Wealth Advisor/financial Planner

Fidelity Canada

Toronto, Canada
Base: $100,000 - $140,000; bonus/equity: not speci...
Hybrid
Client relationship management
Financial planning software familiarity
Investment suitability assessment
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.
  • Fidelity offers a competitive total compensation package and benefits.

Matching Summary

The Wealth Advisor will provide support and excellent client experiences.

Salary

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

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning software familiarity
  • Investment suitability assessment

Nice-to-have

  • Bilingual in English/French
  • Team-based collaboration
  • Simplifying financial concepts

Key Requirements

  • 5+ years of experience in financial services
  • Completion of a University degree in Business or related field
  • Must be licensed as a Registered Representative

Work Rights

Current work authorization for Canada required

Tailored Resume

Cover Letter