Wealth Advisor (winnipeg & Multiple Locations Available)

Fidelity

Winnipeg, Canada
Base: $100,000 to $140,000 cad annually; bonus/equ...
Hybrid
Financial planning software proficiency
Client relationship management
Investment portfolio advising
The Wealth Advisor will provide excellent client experiences by advising on investments and preparing client plans while working remotely across multiple Canadian locations

Job Summary

  • The Wealth Advisor will provide excellent client experiences by advising on investments and preparing client plans while working remotely across multiple Canadian locations.
  • Fidelity offers a competitive compensation package including base salary, bonus opportunities, RRSP contributions without employee matching, and comprehensive health benefits with no employee premiums.
  • Fidelity is committed to diversity, inclusion, and employee development, providing access to extensive training, tuition reimbursement, and a supportive work environment.

Matching Summary

The Wealth Advisor will provide excellent client experiences by advising on investments and preparing client plans while working remotely across multiple Canadian locations.

Salary

Base: $100,000 to $140,000 CAD annually; Bonus/Equity: Incentive compensation program; Benefits: RRSP contributions, health benefits with no premiums, profit-sharing, home office reimbursement

Skills & Requirements

Must-have

  • Financial planning software proficiency
  • Client relationship management
  • Investment portfolio advising
  • Remote work flexibility
  • Team-based collaboration
  • Operational client support

Nice-to-have

  • Bilingual English/French
  • Working towards CIM or CFA Level 1
  • Strong communication skills
  • Client-centric focus
  • Resourceful problem solving

Key Requirements

  • 5+ years financial services experience
  • Canadian Securities Course (CSC) completion
  • Registered Representative license
  • Ability to sell mutual funds and securities
  • CIRO proficiency requirements met
  • University degree in Business or related field
  • Current work authorization for Canada

Work Rights

Current work authorization for Canada required

Tailored Resume

Cover Letter