Dealer Relations Specialist

2 weeks ago

Toronto, Canada Fidelity Investments Full time

Description

You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.

Current work authorization for Canada is required for all openings.

Who we are

At Fidelity, we’ve 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 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’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.

Business Overview

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 to build and maintain relationships with key operational dealer contacts.

The Opportunity

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.

How you’ll make an impact

Provide inside support to Dealers, Dealer Relations Managers and Manager of Dealer Relations

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 the continuous improvement and push for automation and digitalization within the dealer community

Actively participate in Internal Projects such as providing support for Fund launches

The Expertise You Bring

Strong analytical and organizational skills, with the ability to multitask

Excellent verbal and written communication skills

Exceptional listening skills

Experience in operations in the financial services industry is an asset

Strong time management skills

Ability to work in a fast-paced environment and meet established deadlines

Ability to work both individually and within a team environment

Experience

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

Working experience with a CRM (Customer Relationship Management) system

Bilingualism in English and French (written and verbal) is considered an asset

Knowledge of Fundserv is considered an asset

Education

Completion of 3 years of post-secondary education - or equivalent experience

Enrolment or completion of the CSC (Canadian Securities Course) and/or IFIC (Canadian Investment Funds Course) is considered an asset

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