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 Senior Wealth Advisor will play a key role establishing and maintaining strong relationships with high-net-worth clients. The Senior Wealth Advisor will manage and grow a dedicated client portfolio while creating comprehensive financial plans and providing exceptional client service. The incumbent will have a strong client relationship focus and will employ a holistic goals-based approach to help high net worth families develop a complete vision for their future.How You'll Make An ImpactDevelop and maintain strong client relationshipsPartner with clients and prospects to understand their objectives and what is important to them in setting financial goalsAct as a concierge to clients to assist with their financial needs and ensure client satisfaction with a focus on retention of clientsProvide regular updates to clients on investment strategies, capital markets and various other aspects of the client's financial needsBe resourceful when determining solutions that will add value to the client's long-term goalsAble to develop investment and financial planning strategies for our clients on how to invest their portfolios and plan for long-term financial goals.Complete a deep discovery to understand clients financial and nonfinancial situation and what factors are important to themLeverage our financial planning software to put together a plan to address identified client needs and goalsContinuously review and update client plans as material changes occur throughout various life stageDevelop and maintain long-term client relationshipsEnsure clients receive the appropriate levels of service, including meetings, planning, reporting, and responses to requests/questionsProactively contact existing clients to educate them about investment strategies, products and services to help them grow their portfoliosIdentify,



execute and follow up on opportunities to gather additional client assets while providing client centered discussions.Increase number of clients doing business with FidelityMay include travel across CanadaWork closely with the Sales Development VP in the onboarding process of new books of business and the accompanying clients.In collaboration with Sales Development VP, successfully on-board new clients while minimizing attrition of clientsStrong understanding of internal operational modelMeet with the advisor and understand the existing client relationships as part of the transition process; collaborate to best manage the transitionProvide guidance and direction to Wealth Advisor(s)Mentor (Junior) Wealth Advisors to build a development pipelineStrategize ways to increase prospects, client penetration and overall book of businessIncrease the number of clients doing business with Fidelity advisorsWhat You'll NeedExceptional communication skills; verbal and written; ability to articulate financial planning concepts clearly and succinctlyIn-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.Excellent relationship management skills and client-centric focusOutstanding attention to detail and constant commitment to excellenceWhat We're Looking ForCompletion of a University degree in Business, Commerce, Finance or related field or equivalent work experience7+ years of experience in investment management experience and advising retail and high-net worth clientsStrong Investment management experience and Financial planning experienceBilingual in English/French is an assetObtained CFA or CIM and LLQP designationsAdditional designations such as CFP, MBA are an assetMust be licensed as an Registered Representative (RR) and have the ability to sell both mutual funds and securitiesMust meet IIROC proficiency requirementsRegistered as Portfolio Manager (PM) or ability to be licensed as one is an assetSome of the ways we'll help you feel valued and supported as part of our teamCompetitive total compensation, including company contributions to your group RRSP without a matching requirement from youComprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapyParental leave top-up to 100% of your salary for a period of 25 weeksUp to $650 for home office equipmentGenerous time off policy, including 2 paid days annually to volunteer at a charity of your choiceDiversity and inclusion programs,



including an active network of Employee Resource GroupsExtensive career development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designationTotal Rewards That Reflect Your ImpactWe believe exceptional work deserves exceptional recognition. That's why we offer acompetitive compensation packagedesigned to support your success today—and your financial well-being tomorrow.For this role, your total rewards includeBase Salary A competitive annual range of $120,000- $160,000 based on your experience and qualifications.Variable compensation plan participation in a compensation-based incentive program that rewards you for driving results and achieving targets.RRSP Contribution After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.We're proud to offer a compensation package that aligns withprovincial pay transparency requirements. This posting represents afuture vacancy or multiple future vacancieswithin our organization.Fidelity 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 followingAwardsCanada's Top 100 EmployersGreater Toronto's Top EmployersCanada's Top Family-Friendly EmployersCanada's Top Employers for Young PeopleGreat Place To Work CertifiedBest Workplaces for InclusionBest Workplaces for Mental WellnessBest Workplaces for Today's YouthBest Workplaces for WomenBest Workplaces in Financial Services & InsuranceBest Workplaces in OntarioBest Workplaces with Most Trusted Executive TeamsLinkedIn Top Companies in CanadaHuman Resource Director (HRD) - Best Place To WorkHRD - 5-Star Benefit ProgramHRD - 5-Star Diversity & Inclusion EmployerDesignationsCanadian Compassionate Companies – CertifiedBenefits Canada's Workplace Benefits Award - Future of Work StrategyTalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in RecruitingCanadian HR Reporter's Most Innovative HR Team

📌 Senior Wealth Advisor - C$120,000 - C$160,000 A Year - Remote (Toronto)
🏢 Fidelity
📍 Toronto