At a Glance
- Tasks: Provide exceptional client experiences and advise on portfolios in a remote setting.
- Company: Fidelity Canada, a leader in financial services with a focus on client relationships.
- Benefits: Flexible work environment, competitive salary, and opportunities for professional growth.
- Other info: Bilingual candidates are encouraged to apply; great career advancement potential.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: University degree in business/finance and 5+ years in financial services required.
The predicted salary is between 67500 - 82500 $ per year.
Fidelity Canada is seeking a Wealth Advisor to provide exceptional client experiences, advising on portfolios and plans while coordinating onboarding with internal teams.
This role emphasizes proactive client education and developing long-term relationships in a remote/hybrid setting across Canada.
The position requires a university degree in business/finance, 5+ years in financial services, and relevant designations or progress toward CIM/CFA/ CFP.
Bilingual English/French is a plus.
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Wealth Advisor – Remote in Calgary employer: Fidelity International
Fidelity Canada stands out as an exceptional employer, offering a dynamic work culture that prioritizes employee growth and well-being. With a flexible hybrid schedule and a commitment to diversity and inclusion, employees are empowered to thrive in their careers while enjoying competitive compensation and comprehensive benefits. The Toronto location fosters collaboration and innovation, making it an ideal environment for professionals seeking meaningful and rewarding opportunities in the financial services industry.
