Wealth Advisor/Financial Planner
Fidelity CanadaToronto, Ontario, Canada
Posted December 31, 2025
100000 - 140000 CAD
Full Time
About the Company
Fidelity is a privately owned company that offers individuals and institutions a range of trusted investment portfolios and services.
Job Description
We are seeking a Wealth Advisor/Financial Planner 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.
Requirements
- University degree in Business, Commerce, Finance or related field
- 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
Benefits
- 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
- Opportunity to participate in Fidelity profit-sharing program
- Health benefits and coverage, with no requirement for employee paid premiums
- 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
