Wealth Advisor (winnipeg & Multiple Locations Available)

Fidelity Canada

Winnipeg, Manitoba, Canada
Base: $100,000 to $140,000; bonus: pyrticipytion i...
Hybrid
Strong communication and listening skills
In-depth understanding of capital markets
Exceptional relationship management skills
Fidelity Canada is seeking a Wealth Advisor to provide exceptional client experiences and financial planning support across multiple locations in Canada, including Winnipeg, Calgary, Edmonton, and Halifax. The role requires extensive experience in the financial services industry, strong relationship management skills, and the ability to work in a team-oriented environment

Job Summary

  • The Wealth Advisor will advise clients on how to invest their portfolios and prepare client plans and proposals for moderate financial goals.
  • Fidelity offers a competitive total compensation package including a base salary range of $100,000 to $140,000 with bonus opportunities.
  • Employees enjoy a 100% remote work schedule along with comprehensive health benefits and company contributions to RRSPs without matching requirements.

Matching Summary

Match Score: 85

Fidelity Canada is seeking a Wealth Advisor to provide exceptional client experiences and financial planning support across multiple locations in Canada, including Winnipeg, Calgary, Edmonton, and Halifax. The role requires extensive experience in the financial services industry, strong relationship management skills, and the ability to work in a team-oriented environment.

Salary

Base: $100,000 to $140,000; Bonus: Participation in compensation-based incentive program; Benefits: Company RRSP contributions, health coverage, home office equipment allowance

Skills & Requirements

Must-have

  • Strong communication and listening skills
  • In-depth understanding of capital markets
  • Exceptional relationship management skills
  • Ability to simplify complex financial concepts
  • Team-based work environment experience

Nice-to-have

  • Bilingual in English and French
  • Working towards CIM or CFA designation
  • CFP or PFP certification
  • Resourceful problem solving for clients
  • Digital-first onboarding experience

Key Requirements

  • 5+ years of experience in financial services industry
  • Completion of Canadian Securities Course (CSC)
  • Must be licensed as Registered Representative (RR)
  • University degree in Business, Commerce, Finance or related field
  • Current work authorization for Canada required
  • CIRO proficiency requirements must be met

Work Rights

Current work authorization for Canada is required

Tailored Resume

Cover Letter