Étudiants/Étudiantes – Possibilités d’emploi au Service à la clientèle/ Student - Client Services Opportunities (Fall 2026)

Fidelity Canada • Montreal, QC

7d • Hybrid

About The Position

The incumbent of this role is required to support a team of client-facing professionals who provide service in the language of the clients’ choice (French or English). At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future. Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally. Fidelity offers you the chance to build a career, develop professionally and explore different career paths throughout the company. Students are placed into an area of interest and will be provided with a mentor to support them throughout their journey. We offer our students an extensive training program to help enhance skills in communication, public speaking, networking, business etiquette and emotional intelligence. Fidelity proudly supports various non-profit organizations and provides students with the opportunity to volunteer to make a difference in their community. You’ve worked hard to prepare yourself for a great career. No matter what your undergraduate degree is in, there is an opportunity for you at Fidelity.

Requirements

• You are working towards a university degree ideally with a concentration in finance, commerce, economics or business is preferred.
• You have strong customer service focus with effective listening and interpersonal skills.
• You are proficient in Microsoft Word and Excel.
• You must be currently enrolled in a registered co-op program to be considered for these positions.
• You must also be available on a full-time basis for the duration of the co-op term.
• Current work authorization for Canada is required for all openings.

Nice To Haves

• You have some experience in the financial services industry (an asset).
• You have a keen interest and knowledge of the financial services industry.
• Being bilingual in English and French is an asset.

Responsibilities

• Review daily audit reports for account transfers and dealer representative changes.
• Process documentation specific to financial grouping for high net worth programs.
• Identify opportunities to provide value-added service to our high net-worth clients.
• Partnering with other internal business groups to resolve account concerns and inquiries.
• Process instructions to setup systematic purchase, redemption and fund to fund exchanges.
• Complete ad hoc reports requests.
• Review of processes to identify potential areas for improvement.
• Partner with departments across Fidelity and learn how the back office provides support to those areas.
• Work with various teams within Client Services in order to resolve inquiries arising from Dealer back office.
• Update, research and maintain advisor information and change requests from various business units including Sales, Client Services, Processing, Dealer Relations and external clients.
• Support the Sales client experience through the timely and accurate update of account information (using AXIS and Salesforce.com).
• Manage short term database projects and improve efficiencies in the process.
• Provide support to the Dealer Relations Representatives and other ad hoc assignments.

Benefits

• Competitive Pay for Specialized Talent
• flexible, hourly compensation model
• market-aligned rates
• compensation package that aligns with provincial pay transparency requirements
• extensive training program to help enhance skills in communication, public speaking, networking, business etiquette and emotional intelligence
• opportunity to volunteer to make a difference in their community

What This Job Offers

• Job Type: Full-time
• Career Level: Intern