Senior Wealth Advisor

Fidelity Canada

Toronto, Canada
Base: $120,000- $160,000; bonus/equity: not specif...
Fully remote
Strong client relationship focus
Investment management experience
Financial planning strategies
The Senior Wealth Advisor will manage and grow a dedicated client portfolio while creating comprehensive financial plans

Job Summary

  • The Senior Wealth Advisor will manage and grow a dedicated client portfolio while creating comprehensive financial plans.
  • You’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day.
  • We offer a competitive compensation package designed to support your success today—and your financial well-being tomorrow.

Matching Summary

The Senior Wealth Advisor will manage and grow a dedicated client portfolio while creating comprehensive financial plans.

Salary

Base: $120,000- $160,000; Bonus/Equity: Not specified; Benefits: Comprehensive health benefits, RRSP contribution

Skills & Requirements

Must-have

  • Strong client relationship focus
  • Investment management experience
  • Financial planning strategies

Nice-to-have

  • Bilingual in English/French
  • Mentorship experience
  • Commitment to excellence

Key Requirements

  • 7+ years of experience
  • Completion of a University degree
  • Registered as Portfolio Manager (PM) or ability to be licensed

Work Rights

Current work authorization for Canada required

Tailored Resume

Cover Letter