Wealth Advisor, Financial Planner

🕒 Dezembro 30, 2025

🇨🇦 Canadá – Remoto

💵 $100.000 - $140.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💸 Planejamento e Análise Financeira (FP&A)

👻 Score fantasma 35%

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Fidelity Canada

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 1988

💼 Consultoria

🛡️ Seguros

💸 Finanças

Consulting • Insurance • Finance

A Fidelity Canada é uma empresa dedicada a oferecer soluções financeiras para investidores canadenses com foco na melhoria de seus futuros financeiros. Há mais de 35 anos, a Fidelity tem enfatizado o sucesso e o bem-estar de seus funcionários, oferecendo um ambiente de apoio que valoriza integridade, diversidade e confiança. Com um forte compromisso com o desenvolvimento e bem-estar dos funcionários, a Fidelity Canada oferece pacotes de compensação líderes no setor, ambientes de trabalho híbridos e extensos programas de saúde e bem-estar. A empresa atende tanto investidores individuais quanto institucionais, oferecendo serviços como soluções de investimento para investidores institucionais e execução, compensação, custódia e soluções de back-office para corretoras e gestores de portfólio.

Descrição

• Work in partnership with transition team in the onboarding process of new clients • Act as a concierge to clients to assist with their financial needs and ensure client satisfaction and retention • Proactively contact existing clients to educate them about products and services to help them onboard their clients through a digital first experience • Be resourceful when determining moderate solutions that will add value to the client’s long-term goals • Develop investment and financial planning strategies for our clients on how to invest their portfolios and plan for long-term financial goals • Advise clients on how to invest their portfolios and plan for moderate/basic financial goals • Familiarity with financial planning software to put together plans to address identified client needs and goals • Ability to guide clients in an investment suitability assessment • Manage assigned client base and ability to work in a team-based model • Proactively contact clients and prospects educate them about investment strategies, products and services to help them grow their portfolios • Strategize ways to increase client penetration and overall sales • Increase number of clients doing business with Fidelity • Develop and maintain long-term client relationships • Ensure clients receive the appropriate levels of service, including meetings, planning, reporting, and responses to requests/questions • Provide exceptional client experience and client service not limited to basic operational support (i.e. website access) • Liaise with back-office and middle-office to provide operational and on-boarding support • Understands Fidelity Values and provides exceptional client service and/or operational support

🎯 Requisitos

• Completion of a 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

🏖️ Benefícios

• 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