Investment Advisor Information Specialist

1 month ago

Old Toronto, Ontario, Canada Fidelity Canada Full time
Job Overview
Please note:
  • Current work authorization for Canada is required for all openings.
  • This is a contract opportunity.
  • You will be working on a 100% remote schedule as part of Fidelity's dynamic working arrangement.
About Us

At Fidelity, we have been dedicated to assisting Canadian investors in crafting better financial futures for over 35 years. We provide a variety of trusted investment portfolios and services to individuals and institutions, and we are continually exploring innovative ways to support our clients. As a privately owned entity, we embrace creativity and progress in all aspects as we expand our business into the future.

Joining us means becoming part of a diverse and committed team that makes a significant impact on our clients and communities daily. You will have numerous opportunities to advance and develop your career in an inclusive atmosphere where you will feel appreciated and empowered to excel - both personally and professionally.

Your Impact

The Broker Dealer Information Representative plays a crucial role in maintaining advisor information and accounts on AXIS. This position requires close collaboration with Dealer Head-Offices and Sales teams to ensure precise maintenance within both data systems and that change requests are handled according to established Service Level Agreements (SLAs).

Key Responsibilities

  • Update, investigate, and maintain advisor information change requests from various sources including Dealer Head Offices, Sales, Client Services, Processing, Dealer Relations, FundSERV, and internal and external email requests.
  • Execute BULK TRANSFERS of accounts from one dealer representative code to another.
  • Process DEALER REP CODE change requests for individual accounts and Advisors.
  • Validate Advisor's information via the CSA Website to create a valid Contact Page.
  • Reactivate, deactivate, or reassign a Contact Page as necessary.
  • Add and modify dealer representative codes in AXIS and associate DR codes in Salesforce.
  • Complete approved Wholesaler reassignment requests for dealer rep codes submitted by the Sales team.
  • Review processed work items for quality assurance.
  • Enhance the client experience by understanding their needs, recognizing necessary actions, and taking personal responsibility for creating a positive interaction.
Qualifications
  • Post-secondary degree or equivalent work experience.
  • 1+ years of experience, preferably in the financial services sector.
  • CSC/IFIC licenses would be advantageous.
Skills and Expertise
  • Strong organizational abilities with multitasking capabilities.
  • Capacity to thrive in a fast-paced environment and meet deadlines.
  • Excellent verbal and written communication skills.
  • Proficiency in MS Office, particularly Excel.
  • Strong typing skills with meticulous attention to detail.

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.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process.

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 Canada

• Human Resource Director (HRD) - Best Place To Work

• HRD - 5-Star Benefit Program

• HRD - 5-Star Diversity & Inclusion Employer

Designations

• Canadian Compassionate Companies – Certified

• Benefits Canada's Workplace Benefits Award - Future of Work Strategy

• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting

• Canadian HR Reporter's Most Innovative HR Team

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