Financial Planning Consultant - Halifax

As part of Fidelitys dynamic work model you will have a flexible 100% remote work schedule
Posting for various locations across Canada - Winnipeg Calgary Edmonton and Halifax.

At Fidelity weve 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 were 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 youll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. Youll have a wide range of opportunities to grow and develop your career in an inclusive environment where youll 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. The Wealth Advisor will be making moderate client recommendations and proposal. 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 clients 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 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 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 an 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 $5000 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 11000 training and development courses
• Pregnancy/Parental/Adoption Leave - Fidelity will top-up to 100% of your salary for a period of25 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 for candidates taking part in the selection process. No telephone inquiries or agencies please. o Canadas Top Employers for Young People
o Best Workplaces for Inclusion
o Best Workplaces for Todays Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o HRD - 5-Star Diversity & Inclusion Employer
TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting