Client Experience Specialist
2 months ago
Job Description
You will be working on a pre-defined hybrid schedule as part of Fidelity’s dynamic working arrangement.
Current work authorization for Canada is required for all openings.
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.
Client Experience Specialist
- Please note that this role is a secondment/contract ending on May 25, 2026.
Business Overview
The Client Experience Team provides personalized services to Fidelity Investments Canada ULC clients who meet the criteria of experiencing operational issues or challenges related to the complexity of the business they do with Fidelity.
How You’ll Make an Impact:
Position Overview
The Client Experience Specialist is the secondary contact, supporting the Client Experience Managers, for the delivery of exceptional operational service to FIC’s critical clients within the Client Services Division. The Client Experience Specialist supports CEMs in providing an effortless experience while maintaining a compliant environment.
Key Accountabilities
Relationship Management
- Establish, build and maintain relationships with Client Experience Managers, their advisors and key members of their offices.
Operational Expertise
- Coordinate, manage and documents all operational activities of assigned tasks and act as the reference on operational policies and procedures within FIC.
Partner with internal clients to reinforce clients Effortless Experience
- Coordinate with CEM and internal partners to positively influence client’s loyalty, sales results and case resolution.
Promote and support Innovation and continuous improvement environment
- Become an agent of change.
- Support new systems and services offerings.
- Develop skills in influencing and ability to inspire change and adoption of new habits.
What We Are Looking For:
Experience
- Minimum of 18 months related work experience in the mutual fund services industry.
- Minimum of 1-year experience in in-bound call inquiries (required).
- Minimum of 1-year experience in transaction and/or adjustment processing (required).
- Experience with end-to-end customer relationship management is preferred.
Education:
- Completion of College Diploma or equivalent experience as a minimum (required).
- Strong communication skills in English (verbal & written) (required).
- Strong communications skills in French (verbal & written) (asset).
Designations, Licenses, or Accreditations
- IFIC or CSC is preferred.
The Expertise You Bring:
1. Excellent relationship management skills - proven experience in building and managing relationships with customers
2. Excellent bilingual (French/English) verbal and written skills
3. Excellent knowledge of policy, procedures, all transaction types and product offerings
4. Motivated and proactive individual
5. Quick learner and ability to adapt to change
6. Excellent interpersonal and communication skills (verbal and written)
7. Ability to multi-task and work well under pressure
8. Ability to work equally well independently and as part of a team
9. Strong organizational and product awareness
11. Familiar with call-center technology
Fidelity Canada is an equal opportunity employer
Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.
No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.
Why Work at Fidelity?
We are proud to be recipients of the following:
Awards
- Canada's Top 100 Employers
- Greater Toronto's Top Employers
- Canada's Top Family-Friendly Employers
- Canada's Top Employers for Young People
- Great Place To Work® Certified
- Best Workplaces for Inclusion
- Best Workplaces for Mental Wellness
- Best Workplaces for Today's Youth
- Best Workplaces for Women
- Best Workplaces in Financial Services & Insurance
- Best Workplaces in Ontario
- Best Workplaces with Most Trusted Executive Teams
- LinkedIn Top Companies in
-
Client Experience Specialist
7 months ago
Toronto, Canada LifeWorks Full timeTELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is...
-
Client Experience Specialist
3 days ago
Toronto, Ontario, Canada R50 Talent Group Full timeAbout the RoleWe are seeking a Client Experience Specialist to join our team at R50 Talent Group. This is an exciting opportunity to work with high-caliber clients, executives, and partners from prestigious firms in the legal field.As a key member of our team, you will be responsible for ensuring that clients receive exceptional service and solutions aligned...
-
Client Experience Specialist
2 weeks ago
Toronto, Canada MEDCAN Full timeAbout Us: Established over 30 years ago, Medcan is a global leader in assessing clients' overall well-being and inspiring them to live well. Medcan has a comprehensive range of diagnostic assessments, which, in combination with innovative programs tailored to specific needs, are designed to successfully reach improved health outcomes. Over 70 physicians and...
-
Client Experience Specialist
7 months ago
Toronto, Canada Investment Planning Counsel Full time**Client Experience Specialist** Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience. **About Us** We specialize in financial planning for individuals,...
-
Luxury Client Experience Specialist
3 days ago
Toronto, Ontario, Canada Bvlgari Full timeJob Overview:Bvlgari seeks a highly skilled and motivated Luxury Client Experience Specialist to join our team. In this role, you will be instrumental in delivering exceptional client experiences that reflect the sophistication and values of our brand.Salary:The estimated annual salary for this position is between $60,000 to $90,000, depending on location...
-
Silversmith and Client Experience Specialist
2 weeks ago
Toronto, Ontario, Canada The Gem Studio Canada Full timeAbout The Gem Studio CanadaThe Gem Studio Canada is a dynamic and fast-paced studio where creativity and innovation thrive. We're seeking a skilled Silversmith and Client Experience Specialist to join our team.Job SummaryWe're looking for an experienced Silversmith who can lead jewelry-making workshops, provide technical guidance, and ensure client...
-
Client Experience Specialist
4 months ago
Toronto, Canada Fidelity Investments Full timeJob Description This is a hybrid role with a mix of remote and in-office working - Current work authorization for Canada is required for all openings._ Who We Are 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...
