Dealer Relations Specialist

6 months ago

Toronto, Canada Fidelity Investments Full time

Job Description

You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.

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 - 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.

Business Overview

The main responsibility of Dealer Relations is to continue strengthening our relationships with and service the senior administrative personnel of the mutual fund dealers that sell Fidelity mutual funds. Each mutual fund dealer is provided with a dedicated contact within Dealer Relations for administrative and operational issues that affect our business partnership. The Dealer Relations Specialist provides support to the Dealer Relations team, working in partnership with the Dealer Relations Managers to build and maintain relationships with key operational dealer contacts.

The Opportunity

The Dealer Relations Specialist processes the day to day flow of advisor information from dealers and supports the launch of Fidelity products and initiatives by partnering with the Dealer Relations Managers (DRM), Operations, Sales and Marketing.

How you’ll make an impact- Provide inside support to Dealers, Dealer Relations Managers and Manager of Dealer Relations- Assist in the preparation and distribution of Dealer Head Office Communications- Plan/coordinate Dealer Relations Meetings and Events- Assist in the preparation of reports for Dealer Visits- Respond to day-to-day internal and external requests- Facilitate user acceptance testing (UAT) of Fundserv and system enhancements with Dealer Contacts- Maintain relationships with lower tiered dealers through regular contact in person or virtually- Develop and maintain knowledge of applicable industry standards and regulation changes- Contribute to the continuous improvement and push for automation and digitalization within the dealer community- Actively participate in Internal Projects such as providing support for Fund launches

The Expertise You Bring- Strong analytical and organizational skills, with the ability to multitask- Excellent verbal and written communication skills- Exceptional listening skills- Experience in operations in the financial services industry is an asset- Strong time management skills- Ability to work in a fast-paced environment and meet established deadlines- Ability to work both individually and within a team environment

Experience- Minimum 3 years of experience in a service role and/or relationship management role in the mutual fund industry, preferably working with mutual fund dealers- Working experience with a CRM (Customer Relationship Management) system- Bilingualism in English and French (written and verbal) is considered an asset- Knowledge of Fundserv is considered an asset

Education- Completion of 3 years of post-secondary education - or equivalent experience- Enrolment or completion of the CSC (Canadian Securities Course) and/or IFIC (Canadian Investment Funds Course) is considered an asset

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

Human Resource Director (HRD) - Best Place To Work
- HRD - 5-Star Benefit Program
- HRD - 5-Star Diversity & Inclusion Employer
- Canadian Compassionate Companies - Certified
- Benefi

  • Dealer Relations Associate

    1 hour ago

    Toronto, Canada S&P Global Full time

    **About the Role**: **Grade Level (for internal use)**: 09 Part of automotiveMastermind’s success is attributed to our unique culture and “One Team ” philosophy. The Dealer Relations Associate (DRA) will embody this philosophy and act as an extension of our Dealer Relations Team by providing support in an array of administrative and dealer partner...

  • Dealer Relations Manager

    6 months ago

    Toronto, Canada Toyota Full time

    Job Description Dealer Relations Manager About Toyota Financial Services Toyota Financial Services (TFS) provides retail, leasing and dealer financing services to Toyota and Lexus dealerships and customers across Canada. TFS is a member of Toyota Financial Services Corporation (TFSC), a wholly owned subsidiary of Toyota Motor Corporation in Japan with the...

  • Dealer Services Specialist

    5 months ago

    Toronto, Canada Toyota Full time

    Job Description Dealer Services Specialist About Toyota Financial Services Toyota Financial Services (TFS) provides retail, leasing and dealer financing services to Toyota and Lexus dealerships and customers across Canada. TFS is a member of Toyota Financial Services Corporation (TFSC), a wholly owned subsidiary of Toyota Motor Corporation in Japan with...

  • Senior Dealer Relations Agent

    4 weeks ago

    Toronto, Ontario, Canada RBC Investor Services Trust Full time

    Job Title: Senior Dealer Relations AgentJob Summary:We are seeking a highly skilled Senior Dealer Relations Agent to join our team at RBC Investor Services Trust. As a key member of our Investor Services team, you will be responsible for ensuring a seamless operation between our clients and the Broker/Dealer and Intermediary community.Key...

  • Associate Manager, Dealer Relations, Recordkeeping

    5 months ago

    Toronto, Canada CIBC Mellon Full time

    **Company Information**: CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee...

  • Bilingual Dealer Relations Agent

    2 months ago

    Toronto, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** In this role, you will be responsible for the smooth concise operation between RBC Investor Services clients and the Broker/Dealer and Intermediary community. You will provide support to the Broker Dealer community and assist in the communication of any new product launch. You will manage and act as the primary...

  • Bilingual Dealer Relations Agent

    2 months ago

    Toronto, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?In this role, you will be responsible for the smooth concise operation between RBC Investor Services clients and the Broker/Dealer and Intermediary community. You will provide support to the Broker Dealer community and assist in the communication of any new product launch. You will manage and act as the...

