Wealth Advisor/Financial Planner

Responsibilities

• Provide investment advice and develop financial planning strategies to help clients achieve long-term goals
• Act as a concierge during the client onboarding process to ensure high satisfaction and retention
• Proactively contact existing clients and prospects to educate them on products, services, and investment strategies
• Utilize financial planning software to prepare comprehensive client plans and proposals
• Manage an assigned client base within a team-based model to increase client penetration and sales
• Liaise with internal portfolio services, operations, and client services teams to execute relationship strategies

Requirements

• University degree in Business, Commerce, Finance, or a related field
• 5+ years of experience in the financial services industry
• Successful completion of the Canadian Securities Course (CSC)
• Licensed as a Registered Representative (RR) with the ability to sell both mutual funds and securities
• Must meet CIRO proficiency requirements
• In-depth understanding of capital markets, investment products, and product structures
• Exceptional communication, listening, and relationship management skills

Preferred Qualifications

• CFP (Certified Financial Planner) or PFP (Personal Financial Planner) designation
• Working towards CIM or CFA (Level 1)
• Bilingualism in English and French

Benefits

• 100% remote work flexibility
• Competitive base salary ($100,000 - $140,000) and variable incentive compensation
• Company RRSP contributions with no employee matching required
• Comprehensive health benefits with no employee-paid premiums, including up to $5,000 for therapy
• Health Care Spending Account and Health and Fitness Reimbursement
• Home office equipment allowance of up to $650
• Generous time off policy and 2 paid volunteer days annually
• Access to extensive training, development courses, and tuition reimbursement

About the Company

Fidelity Canada has been helping Canadian investors build better financial futures for over 35 years. As a privately owned company, we embrace innovation and provide a diverse, inclusive environment where employees are supported to grow both personally and professionally.