Advisor Service Center Representative Bilingual

6 days ago

Toronto, Ontario, Canada Fidelity Investments Full time

About Fidelity Investments

Fidelity Investments is a leading provider of investment products and services, helping Canadian investors build better financial futures for over 35 years. Our mission is to provide trusted investment solutions and exceptional customer service to our clients.

Job Summary

We are seeking a highly skilled and bilingual Advisor Service Center Representative to join our team. As a key member of our Advisor Service Center, you will be responsible for providing exceptional customer service to investment advisors, their support teams, and investors in our inbound contact center.

Key Responsibilities

  • Provide exceptional customer service experience to investment advisors, their support teams, and investors in our inbound contact center.
  • Work directly with advisors and investors to provide them with the support they need to educate and plan their short-term and long-term investment strategies.
  • Represent Fidelity as you are responsible for answering our clients' request for information and directing them to the appropriate department when required on a timely basis.

Requirements

  • College Diploma required (Recent graduates are encouraged to apply) or equivalent experience.
  • Bilingualism in French and English (verbal and written) is required.
  • Passion for delivering an exceptional client experience.
  • Strong desire to learn and grow.
  • Thrive in a workplace culture that promotes collaboration, diversity, and belonging.
  • Flexible and adaptable.
  • Analytical and critical thinking skills to solve client problems.
  • Embrace new technologies.
  • Strong written and verbal communication skills.
  • Detail oriented.

What We Offer

  • Starting on your first day, you will receive extensive training, resources, and support that will build your expertise, skills, and confidence to help you succeed in your role.
  • Your manager will provide you with ongoing support and feedback to help you grow personally and professionally.
  • Our work culture is award-winning. It's more than just a job here.
  • Flexible working arrangements - 100% remote, hybrid, and in-office options.
  • Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you.
  • Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapy.
  • Parental leave top-up to 100% of your salary for a period of 25 weeks.
  • Up to $650 for home office equipment.
  • Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice.
  • Diversity and inclusion programs, including an active network of Employee Resource Groups.
  • Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation.

About Our Culture

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada's Top 100 employers for the last five years.

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