Fidelity is seeking a Wealth Advisor to provide support and excellent client experiences. The Wealth Advisor will advise clients on how to invest their portfolios and prepare client plans and proposals.
Requirements
- 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
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, 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
