Skip to main content
Fidelity Canada logo
Fidelity Canada

Wealth Advisor

Auto-translated from French · original: Conseiller ou conseillère en gestion de patrimoine | Wealth Advisor

5 day weekGenerous Parental LeaveCA$100k – CA$140kOnsite · Montreal, QC, Canada

Job Description

This hybrid role combines remote and in-office work.

You will work entirely remotely as part of Fidelity's dynamic work model.

The incumbent is required to communicate directly with our clients and colleagues across Canada. Clients must be served in the official language of their choice (French or English).

Who We Are

At Fidelity, we have been helping Canadian investors take control of their financial future for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services, and we are constantly looking for new ways to better serve our clients. As we continue to expand as a private company, we are firmly focused on innovation in all our areas of business.

Working with us means being part of a diverse group of motivated people who make a real difference in the lives of our clients and communities every day. You will have numerous opportunities to grow and advance your career in an inclusive environment where your value is recognized and you are supported—a place that encourages you to do your best, both personally and professionally.

Your Role

The primary responsibility of the Wealth Advisor is to provide unparalleled support and service to our clientele. The incumbent will advise clients on how to invest their portfolios and prepare plans and proposals for them. The Wealth Advisor will provide sound recommendations and proposals to clients. They will provide operational support and work closely with internal partners, including specialists in portfolios, investments, products, operations, and client service, to execute client relationship strategies.

Your Contribution

- Work in partnership with the transition team responsible for onboarding new clients.

  • Assist clients in meeting their financial needs and ensure their satisfaction and retention.

  • Proactively communicate with existing clients to inform them about products and services and help them onboard their own clients digitally.

  • Demonstrate creativity in proposing sensible solutions that will add value for clients in the pursuit of their goals.

- Develop investment and financial planning strategies for our clients to help them invest their portfolios and achieve their long-term financial goals.

  • Offer investment advice to clients to help them invest their portfolios and plan to reach basic or moderately complex financial goals.

  • Use financial planning software to develop plans that meet client needs and goals.

  • Guide clients by assessing the suitability of investments.

- Manage the assigned client base and work as part of a team.

  • Prepare plans and proposals tailored to client needs within one business day.

  • Proactively communicate with current and potential clients to inform them about investment strategies, products, and services to help them grow their portfolios.

  • Establish strategies to expand the client base and increase overall sales.

  • Increase the number of clients doing business with Fidelity.

- Develop and maintain long-term client relationships.

  • Ensure clients receive an appropriate level of service (meetings, planning, updates, responses to requests and questions, etc.).

- Provide an exceptional client experience and service that goes beyond basic operational support and website features.

  • Collaborate with the administrative and market monitoring departments to provide operational support and onboard clients.

  • Embody Fidelity's values and provide exceptional client service and operational support.

Your Skills

  • Strong oral and written communication skills. Ability to simplify complex financial planning concepts.

  • In-depth understanding of products, financial markets, and investments.

  • Ability to match appropriate products to clients' current needs and long-term financial plans.

  • Exceptional relationship management skills and a client-centric approach.

  • Ability to work in a team.

Required Qualifications

  • University degree, preferably in business administration, commerce, finance, or a related field, or equivalent professional experience.

  • Over five years of experience in the financial services sector.

  • In-depth knowledge of the investment industry and investment products.

  • Good knowledge of financial planning tools and software.

  • Bilingual (French and English).

  • Canadian Securities Course (CSC).

  • Registered Representative authorized to sell mutual funds and securities.

  • Compliance with CIRO proficiency standards.

  • Candidacy for the Chartered Investment Manager (CIM) or CFA (Level 1) designation is considered an asset.

  • Financial planning training (CFP) or Personal Financial Planning (PFP) is considered an asset.

Here are some of the ways we will help you feel valued and supported within our team:

  • Flexible work arrangements.

  • Competitive total compensation, including a group RRSP contribution with no requirement for you to contribute.

  • Comprehensive health benefits from your first day, including up to $5,000 per year for mental health services and therapy, with premiums fully paid by the employer.

  • Parental leave at 100% of your salary for a period of 25 weeks.

  • Up to $650 for your home office equipment.

  • Generous leave policy, including two paid days annually to volunteer at a charity of your choice.

  • Diversity and inclusion programs, including an active network of employee resource groups.

  • Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and rewards for obtaining mandatory professional designations.

Total rewards that reflect your contribution

We believe that exceptional work should be rewarded. That is why we offer a competitive compensation program designed to support your success in the present and your financial well-being in the future.

For this position, your total compensation includes the following elements:

  • Base Salary: A competitive annual salary ranging from $100,000 to $140,000, depending on your experience and skills.
  • Variable compensation plan: An incentive program based on compensation that rewards you for results and goals achieved.
  • RRSP contributions: After six months of employment, we invest in your future by contributing to a Registered Retirement Savings Plan (RRSP), with no requirement for you to contribute.

We are proud to offer a compensation plan that complies with provincial pay transparency requirements.

We are committed to promoting a culture centered on compassion and individuality, and we are proud to have been named one of Canada's Top 100 Employers for the last five years.

Fidelity Canada subscribes to the principle of employment equity

Fidelity Canada is committed to fostering a diverse and inclusive workplace. All eligible applications will be reviewed without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, veteran status, Indigenous or Native American status, or any other status protected by law.

We use the AI-powered LinkedIn Hiring Assistant to support certain stages of our recruitment process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Assistant, please keep in mind that its answers are not official and must be confirmed by Fidelity for accuracy and completeness. If you are selected for an interview, the recruiter who contacts you will be best placed to answer your questions.

Accommodations during the job application process

Fidelity Canada welcomes and encourages job applications from people with disabilities. Accommodations are available upon request for candidates participating in the selection process. If you require an accommodation, please email us at [email protected].

By applying for this position, you consent to receive an automated acknowledgment of receipt.

We do not respond to inquiries by phone and do not accept applications through agencies. We thank all candidates for their interest. Please note that only those selected for an interview will be contacted.

Why choose Fidelity?

Awards

  • Canada's Top Family-Friendly Employers

  • Canada's Top 100 Employers

  • Greater Toronto's Top Employers

  • Canada's Top Employers for Young People

  • Venngo Healthy Workplace – Award for workplace health and wellness programs

  • HRD Canada Best Place to Work Award.

  • 5-Star Diversity and Inclusion Employer according to HRD Canada

  • 5-Star Benefit Program in 2023 according to HRD Canada

Designations

·Canadian Compassionate Companies

·Great Place to Work list of best workplaces

·Great Place to Work list of best workplaces for women

Apply now