Wealth Advisor/Financial Planner
CanadaFidelity Canada
5+ ansCandidates need 5+ years in financial services, a university degree in business, commerce, finance or equivalent experience, and a Registered Representative licence with CIRO proficiency. Strong investment product knowledge, financial planning software skills, and excellent verbal and written communication are essential.
financial planning software
Wealth Advisor/Financial Planner
Toronto, ONFidelity Canada
5+ ansCandidates need five or more years in financial services, strong knowledge of investment products and planning software, and clear communication skills. A Registered Representative licence, the Canadian Securities Course and CIRO proficiency are required, and a university degree or equivalent experience is expected.
financial planning software
Technical Director IS Business Enablement, Products & Innovation
Toronto, ONFidelity Canada
7+ ans5+ gestionCandidates need a university degree or equivalent experience, 7+ years of technical architecture and delivery experience, and 5+ years of IT or operations management in financial services. Strong leadership, communication and influencing skills are required.
Operations management, Research, Presentation skills, Team leadership, Strategic planning, Conflict resolution
Sr. Analyst Advanced Analytics
Toronto, ONFidelity Canada
3+ ansCandidates need 3 to 5 years of statistical modelling and data analysis experience, a university degree in a related field or equivalent experience, and skills in Python, SQL, Tableau or Power BI, and Excel.
Python, SQL, Tableau, Power BI, KNIME, Excel
Wealth Associate (Toronto)
Toronto, ONFidelity Canada
2+ ansCandidates need a degree in business, commerce, finance or equivalent experience, 2-3 years in wealth management operations, and IR or RR licensing with CSC and CPH. Strong Salesforce skills, bilingual English and French, and knowledge of KYC and AML rules are required.
Salesforce, portfolio management tools