Wealth Advisor – Fidelity Canada Join Fidelity Canada to help Canadian investors build better financial futures.

We offer a range of trusted investment portfolios and services. As part of Fidelity's dynamic work model, you will have a flexible, 100% remote work schedule. Proactively contact existing clients to educate them about products and services to help them onboard through a digital first experience.

Be resourceful when determining moderate solutions that add value to the client’s long‑term goals. Develop investment and financial planning strategies for clients on how to invest portfolios and plan for long‑term financial goals. Familiarity with financial planning software to put together plans to address identified client needs and goals.

Guide clients in an investment suitability assessment. Proactively contact clients and prospects to educate them about investment strategies, products and services to grow portfolios. Develop and maintain long‑term client relationships.

Ensure clients receive appropriate levels of service, including meetings, planning, reporting, and responses to requests/questions. Liaise with back‑office and middle‑office to provide operational and onboarding support. Ability to simplify complicated financial planning concepts. ~ 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. ~ Completion of a University degree in Business,



Commerce, Finance or related field or equivalent work experience. ~5+ years of experience in the 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. ~ Must be licensed as a Registered Representative (RR) and able to sell both mutual funds and securities. ~ Working toward CIM or CFA (Level 1) is an asset. ~ CFP (Certified Financial Planner) or PFP (Personal Financial Planner) is a nice to have. 100% remote and hybrid work arrangements. ~ Competitive base salary and bonus opportunities.

Health perks and coverage with no requirement for employee paid premiums, including up to $5,000 for therapy. ~ Health Care Spending Account. ~ TELUS Health Virtual Care app. ~ Up to $650 for home office equipment. ~ Generous time off policy. ~Access to over 11,000 training and development courses. ~ Pregnancy/Parental/Adoption leave – Fidelity will top‑up to 100% of your salary for 25 weeks. 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.

Fidelity

Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request.

📌 Remote Financial Services Representative (Calgary)
🏢 Fidelity Canada
📍 Calgary