Private Wealth Relationship Manager/Investment Counsellor

Found in: Talent CA C2 - 2 weeks ago

Toronto, Canada Fidelity Investments Full time

Description

This is a hybrid role with a mix of remote and in-office working

Who We Are

At 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 Do

Fidelity Private Wealth is a discretionary manager who provides holistic wealth planning, investment management, and personalized services. The Bilingual Advising Representative/Associate Advising Representative Relationship Manager/Investment Counsellor is responsible for providing an exceptional client experience and growing our base of high-net-worth clients. The incumbent in this position will become a meaningful partner in our clients’ lives by employing a holistic goals-based approach to help high net worth families develop a complete vision for their future and design an integrated wealth plan to make that vision a reality.

How You’ll Make an Impact

- Develop and maintain strong client relationships

Partner with clients to understand their objectives and what is important to them

Act as a concierge to clients to assist with their financial needs and ensure client satisfaction and retention

Provide regular updates to clients on investment strategies, capital markets and various other aspects of the clients’ financial needs

Be resourceful and creative when determining solutions that will add value to the client’s long-term goals

Ability to translate complex information into easy to understand concepts

- Strong financial planning and total wealth approach

Complete a deep discovery to understand clients financial and non-financial situation and what factors are important to them

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

- Entrepreneurial and results oriented

Collaborate with other departments to market Fidelity’s services and support potential prospecting and referral opportunities

Cultivate client and external relationships to help grow the Fidelity brand and foster referrals from centers of influence and existing clients

Partner with community leaders and industry professionals to help clients address their various financial needs

High degree of perseverance and adaptability when it comes to prioritizing resources and deliverables

What We’re Looking For

Completion of a University degree or equivalent work experience

Over 7 years of investment management experience working with high net worth retail investors

Chartered Investment Manager (CIM) or Level 1 of the CFA or full CFA Charter

Must be currently registered or be eligible to become registered as an Associate Advising Representative (AAR) or Advising Representative (AR) by meeting the OSC proficiency and the relevant investment management experience requirements. AR/AAR registration requirements include:

Experience in a business that manages client portfolios on a discretionary basis

Understanding of portfolio analysis or portfolio security selection

 Research and analysis of individual securities (i.e., stock picking)

Strong financial planning experience

Bilingual in French is an asset

What You Will Bring

Strong communication skills and ability to articulate complex scenarios clearly and succinctly

Ability to build and sustain meaningful relationships with key stakeholders in order to achieve the goals of the group

Results driver attitude and take accountability to deliver on the key priorities of the business and build a clear plan to ensure success

Exceptional ability to handle a variety of tasks simultaneously and efficiently

Excellent relationship management skills

Careful attention to detail and organizational skills when it comes maintaining client records

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