Full-Time

Wealth Advisor/Financial Planner

Posted on 2/15/2025

Fidelity Investments

Fidelity Investments

10,001+ employees

Investment services and market data provider

No salary listed

Toronto, ON, Canada

Remote

Candidates must have current work authorization for Canada.

Category
Finance & Banking (1)
Requirements
  • Outstanding communication and listening skills; verbal and written. 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
  • Exceptional relationship management skills and client-centric focus
  • Ability to work in a team environment
Responsibilities
  • Work in partnership with 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 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
  • Advise clients on how to invest their portfolios and plan for moderate/basic 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
  • Manage assigned client base and ability to work in a team-based model
  • Proactively contact clients and prospects educate them about investment strategies, products and services to help them grow their portfolios
  • Strategize ways to increase client penetration and overall sales
  • Increase number of clients doing business with Fidelity
  • 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
  • Understands Fidelity Values and provides exceptional client service and/or operational support
Desired Qualifications
  • 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
  • Successful completion of the Canadian Securities Course (CSC)
  • Must be licensed as an Registered Representative (RR) and have the ability to sell both mutual funds and securities
  • Must meet CIRO proficiency requirements
  • Working towards CIM or CFA (Level 1) is an asset
  • CFP (Certified Financial Planner) or PFP (Personal Financial Planner) is a nice to have

Fidelity Investments provides financial services and tools that connect people to markets and their money. It offers market data and trading tools delivered across devices, such as Market Monitor for Google Glass, Windows Phone, FiOS, and iPad, with customizable watch lists and chart visualizations. Fidelity differentiates itself by combining a long-running brokerage platform with Fidelity Labs’ experimentation and cross-device data delivery, plus visualization-focused features. Its goal is to make market information and trading tools easily accessible so customers can stay informed and act on their financial decisions.

Company Size

10,001+

Company Stage

Debt Financing

Total Funding

$240.3B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Retail IPO access expanded after Fidelity cut SpaceX minimum to $2,000.
  • Digital engagement grows through market tools, watchlists, and mobile trading experiences.
  • Q1 2026 product launches, including Fidelity Digital Dollar, broaden innovation opportunities.

What critics are saying

  • Anti-flipping rules can frustrate retail IPO buyers and reduce participation.
  • The August 2024 data breach settlement damages trust and increases legal exposure.
  • Tech-team restructuring risks slower product delivery and service-quality disruptions.

What makes Fidelity Investments unique

  • Fidelity combines brokerage, retirement, custody, and wealth-management services at massive scale.
  • Its active-trader platform added Trader+ web features in Q1 2026.
  • Fidelity Labs repeatedly launches beta products before broader rollout.

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Your Connections

People at Fidelity Investments who can refer or advise you

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

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Understanding Fidelity Gold IRA: A comprehensive guide.

