Advisor Service Centre Representative

Fidelity Canada•Toronto, ON

7d•Hybrid

About The Position

This position is available in Toronto. Please note all roles require working rotating shifts - Monday through Friday between 8 am and 8pm EST for our Advisor Service Centre teams. Who We Are Driven by our values of Trust and Integrity in everything we do, our mission is to build a better future for Canadian investors and help them stay ahead. Fidelity Investments Canada is a leader in mutual funds and ETF management. We offer 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.

Requirements

College Diploma required (Recent graduates are encouraged to apply) or equivalent experience.
Strong written and verbal communication skills in English.
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.
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.

Benefits

Extensive training, resources and support that will build your expertise, skills and confidence to help you succeed in your role. It includes mutual funds and ETF foundational knowledge and training on Fidelity’s products, policies and procedures
Ongoing support and feedback from your manager to help you grow personally and professionally.
Flexible working arrangements - 100% remote, hybrid, and in office options
Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you
Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include 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
Base Salary and Discretionary Performance Bonus: A competitive annual range of $56,000 to $69,000, based on your experience and qualifications.
RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.