Remote Wealth Advisor

20 hours ago

Montreal, QC, Canada Fidelity International Full-time $100,000 - $140,000 Contract

Fidelity Canada is seeking a Wealth Advisor to provide exceptional client experiences, advising on portfolios and plans while coordinating onboarding with internal teams. This role emphasizes proactive client education and developing long-term relationships in a remote/hybrid setting across Canada.

The position requires a university degree in business/finance, 5+ years in financial services, and relevant designations or progress toward CIM/CFA/ CFP. Bilingual English/French is a plus.