-
Client Experience On-boarding Specialist
3 days ago
Toronto, Canada Peninsula Canada Full time**Department**: Client Experience **Location**:Toronto, ON (On-site) **Salary**:$45,000.00 CAD per annum **About Us** Peninsula Canada is a provider of external HR and OHS solutions; including, employment relations and health and safety advice, consultancy, BrightHR Software and Peninsula brAInbox. We are providers to small and medium-sized businesses...
-
Client Experience On-boarding Specialist
7 days ago
Toronto, Canada Peninsula Canada Full time**Company** Peninsula Employment Services Limited **Job Title** Client Experience On-boarding Specialist **Department** **Location** Compliance Toronto, Ontario (On-site) **Salary** $45,000.00 per annum CAD **Client Experience On-boarding Specialist** **About Us** Peninsula Canada is a provider of external HR and OHS solutions; including,...
-
Client Experience Specialist, Inbound
7 months ago
Toronto, Canada MEDCAN Full timeAbout Us: Established over 30 years ago, Medcan is a global leader in assessing clients' overall well-being and inspiring them to live well. Medcan has a comprehensive range of diagnostic assessments, which, in combination with innovative programs tailored to specific needs, are designed to successfully reach improved health outcomes. Over 80 physicians and...
-
Client Experience Specialist, Inbound
7 months ago
Toronto, Canada MEDCAN Full timeAbout Us: Established over 30 years ago, Medcan is a global leader in assessing clients' overall well-being and inspiring them to live well. Medcan has a comprehensive range of diagnostic assessments, which, in combination with innovative programs tailored to specific needs, are designed to successfully reach improved health outcomes. Over 80 physicians and...
-
Inbound Client Experience Specialist
7 months ago
Toronto, Canada MEDCAN Full timeAbout Us: Established over 30 years ago, Medcan is a global leader in assessing clients' overall well-being and inspiring them to live well. Medcan has a comprehensive range of diagnostic assessments, which, in combination with innovative programs tailored to specific needs, are designed to successfully reach improved health outcomes. Over 80 physicians and...
-
Luxury Client Experience Specialist
7 days ago
Toronto, Ontario, Canada Bvlgari Full timeAbout the RoleWe are seeking a talented Luxury Client Experience Specialist to join our team at BVLGARI. As a key member of our boutique, you will play a vital role in delivering exceptional client experiences that reflect the sophistication and values of our brand.ResponsibilitiesReport directly to the Assistant Store Manager or Store Director, providing...
-
Client Experience Onboarding Specialist
7 months ago
Toronto, Canada MarkiTech Full time**We are hiring a Client Experience Onboarding Specialist at MarkiTech.** As a Client Experience - Onboarding Specialist at MarkiTech, you will play a crucial role in ensuring a smooth and successful onboarding process for our customers. You will be responsible for integrating virtual care technologies and clinical decision support systems for patients into...
-
Supervisor, Client Experience Specialist
7 months ago
Toronto, Canada Manion Wilkins & Associates Full time**WHO ARE WE?** We’re Manion, a Canadian firm that provides third party benefits administration, payments, and consulting services. Providing solutions to streamline the administration of an organization’s pensions and health benefits, they know how to deliver the highest value. Manion leads the way in web-based plan access and administration, making it...
-
Senior Associate
3 days ago
Toronto, Ontario, Canada Royal Bank of Canada Full timeElite Client Experience Specialist Opportunity at Royal Bank of CanadaWe are seeking a highly skilled and motivated individual to join our team as an Elite Client Experience Specialist. This role will play a critical part in delivering exceptional client experiences and supporting the growth of our high-net-worth clients.About the RoleIn this role, you will...
-
Toronto, Ontario, Canada The Gem Studio Canada Full timeThe Gem Studio Canada is a dynamic, fast-paced studio where creativity and innovation thrive. We are seeking a highly skilled and experienced Lead Silversmith and Client Experience Specialist to join our team in Toronto.About the Role:Facilitate hands-on jewelry-making workshops for clients, ensuring an engaging and informative experience.Provide technical...
-
Toronto, Canada Peninsula Canada Full time**Department**: Client Experience **Location**:Toronto, ON (On-site) **Salary**:Commensurate based on experience **About Us** Peninsula Canada is a provider of external HR and OHS solutions; including, employment relations and health and safety advice, consultancy, BrightHR Software and Peninsula brAInbox. We are providers to small and medium-sized...
-
Toronto, Canada CanDeal Full timeWhy join the CanDeal Team? CanDeal is a leading provider of electronic marketplaces and data services for Canadian dollar debt securities and derivatives. Its Markets Division, provides access to a deep pool of liquidity for Canadian government, agency, provincial and corporate bonds, as well as money market instruments and interest rate swaps. CanDeal...
-
Toronto, Canada CanDeal Full timeWhy join the CanDeal Team? CanDeal is a leading provider of electronic marketplaces and data services for Canadian dollar debt securities and derivatives. Its Markets Division, provides access to a deep pool of liquidity for Canadian government, agency, provincial and corporate bonds, as well as money market instruments and interest rate swaps. CanDeal...
