Financial Services Representative

2 weeks ago


Toronto, Ontario, Canada Fidelity Investments Full time

About the Position

Fidelity Investments is seeking a skilled Financial Services Representative to provide exceptional service to our clients. As an Advisor Service Centre Representative, you will be the first point of contact for clients seeking information and support.

Key Responsibilities

  • Provide accurate and timely responses to client inquiries.
  • Work closely with advisors and investors to educate and plan their short-term and long-term investment strategies.
  • Represent Fidelity in a professional and courteous manner.

Requirements

  • College Diploma preferred or equivalent work experience.
  • Experience in a call centre or financial services industry is an asset.
  • Advanced communication skills in English (verbal and written) are required.

About Fidelity

Fidelity Investments is a privately owned company that has been helping Canadian investors build better financial futures for over 35 years. We offer a range of trusted investment portfolios and services, and we're constantly seeking to find new and better ways to help our clients.

What We Offer

  • Competitive total compensation, including company contributions to your group RRSP.
  • Comprehensive health benefits that start on your first day, with 100% employer-paid premiums.
  • Flexible working arrangements, including 100% remote, hybrid, and in-office options.


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