Wealth Advisor/Financial Planner providing support and excellent client experiences, advising clients on how to invest their portfolios and prepare client plans and proposals. The role requires 5+ years of experience in financial services industry, University degree in Business, Commerce, Finance or related field or equivalent work experience, and licensure as a Registered Representative (RR).
Requirements
- Current work authorization for Canada
- University degree in Business, Commerce, Finance or related field or equivalent work experience
- 5+ years of experience in financial services industry
- Licensure as a Registered Representative (RR)
- Successful completion of the Canadian Securities Course (CSC)
- 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
- 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
- Company contributes into your RRSP, without a matching requirement from you
- 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 - Fidelity will top-up to 100% of your salary for a period of 25 weeks