Understanding Fidelity Gold IRA: A comprehensive guide. In recent years, interest in alternative investment options, especially gold, has surged among investors looking to diversify their portfolios and hedge against inflation. In recent years, interest in alternative investment options, especially gold, has surged among investors looking to diversify their portfolios and hedge against inflation. One of the most popular methods for investing in gold is through a Gold Individual Retirement Account (IRA). Fidelity Investments, a well-known financial services corporation, offers a Gold IRA option that allows investors to include physical gold as part of their retirement savings. This report provides an overview of Fidelity Gold IRA, its benefits, investment options, and considerations for potential investors. What is a Gold IRA? A Gold IRA is a type of self-directed Individual Retirement Account that allows investors to hold physical best gold ira companies in usa (bwjobs4graduates.online) and other precious metals as part of their retirement portfolio. Unlike traditional IRAs, which typically include stocks, bonds, and mutual funds, a Gold IRA enables investors to diversify their assets by adding tangible commodities. This can be particularly appealing during times of economic uncertainty when traditional investments may be more volatile. Fidelity Gold IRA overview. Fidelity Investments offers a variety of retirement accounts, including the option to invest in gold ira companies near me through a Gold IRA. Fidelity Gold IRA allows investors to purchase physical gold bullion, coins, and other precious metals, which are then stored in a secure facility. Fidelity acts as the custodian for these assets, ensuring compliance with IRS regulations and providing account management services. Benefits of Fidelity Gold IRA. * Diversification: Adding top 10 gold ira companies to a retirement portfolio can help diversify investments, reducing overall risk. Gold often performs well during economic downturns, making it a valuable asset for risk management. * Inflation Hedge: Gold is often considered a hedge against inflation. As the value of currency decreases, gold tends to retain its value, providing a safeguard for retirement savings. * Tax Advantages: Like traditional IRAs, contributions to a Gold IRA can be tax-deductible, and the growth of investments is tax-deferred until withdrawal, allowing for potential tax savings over time. * Tangible Asset: Gold is a physical asset that investors can hold, unlike stocks or bonds. This tangibility can provide a sense of security for some investors, knowing they own a real, valuable commodity. * Professional Management: Fidelity provides professional management and custodial services for Gold IRAs, ensuring that investors' assets are secure and compliant with IRS regulations. Investment options. Fidelity Gold IRA allows investors to choose from a variety of gold products, including: * Gold Bullion: These are bars or ingots of gold that meet specific purity standards set by the IRS. Investors can purchase gold bullion in various weights. * Gold Coins: Investors can also opt for government-issued gold coins, such as the American Gold Eagle or the Canadian Gold Maple Leaf. These coins what are the best gold ira companies recognized for their purity and are easily tradable. * Other Precious Metals: In addition to gold, Fidelity Gold IRA may also allow investments in other precious metals, such as silver, platinum, and palladium, broadening investment opportunities. Considerations for investors. While a Fidelity Gold IRA offers numerous benefits, there are several considerations that potential investors should keep in mind: * Fees and Costs: Investors should be aware of the fees associated with setting up and maintaining a Gold IRA. This may include custodian fees, storage fees for physical assets, and transaction fees for buying or selling gold. * IRS Regulations: Gold IRAs are subject to strict IRS regulations regarding the type of gold that can be held in the account. Investors must ensure that their gold investments meet the required purity standards to avoid penalties. * Market Volatility: While gold is often viewed as a stable investment, its price can still be subject to market fluctuations. Investors should be prepared for potential volatility in the value of their gold holdings. * Liquidity: Selling physical gold may not be as straightforward as selling stocks or bonds. Investors should consider the liquidity of their gold investments and the potential time and costs involved in selling. * Long-term Commitment: A Gold IRA is designed for long-term retirement savings. Investors should be prepared to hold their gold investments for an extended period to maximize potential returns. How to open a Fidelity Gold IRA. Opening a Fidelity Gold IRA involves several steps: * Research and Education: Investors should educate themselves about gold investing and the specifics of Gold IRAs. Understanding the benefits, risks, and regulations is crucial. * Choose a Custodian: Fidelity serves as the custodian for Gold IRAs, so investors will need to establish an account with them. This may involve filling out necessary forms and providing identification. * Fund the Account: Investors can fund their Gold IRA through contributions, rollovers from existing retirement accounts, or transfers from other IRAs. Fidelity will provide guidance on the funding process. * Select Gold Investments: Once the account is funded, investors can choose their preferred gold products, whether bullion or coins. Fidelity will facilitate the purchase and storage of these assets. * Monitor and Manage: Investors should regularly monitor their Gold IRA and stay informed about market trends and changes in gold prices. Fidelity provides account management tools and resources to help investors track their investments. Conclusion. A Fidelity Gold IRA offers investors a unique opportunity to diversify their retirement portfolios by including physical gold and other precious metals. With potential benefits such as inflation protection, tax advantages, and professional management, a Gold ira investing best gold ira companies can be an appealing option for those looking to secure their financial future. However, it is essential for investors to conduct thorough research, understand the associated costs and regulations, and consider their long-term investment goals before opening a Gold IRA. By doing so, they can make informed decisions that align with their financial aspirations and retirement plans.

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