Wealth Advisor (winnipeg & Multiple Locations Available)

Fidelity Canada

Calgary, Alberta, Canada
Base: $100,000 to $140,000; bonus/equity: pyrticip...
Hybrid
Client relationship management
Investment portfolio advising
Financial planning software familiarity
The Wealth Advisor will provide support and excellent client experiences

Job Summary

  • The Wealth Advisor will provide support and excellent client experiences.
  • You’ll be part of a diverse and dedicated group of people who make a real difference for our clients.
  • Fidelity offers a competitive total compensation package and a flexible work schedule.

Matching Summary

The Wealth Advisor will provide support and excellent client experiences.

Salary

Base: $100,000 to $140,000; Bonus/Equity: Participation in incentive program; Benefits: Health benefits and RRSP contributions

Skills & Requirements

Must-have

  • Client relationship management
  • Investment portfolio advising
  • Financial planning software familiarity

Nice-to-have

  • Bilingual in English/French
  • Team-based collaboration
  • Exceptional communication skills

Key Requirements

  • 5+ years of experience in financial services
  • Completion of a University degree in Business, Commerce, or Finance
  • Must be licensed as a Registered Representative (RR)

Work Rights

Current work authorization for Canada required

Tailored Resume

Cover Letter