Dealer Relations Specialist

Job Description

Please note:
- Current work authorization for Canada is required for all openings.- This is a regular, full-time role.- You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement.-
- A bilingual incumbent of this role is required to review and process documents in both official languages (French and English) to meet our industry regulatory obligations. It is required that they demonstrate advanced communication skills in both languages.

Who We Are

At Fidelity, we have 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 are constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you will be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You will have a wide range of opportunities to grow and develop your career in an inclusive environment where you will feel valued and supported to be your best - both personally and professionally.

How You’ll Make an Impact

The main responsibility of Dealer Relations is to continue strengthening our relationships with and service the senior administrative personnel of the mutual fund dealers that sell Fidelity mutual funds. Each mutual fund dealer is provided with a dedicated contact within Dealer Relations for administrative and operational issues that affect our business partnership.

The Dealer Relations Specialist provides support to the Dealer Relations team, working in partnership with the Dealer Relations Managers (DRM) to build and maintain relationships with key operational dealer contacts. The Dealer Relations Specialist processes the day-to-day flow of advisor information from dealers, and supports the launch of Fidelity products and initiatives by partnering with the Dealer Relations Managers (DRM), Operations, Sales and Marketing.

Key Responsibilities:
- Provide inside support to dealers and Dealer Relations team.- Assist in the preparation and distribution of dealer head office communications.- Plan/coordinate Dealer Relations meetings and events.- Assist in the preparation of reports for dealer visits.- Respond to day-to-day internal and external requests.- Facilitate user acceptance testing (UAT) of Fundserv and system enhancements with dealer contacts.- Maintain relationships with lower-tiered dealers through regular contact in-person or virtually.- Develop and maintain knowledge of applicable industry standards and regulation changes.- Contribute to continuous improvement, and push for automation and digitalization within the dealer community.- Actively participate in internal projects, such as providing support for fund launches.

What We Are Looking For- Minimum 3 years of experience in a service role and/or relationship management role in the mutual fund industry, preferably working with mutual fund dealers.- Post-secondary degree or equivalent work experience.- Working experience with Salesforce.- Completion of the CSC/IFIC is considered an asset.- Bilingualism in English and French required for bilingual applicants, both verbal and written.

The Expertise You Will Bring- Strong analytical and organizational skills, with the ability to multi-task.- Excellent verbal and written communication skills.- Exceptional listening skills.- Strong time management skills.- Ability to work in a fast-paced environment and meet established deadlines.- Ability to work well independently, as well as within a team environment.- Experience in operations in the financial services industry is an asset.

Some of the ways we will help you feel valued and supported as part of our team:
- Flexible working arrangements.- 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, which include up to $5,000 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 two 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.

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.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and