Job Description
Current work authorization for Canada is required for all openings.
As part of Fidelity's dynamic work model, you will have a flexible, 100% remote work schedule
Posting for various locations across Canada - Winnipeg, Calgary, Edmonton, and Halifax.
Who We Are
At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.
Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.
What We Do
The primary responsibility of the Wealth Advisor is to provide support and excellent client experiences. The Wealth Advisor will be advising clients on how to invest their portfolios and prepare client plans and proposals. The Wealth Advisor will be making moderate client recommendations and proposal. The Wealth Advisor will provide operational support and work closely with internal partners in portfolio services, investments, products, operations and client services to execute on client relationship strategies.
How You’ll Make an Impact
- Work in partnership with transition team in the onboarding process of new clients.
Act as a concierge to clients to assist with their financial needs and ensure client satisfaction and retention
Proactively contact existing clients to educate them about products and services to help them onboard their clients through a digital first experience
Be resourceful when determining moderate solutions that will add value to the client’s long-term goals
-Develop investment and financial planning strategies for our clients on how to invest their portfolios and plan for long-term financial goals.
Advise clients on how to invest their portfolios and plan for moderate/basic financial goals
Familiarity with financial planning software to put together plans to address identified client needs and goals
Ability to guide clients in an investment suitability assessment
- Manage assigned client base and ability to work in a team-based model
Proactively contact clients and prospects educate them about investment strategies, products and services to help them grow their portfolios
Strategize ways to increase client penetration and overall sales
Increase number of clients doing business with Fidelity
- Develop and maintain long-term client relationships
Ensure clients receive the appropriate levels of service, including meetings, planning, reporting, and responses to requests/questions
- Provide exceptional client experience and client service not limited to basic operational support (i.e. website access)
What You’ll Need
Outstanding communication and listening skills; verbal and written. Ability to simplify complicated financial planning concepts
In-depth understanding of product structures, capital markets and investments
Ability to position appropriate products and investments in the context of current needs as well as clients’ long-term financial plans.
Exceptional relationship management skills and client-centric focus
Ability to work in a team environment
What We’re Looking For
Completion of a University degree in Business, Commerce, Finance or related field or equivalent work experience
5+ years of experience in financial services industry
Superior knowledge of the investment industry and products
Strong familiarity with financial planning tools/software
Bilingual in English/French is an asset
Successful completion of the Canadian Securities Course (CSC)
Must be licensed as an Registered Representative (RR) and have the ability to sell both mutual funds and securities
Must meet CIRO proficiency requirements
Working towards CIM or CFA (Level 1) is an asset
CFP (Certified Financial Planner) or PFP (Personal Financial Planner) is a nice to have
Fidelity Benefits and Perks!
100% remote and hybrid work arrangements
Competitive total compensation package
Competitive base salary and bonus opportunities.
Company contributions to your Fidelity RRSP with no matching required, with incremental growth across the first 4 years.
Opportunity to participate in Fidelity profit-sharing program
Company contributes into your RRSP, without a matching requirement from you
Health benefits and coverage, with no requirement for employee paid premiums, including up to $5000 for therapy
Health Care Spending Account
TELUS Health Virtual Care app
Health and Fitness Reimbursement
Up to $650 for home office equipment
Generous time off policy
2 paid days annually to volunteer
Access to over 11,000 training and development courses
Tuition reimbursement
Monetary awards for completing a required designation
Annual dues reimbursement for professional designations
Pregnancy/Parental/Adoption Leave - Fidelity will top-up to 100% of your salary for a period of 25 weeks
Total Rewards That Reflect Your Impact
We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today - and your financial well-being tomorrow.
For this role, your total rewards include:
Base Salary: A competitive annual range of $100,000 to $140,000, based on your experience and qualifications.
Variable compensation plan: participation in a compensation-based incentive program that rewards you for driving results and achieving targets.
RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution - no employee matching required.
We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.
This posting represents a future vacancy or multiple future vacancies within our organization.
We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions.
Fidelity Canada is an equal opportunity employer
Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.
Accommodation during the application process
Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at FidelityCanadaStaffing@fidelity.ca.
No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.
Why Work at Fidelity?
We are proud to be recipients of the following:
Awards
• Canada's Top 100 Employers
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young People
• Great Place To Work® Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today's Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams
• LinkedIn Top Companies in Canada
• Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion Employer
Designations
• Canadian Compassionate Companies – Certified
• Benefits Canada's Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter's Most Innovative HR Team
