Wealth Advisor/Financial Planner

Description Who We AreAt Fidelity, we’ve 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. Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.What We DoThe primary responsibility of the Wealth Advisor is to provide support and excellent client experiences. The Wealth Advisor will be advising clients on how to invest their portfolios and prepare client plans and proposals. The Wealth Advisor will be making moderate client recommendations and proposal. The Wealth Advisor will provide operational support and work closely with internal partners in portfolio services, investments, products, operations and client services to execute on client relationship strategies.How You’ll Make an Impact- Work in partnership with transition team in the onboarding process of new clients.Act as a concierge to clients to assist with their financial needs and ensure client satisfaction and retentionProactively contact existing clients to educate them about products and services to help them onboard their clients through a digital first experienceBe resourceful when determining moderate solutions that will add value to the client’s long-term goals-Develop investment and financial planning strategies for our clients on how to invest their portfolios and plan for long-term financial goals.Advise clients on how to invest their portfolios and plan for moderate/basic financial goalsFamiliarity with financial planning software to put together plans to address identified client needs and goalsAbility to guide clients in an investment suitability assessment- Manage assigned client base and ability to work in a team-based modelProactively contact clients and prospects educate them about investment strategies, products and services to help them grow their portfoliosStrategize ways to increase client penetration and overall salesIncrease number of clients doing business with Fidelity- Develop and maintain long-term client relationshipsEnsure 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 (i.e. website access)Liaise with back-office and middle-office to provide operational and on-boarding supportUnderstands Fidelity Values and provides exceptional client service and/or operational supportWhat You’ll NeedOutstanding communication and listening skills; verbal and written. Ability to simplify complicated financial planning conceptsIn-depth understanding of product structures, capital markets and investmentsAbility to position appropriate products and investments in the context of current needs as well as clients’ long-term financial plans.Exceptional relationship management skills and client-centric focusAbility to work in a team environmentWhat We’re Looking ForCompletion of a University degree in Business, Commerce, Finance or related field or equivalent work experience5+ years of experience in financial services industrySuperior knowledge of the investment industry and productsStrong familiarity with financial planning tools/softwareBilingual in English/French is an assetSuccessful completion of the Canadian Securities Course (CSC)Must be licensed as an Registered Representative (RR) and have the ability to sell both mutual funds and securitiesMust meet CIRO proficiency requirementsWorking towards CIM or CFA (Level 1) is an assetCFP (Certified Financial Planner) or PFP (Personal Financial Planner) is a nice to haveFidelity Benefits and Perks100% remote and hybrid work arrangementsCompetitive total compensation packageCompetitive base salary and bonus opportunities. Company contributions to your Fidelity RRSP with no matching required, with incremental growth across the first 4 years.Opportunity to participate in Fidelity profit-sharing programCompany contributes into your RRSP, without a matching requirement from youHealth benefits and coverage, with no requirement for employee paid premiums, including up to $5000 for therapyHealth Care Spending AccountTELUS Health Virtual Care appHealth and Fitness ReimbursementUp to $650 for home office equipmentGenerous time off policy2 paid days annually to volunteerAccess to over 11,000 training and development coursesTuition reimbursementMonetary awards for completing a required designationAnnual dues reimbursement for professional designationsPregnancy/Parental/Adoption Leave - Fidelity will top-up to 100% of your salary for a period of 25 weeksTotal Rewards That Reflect Your ImpactWe believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well-being tomorrow.For this role, your total rewards include:Base Salary: A competitive annual range of $100,000- $140,000 based on your experience and qualifications.Variable compensation plan: participation in a compensation-based incentive program that rewards you for driving results and achieving targets.RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.We’re proud to offer a compensation package that aligns with provincial pay transparency requirements. This posting represents a future vacancy or multiple future vacancies within our organization.