Wealth Advisor/financial Planner

Fidelity

Base: $100,000 - $140,000 cad annually; bonus/equi...
Hybrid
Financial planning software proficiency
Client relationship management
Investment portfolio advising
The Wealth Advisor will provide excellent client experiences by advising on investment portfolios and preparing client plans and proposals

Job Summary

  • The Wealth Advisor will provide excellent client experiences by advising on investment portfolios and preparing client plans and proposals.
  • Fidelity offers a competitive compensation package including base salary, bonus opportunities, RRSP contributions, health benefits, and extensive training and development programs.
  • The company embraces a flexible, 100% remote work model and fosters a diverse and inclusive environment where employees are valued and supported.

Matching Summary

The Wealth Advisor will provide excellent client experiences by advising on investment portfolios and preparing client plans and proposals.

Salary

Base: $100,000 - $140,000 CAD annually; Bonus/Equity: Variable compensation plan; Benefits: RRSP contributions, health benefits, profit-sharing, home office equipment allowance

Skills & Requirements

Must-have

  • Financial planning software proficiency
  • Client relationship management
  • Investment portfolio advising
  • Remote work schedule
  • Operational support for client services
  • Team-based work environment

Nice-to-have

  • Bilingual English/French
  • Working towards CIM or CFA Level 1
  • Exceptional communication skills
  • Client-centric focus
  • Resourceful problem solving
  • Inclusive and diverse workplace culture

Key Requirements

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

Work Rights

Current work authorization for Canada required

Tailored Resume

Cover Letter