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 a privately owned company, we embrace innovation and continue to grow our business into the future.

Current 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 schedule.

Posting for various locations across Canada: Winnipeg, Calgary, Edmonton, and Halifax.

Responsibilities

• Work in partnership with the transition team in the onboarding process of new clients.
• Act as a concierge to clients to assist with their financial needs and ensure client satisfaction and retention.
• Proactively contact existing clients to educate them about products and services to help them onboard through a digital first experience.
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