Wealth Advisor/financial Planner

Fidelity Canada

Multiple Locations
Base: $100,000 to $140,000; bonus/equity: not spec...
Hybrid
5+ years in financial services
Strong knowledge of investment products
Experience with financial planning software
The Wealth Advisor will provide support and excellent client experiences

Job Summary

  • The Wealth Advisor will provide support and excellent client experiences.
  • You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment.
  • Fidelity offers a competitive total compensation package including health benefits and generous time off.

Matching Summary

The Wealth Advisor will provide support and excellent client experiences.

Salary

Base: $100,000 to $140,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • 5+ years in financial services
  • Strong knowledge of investment products
  • Experience with financial planning software

Nice-to-have

  • Bilingual in English/French
  • Exceptional relationship management skills
  • Ability to work in a team environment

Key Requirements

  • University degree in Business or Finance
  • Successful completion of the Canadian Securities Course
  • Must be licensed as a Registered Representative

Work Rights

Current work authorization for Canada required

Tailored Resume

Cover Letter