Wealth Advisor/Financial Planner (Fidelity Canada) Join to apply for the Wealth Advisor/Financial Planner role at Fidelity Canada . As part of Fidelity's energetic work model, you will have a flexible, 100% remote work schedule. At 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. The 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, making moderate client recommendations.

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. Proactively contact existing clients to educate them about products and services to help them onboard their clients through a digital first experience. Be 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. Familiarity with financial planning software to put together plans to address identified client needs and goals. Ability to guide clients in an investment suitability assessment.

Proactively contact clients and prospects to educate them about investment strategies, products and services to help them grow their portfolios. Develop and maintain long‑term client relationships. Ensure 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 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 have the ability to sell both mutual funds and securities. ~ Working towards 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 benefits 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 a period of 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. Accommodation during the application process – Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process.

No telephone inquiries or agencies please. Canada's Top Employers for Young People Best Workplaces for Inclusion Best Workplaces for Today’s Youth Best Workplaces for Women Best Workplaces in Financial Services & Insurance HRD – 5‑Star Diversity & Inclusion Employer TalentEgg National Recruitment Excellence Award – Special Award for Diversity & Inclusion in Recruiting Mid‑Senior level Full‑time Finance and Sales

📌 Financial Services Representative- Full Time (Mississauga)
🏢 Fidelity Canada
📍 Mississauga