05 Oct
|
Fidelity International
|
Montreal
05 Oct
Fidelity International
Montreal
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.
📌 Remote Wealth Advisor (Canada) (Montreal)
🏢 Fidelity International
📍 Montreal