disabilities, and accommodations are available upon request during the selection process.
