Wealth Advisor

We are 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. The Wealth Advisor will make moderate client recommendations and proposals and provide operational support.

Requirements

• Outstanding communication and listening skills
• In-depth understanding of product structures, capital markets and investments
• Ability to position appropriate products and investments in the context of current needs as well as clients’ long-term financial plans
• Exceptional relationship management skills and client-centric focus
• Ability to work in a team environment

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
• Health benefits and coverage
• 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