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Advisor Service Centre Representative

6 months 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.

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.

Advisor Service Centre Representative

Unilingual (English only) positions available.

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

Please note all roles require working rotating shifts - Monday through Friday between 8 am and 8 pm EST for our Advisor Service Centre teams.

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.

What You Will Do

As an Advisor Service Centre Representative, you will be responsible for providing service to Fidelity’s existing and prospective clients, which includes brokers/ dealers, individual investors and administrative support partners. While providing this service it is expected that the client receives accurate answers to the service inquires in an efficient and courteous manner.

You will provide exceptional customer service experience to investment advisors, their support teams and investors in our inbound contact centre. You will work directly with advisors and investors to provide them with the support they need to educate and plan their short-term and long-term investment strategies. You will represent Fidelity as you are responsible for answering our clients’ request for information and directing them to the appropriate department when required on a timely basis.

What We Are Looking For

College Diploma preferred (Recent graduates are encouraged to apply) or equivalent work experience. Experience in a call center 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.

Who You Are

Passion for delivering an exceptional client experience Strong desire to learn and grow Thrive in a workplace culture that promotes collaboration, diversity and belonging Flexible and adaptable Analytical and critical thinking skills to solve client problems Embrace new technologies Strong written and verbal communication skills Detail oriented

What You Get

Starting on your first day, you will receive extensive training, resources and support that will build your expertise, skills and confidence to help you succeed in your role. It includes mutual funds and ETF foundational knowledge and training on Fidelity’s products, policies and procedures Your manager will provide you with ongoing support and feedback to help you grow personally and professionally.

Some of the ways we’ll help you feel valued and supported as part of our team:

Flexible working arrangements - 100% remote, hybrid, and in office options 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

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.