About this role
Senior Wealth Advisor at Fidelity Canada. Location: Toronto, Ontario, Canada. Role: Develop relationships, Manage portfolio, Provide planning Requirements: Senior Wealth Advisor with 7+ years in investment management and high-net-worth client service; bilingual English/French asset; licensed RR; IIROC; CFA/CIM/LLQP or CFP/MBA beneficial. Category: Finance and Accounting Seniority: Senior Level Tools: Financial planning software Certifications: registered representative (rr), iiroc proficiency, cfa, cim, llqp, cfp, mba Commitment: Full Time Workplace: Remote Languages: English, French