Wealth Advisor/Financial Planner – Fidelity Investments

Title of the Job: Wealth Advisor/Financial Planner

Location: Vancouver, BC

Job Description: Job DescriptionCurrent 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 scheduleWho We AreAt Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services – and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best – both personally and professionally.What We DoThe primary responsibility of the Wealth Advisor is to provide support and excellent client experiences. The Wealth Advisor will be advising clients on how to invest their portfolios and prepare client plans and proposals. The Wealth Advisor will be making moderate client recommendations and proposal. The Wealth Advisor will provide operational support and work closely with internal partners in portfolio services, investments, products, operations and client services to execute on client relationship strategies.How You’ll Make an Impact– 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 retentionProactively contact existing clients to educate them about products and services to help them onboard their clients through a digital first experienceBe 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 goalsFamiliarity with financial planning software to put together plans to address identified client needs and goalsAbility to guide clients in an investment suitability assessment– Manage assigned client base and ability to work in a team-based modelPrepare client plans and proposals based on clients’ needs within one business dayProactively contact clients and prospects educate them about investment strategies, products and services to help them grow their portfoliosStrategize ways to increase client penetration and overall salesIncrease number of clients doing business with Fidelity– Develop and maintain long-term client relationshipsEnsure 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 supportUnderstands Fidelity Values and provides exceptional client service and/or operational supportWhat You’ll NeedOutstanding communication and listening skills; verbal and written. Ability to simplify complicated financial planning conceptsIn-depth understanding of product structures, capital markets and investmentsAbility 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 focusAbility to work in a team environmentWhat We’re Looking ForCompletion of a University degree in Business, Commerce, Finance or related field or equivalent work experience5+ years of experience in financial services industrySuperior knowledge of the investment industry and productsStrong familiarity with financial planning tools/softwareBilingual in English/French is an assetSuccessful 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 securitiesMust meet IIROC proficiency requirementsWorking towards CIM or CFA (Level 1) is an assetCFP (Certified Financial Planner) or PFP (Personal Financial Planner) is a nice to haveFidelity Canada is an equal opportunity employerFidelity Canada 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.Accommodation during the application processFidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at .No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.Why Work at Fidelity?We are proud to be recipients of the following:Awards

• Canada’s Top 100 Employers

o Greater Toronto’s Top Employers
o Canada’s Top Family-Friendly Employers
o Canada’s Top Employers for Young People

• Great Place To Work® Certified

o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today’s Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

• LinkedIn Top Companies in Canada

• Human Resource Director (HRD) – Best Place To Work

o HRD – 5-Star Benefit Program
o HRD – 5-Star Diversity & Inclusion EmployerDesignations

• Canadian Compassionate Companies – Certified
• Benefits Canada’s Workplace Benefits Award – Future of Work Strategy
• TalentEgg National Recruitment Excellence Award – Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter’s Most Innovative HR Team

Company Name: Fidelity Investments

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