  • Senior Dealer Relations Professional

    2 weeks ago

    Toronto, Ontario, Canada RBC Investor Services Trust Full time

    Job OverviewIn this dynamic role, you will be responsible for fostering a seamless connection between RBC Investor Services clients and the Broker/Dealer and Intermediary community. As a key contact for external Brokers, Dealers, or Intermediaries, you will investigate and respond to inquiries regarding trade processing and settlement.

  • Bilingual Dealer Standards

    2 months ago

    Toronto, Canada Toyota Full time

    Job Description Bilingual Dealer Standards & Governance Specialist Rank 5 Scarborough, ON (Hybrid) What We’ll Bring: - Company & Culture_- A hybrid work environment- A work environment built on teamwork, flexibility and respect- Professional growth and development programs to help advance your career- A focus on respect for people and continuous...

  • Dealer Facility Planning

    6 months ago

    Toronto, Canada Toyota Full time

    **Dealer Facility Planning and Support Specialist** **Rank 4** **Scarborough, ON (Hybrid)** **What We’ll Bring**: **_ Company & Culture _** - A hybrid work environment - A work environment built on teamwork, flexibility and respect - Professional growth and development programs to help advance your career - A focus on respect for people and continuous...

  • Dealer Marketing Coordinator

    1 month ago

    Toronto, Canada Yamaha Motor Canada Full time

    **Summary of Responsibilities** Act as Yamaha’s contact for dealer marketing support, including dealer co-op advertising. Prepare dealer materials promoting Yamaha’s retail programs across all product groups. Upload assets and administer the Yamaha Narrowcast Network (YNN). Provide support to the Dealer Advisory Board (DAB) and administer the marketing...

  • Integrated Systems Technician

    3 months ago

    Greater Toronto Area, Canada Dealer Security Full time

    **Dealer Security** is seeking a highly skilled **Integrated Systems Technician** to join our team. As Canada’s leading automotive-focused systems integrator, we provide top-notch electronic security solutions to automotive dealers across the nation, ensuring their peace of mind and protection of their investments. We are committed to delivering...

  • Dealer Representative

    2 months ago

    Toronto, Canada Assured Automotive (2017) Inc. Full time

    **Company: Assured Automotive** **Job Description**: The Dealer Representative, (Dealer Rep) primary responsibility and accountability is to provide an exceptional and successful customer experience while handling the collision service needs of Boyd’s partners. The Dealer Rep plays a pivotal role in the success of the customer’s experience by ensuring...

  • Dealer Platform Manager

    5 months ago

    Toronto, Canada Porsche Cars Canada Full time

    **Dealer Platform Manager**: If you make hearts beat faster, your own has to be in the right place. - **Code number**:J000011655 - **Entry level**:Professionals - **Location**:Toronto - **Organization**:Porsche Cars Canada **Tasks **Tasks**Tasks*** **Position Objectives**: **Primary Responsibilities**: - Lead and implement, in coordination with the...

  • OEM Dealer Development Specialist

    3 weeks ago

    Toronto, Ontario, Canada LGM Financial Services Full time

    OEM Dealer Development Role OverviewWe are seeking an OEM Dealer Development Manager to join our team at LGM Financial Services. This role will focus on boosting sales of OEM branded products across existing and new dealerships within the OEM retailer network. As an OEM Dealer Development Manager, you will cultivate strong relationships and enhance product...

  • Broker Dealer Information Representative

    4 months ago

    Toronto, Canada Fidelity Investments Full time

    Description Please note: Current work authorization for Canada is required for all openings. This is a contract opportunity ending on September 1, 2025. You will be working on a 100% remote schedule as part of Fidelity’s dynamic working arrangement. Who We Are At Fidelity, we’ve been helping Canadian investors build...

  • Dealer Services Analyst

    6 months ago

    Toronto, Canada GM Financial Full time

    Overview: **Why GM Financial?** GM Financial promotes an inclusive _Culture to Win_ that is centered around leading with core values, empowering team members, and accomplishing strategic priorities while supporting our community and earning customers for life. We invite YOU to join an innovative team of trend-setters in the automotive finance industry. GM...

  • Business Development Manager

    4 weeks ago

    Toronto, Ontario, Canada Rona Inc. Full time

    About the RoleThe Business Development Manager will play a key role in driving growth and expansion for RONA's dealer network. This involves building strong relationships with existing dealers, identifying new business opportunities, and developing strategies to increase sales and market share.Key ResponsibilitiesDevelop and implement business growth...

  • Vietnamese Speaking Live Dealer

    6 months ago

    Toronto, Canada iTalent PLUS Full time

    On behalf of our client, a prominent content provider for the iGaming sector, we are seeking Vietnamese Speaking individuals to join their team in Toronto, Canada. They offer a diverse portfolio of products, including slots, bingo, and live casino games. Currently, they are establishing a new team and seeking online dealers to join them. As an online dealer,...

  • Korean Speaking Live Dealer

    6 months ago

    Toronto, Canada iTalent PLUS Full time

    On behalf of our client, a prominent content provider for the iGaming sector, we are seeking Korean Speaking individuals to join their team in Toronto, Canada. They offer a diverse portfolio of products, including slots, bingo, and live casino games. Currently, they are establishing a new team and seeking online dealers to join them. As an online dealer, you...