Company Info

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.

Job Description

This is a hybrid role with a mix of remote and in-office working. Current work authorization for Canada is required for all openings.

Fidelity Private Wealth is a discretionary manager who provides holistic wealth planning, investment management, and personalized services. The Bilingual Advising Representative/Associate Advising Representative Relationship Manager/Investment Counsellor is responsible for providing an exceptional client experience and growing our base of high-net-worth clients. The incumbent in this position will become a meaningful partner in our clients’ lives by employing a holistic goals-based approach to help high net worth families develop a complete vision for their future and design an integrated wealth plan to make that vision a reality.

Job Responsibilities

How You’ll Make an Impact

Develop and maintain strong client relationships

• Partner with clients to understand their objectives and what is important to them
• Act as a concierge to clients to assist with their financial needs and ensure client satisfaction and retention
• Provide regular updates to clients on investment strategies, capital markets and various other aspects of the clients’ financial needs
• Be resourceful and creative when determining solutions that will add value to the client’s long-term goals
• Ability to translate complex information into easy to understand concepts

Strong financial planning and total wealth approach

• Complete a deep discovery to understand clients financial and non-financial situation and what factors are important to them
• Leverage our financial planning software to put together a plan to address identified client needs and goals
• Continuously review and update client plans as material changes occur throughout various life stages

Entrepreneurial and results oriented

• Collaborate with other departments to market Fidelity’s services and support potential prospecting and referral opportunities
• Cultivate client and external relationships to help grow the Fidelity brand and foster referrals from centers of influence and existing clients
• Partner with community leaders and industry professionals to help clients address their various financial needs
• High degree of perseverance and adaptability when it comes to prioritizing resources and deliverables

Qualifications

What We’re Looking For

• Completion of a University degree or equivalent work experience
• Over 7 years of investment management experience working with high net worth retail investors
• Chartered Investment Manager (CIM) or Level 1 of the CFA or full CFA Charter
• Must be currently registered or be eligible to become registered as an Associate Advising Representative (AAR) or Advising Representative (AR) by meeting the OSC proficiency and the relevant investment management experience requirements.  AR/AAR registration requirements include:
  • Experience in a business that manages client portfolios on a discretionary basis
  • Understanding of portfolio analysis or portfolio security selection
  •  Research and analysis of individual securities (i.e., stock picking)
• Strong financial planning experience
• Bilingual in French is an asset

What You’ll Bring

• Strong communication skills and ability to articulate complex scenarios clearly and succinctly
• Ability to build and sustain meaningful relationships with key stakeholders in order to achieve the goals of the group
• Results driver attitude and take accountability to deliver on the key priorities of the business and build a clear plan to ensure success
• Exceptional ability to handle a variety of tasks simultaneously and efficiently
• Excellent relationship management skills
• Careful attention to detail and organizational skills when it comes maintaining client records

Additional Information

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. 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. If you require an accommodation, please email us at FidelityCanadaStaffing@fidelity.ca.

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

• Canada’s Top Family-Friendly Employers 2023 (7th consecutive year)
• Canada’s Top 100 Employers 2023 (7th consecutive year)
• Greater Toronto’s Top Employers 2023 (10th consecutive year)
• Canada’s Top Employers for Young People 2023
• Venngo Healthy Workplaces Award Workplace Benefits Awards – Health and Wellness Program
• HRDC Best Places to Work 2023
• HRDC 5-Star Diversity & Inclusion Employer
• HRDC 5-Star Benefit Program 2023

Designations

• A Canadian Compassionate Company
• Great Place to Work (Dec 2022 – Nov 2023)
• Best Workplaces for Women 2023 by Great Place to Work