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Broker Dealer Information Representative

6 months ago

Toronto, Canada Fidelity Investments Full time

Description

Please note:

Current work authorization for Canada is required for all openings.

This is a contract opportunity ending on September 1, 2025.

You will be working on a 100% remote schedule as part of Fidelity’s dynamic working arrangement.

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 expertly.

How You’ll Make an Impact

The Broker Dealer Information Representative is responsible for the maintenance of advisor information and accounts on AXIS and Salesforce.com. The individual must work closely with Dealer Head-Offices and Sales teams, to ensure accurate maintenance within both data databases and that change requests are processed within the established Service Level Agreements (SLAs).
 

What You Will Do

Update, research and maintain advisor information change requests from various sources including - Dealer Head Offices, Sales, Client Services, Processing, Dealer Relations, FundSERV, internal and external email requests from Head Offices through Update Advisor.

Complete the BULK TRANSFERS of accounts from one dealer rep code to another.

Complete the DEALER REP CODE change request for individual accounts and Advisors.

Validate Advisor’s information via the CSA Website, in order to create a valid Contact Page

Reactivate, Deactivate or reassignment of a Contact Page

Add and modify dealer rep codes in AXIS. Associate DR codes in Salesforce etc.

Complete approved Wholesaler reassignment requests for dealer rep codes submitted by the Sales team via a Task request.

Review processed work items for quality control.

Add value to the client experience by understanding what's important, recognizing what needs to be done and taking personal accountability for creating a positive 'moment of truth'.

What We’re Looking For

Post secondary degree, or equivalent work experience

1+ years work experience, preferably in the financial services industry

CSC/IFIC licenses would be considered an asset

The Expertise You Bring

Strong organizational skills with the ability to multitask.

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

Strong verbal and written communication skills.

Proficiency in MS Office (specifically excel).

Strong keyboarding skills with strong attention to detail.