Financial Services Representative

3 weeks ago

Toronto, Ontario, Canada Fidelity Investments Full time

About the Role

Fidelity Investments is seeking a skilled Financial Services Representative to join our team. As a key member of our operations team, you will be responsible for the administration of client Registered and Non-Registered account maintenance and transaction execution, as well as client contact and initial problem resolution.

Key Responsibilities

  • Perform account administration and trade execution of all financial and non-financial transactions on our client's various mutual fund retail account types.
  • Contact internal and external clients to ensure timely resolution of not in good order transactions.

Requirements

  • College Diploma preferred (Recent graduates are encouraged to apply) or equivalent work experience
  • Experience in data entry/processing would be an asset.
  • Experience in the financial services industry or a mutual fund company is an asset.
  • Advanced communication skills English (verbal and written) is required

What We Offer

  • 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 Fidelity Investments

Fidelity Investments is a privately owned company that has 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 company that boldly embraces innovation in all areas, we continue to grow our business into the future.

Why Work with Us

Working with Fidelity Investments 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.

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