Senior Wealth Advisor

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. Overview

What We Do and How You’ll Make an Impact are described here as part of the Senior Wealth Advisor role, including building relationships with high-net-worth clients, developing financial plans, and providing exceptional client service. What You’ll Do

Develop and maintain strong client relationships

Act as a concierge to clients to assist with their financial needs and ensure client satisfaction with a focus on retention

Provide regular updates to clients on investment strategies and client needs

Develop investment and financial planning strategies for clients on long-term goals

Complete deep discovery to understand clients’ financial and nonfinancial factors

Leverage financial planning software to address identified client needs and goals

Continuously review and update client plans as life changes occur

Develop and maintain long-term client relationships with service, planning, and asset growth

Proactively contact existing clients to educate them about investment strategies, products and services

Identify and follow up on opportunities to gather additional client assets

May include travel across Canada

Collaborate with the Sales Development VP in onboarding new books of business

Onboard new clients with minimal attrition; understand existing client relationships during transitions

Provide guidance to Wealth Advisors

Mentor junior Wealth Advisors to build a development pipeline

Strategize ways to increase prospects, client penetration, and overall book of business

Increase the number of clients doing business with Fidelity

What You’ll Need

Exceptional communication skills; verbal and written

In-depth understanding of product structures, capital markets and investments

Ability to position appropriate products and investments for current needs and long-term plans

Excellent relationship management and client-centric focus

Attention to detail and commitment to excellence

What We’re Looking For

University degree in Business, Commerce, Finance or related field or equivalent work experience

7+ years of investment management experience with retail and high-net-worth clients

Strong investment management and financial planning experience

Bilingual in English/French is an asset

CFAs or CIMs and LLQP designations

Additional designations such as CFP, MBA are an asset

Must be licensed as a Registered Representative (RR) and able to sell mutual funds and securities

IIROC proficiency

Registered as Portfolio Manager (PM) or ability to be licensed as one is an asset

Compensation and Support

Competitive total compensation, including company contributions to group RRSP

Comprehensive health benefits with employer-paid premiums; mental health services coverage

Parental leave top-up up to 100% for 25 weeks

Home office equipment allowance up to $650

Generous time off policy with volunteer days

Diversity and inclusion programs and Employee Resource Groups

Extensive professional development opportunities and designation support

Equal Opportunity and Accommodation

Fidelity Canada is an equal opportunity employer and 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. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email FidelityCanadaStaffing@fidelity.ca No telephone inquiries or agencies please. Only those selected for an interview will be contacted. Why Work at Fidelity?

We are proud to be recipients of several awards and recognitions including Canada’s Top Employers and Great Place To Work certifications. Details are listed in the original description.

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