Advisor Service Centre Representative
About The Position
This position is available in Toronto (Mississauga) and Calgary. Fidelity Investments Canada is a leader in mutual funds and ETF management, offering a complete line of products and services to investors through a network of third-party brokers and financial advisors. Our primary goal is to support investment professionals as they endeavor to prepare their clients’ retirement and other significant life goals which demand focused financial management. The Advisor Service Centre Representative will provide exceptional customer service experience to investment advisors, their support teams and investors in our inbound contact centre. You will work directly with advisors and investors to provide them with the support they need to educate and plan their short-term and long-term investment strategies. You represent Fidelity as you are responsible for answering our clients’ request for information and directing them to the appropriate department when required on a timely basis.
Requirements
- College Diploma required (Recent graduates are encouraged to apply) or equivalent experience.
- Strong written and verbal communication skills in English.
- Bilingualism in French and English (verbal and written) is an asset.
- Passion for delivering an exceptional client experience
- Strong desire to learn and grow
- Thrive in a workplace culture that promotes collaboration, diversity and belonging
- Flexible and adaptable
- Analytical and critical thinking skills to solve client problems
- Embrace new technologies
- Detail oriented
Nice To Haves
- Bilingualism in French and English (verbal and written) is an asset.
Responsibilities
- Provide exceptional customer service experience to investment advisors, their support teams and investors in our inbound contact centre.
- Work directly with advisors and investors to provide them with the support they need to educate and plan their short-term and long-term investment strategies.
- Answer clients' requests for information and directing them to the appropriate department when required on a timely basis.
Benefits
- Extensive training, resources and support
- Mutual funds and ETF foundational knowledge and training on Fidelity’s products, policies and procedures
- Ongoing support and feedback from manager
- Flexible working arrangements - 100% remote, hybrid, and in office options
- Competitive total compensation
- Company contributions to your group RRSP without a matching requirement
- Comprehensive health benefits that start on your first day, with 100% employer-paid premiums
- Up to $5000 annually for mental health services and therapy
- Parental leave top-up to 100% of your salary for a period of 25 weeks
- Up to $650 for home office equipment
- Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice
- Diversity and inclusion programs, including an active network of Employee Resource Groups
- Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
