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 assisting Canadian investors in achieving their financial goals for over 35 years. We provide a variety of reliable investment portfolios and services, continuously striving to discover innovative solutions for our clients. As a privately held entity, we wholeheartedly embrace creativity across all sectors as we advance our business into the future.

Being part of our organization means joining a diverse and committed team that makes a significant impact on our clients and communities every day. You will have numerous opportunities to enhance and advance 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 within AXIS. This position requires close collaboration with Dealer Head-Offices and Sales teams to ensure precise updates in both data systems and that modification requests are executed within the defined Service Level Agreements (SLAs).

Key Responsibilities

  • Update, investigate, and manage advisor information change requests from various sources including Dealer Head Offices, Sales, Client Services, Processing, Dealer Relations, FundSERV, and internal and external email requests through Update Advisor.
  • Execute BULK TRANSFERS of accounts from one dealer representative code to another.
  • Process DEALER REP CODE change requests for individual accounts and Advisors.
  • Verify 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.
  • Fulfill approved Wholesaler reassignment requests for dealer representative codes submitted by the Sales team via a Task request.
  • Review completed work items for quality assurance.
  • Enhance the client experience by understanding their needs, recognizing necessary actions, and taking personal responsibility for creating a positive 'moment of truth'.
Qualifications
  • Post-secondary degree or equivalent professional experience.
  • 1+ years of experience, preferably in the financial services sector.
  • CSC/IFIC licenses would be advantageous.
Skills Required
  • Strong organizational abilities with the capacity to handle multiple tasks.
  • Ability to thrive in a fast-paced environment and meet established 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 dedicated to promoting 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 individuals with disabilities. Accommodations are available upon request for candidates participating in the selection process.

Why Work at Fidelity?

We are proud to be recipients of numerous awards recognizing our commitment to workplace excellence.

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