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 Center Representative Bilingual
This role has multiple openings.
Please note all roles require working rotating shifts - Monday through Friday between 8 am and 6 pm local time (MDT) for our Advisor Service Centre teams.
Please note this position is located in Calgary.
Who We Are
Driven by our values of Trust and Integrity in everything we do, our mission is to build a better future for Canadian investors and help them stay ahead. Fidelity Investments Canada is a leader in mutual funds and ETF management. We offer a complete line of products and services to investors through a network of third-party brokers and financial advisors. Our primary goal is to support investment professionals as they endeavor to prepare their clients’ retirement and other significant life goals which demand focused financial management.
How you’ll Make an Impact:
Advisor Service Centre Team
Provide exceptional customer service experience to investment advisors, their support teams and investors in our inbound contact centre.
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 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 required (Recent graduates are encouraged to apply) or equivalent experience
Bilingualism in French and English (verbal and written) is required.
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.
Some of the ways we’ll help you feel valued and supported as part of our team:
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.
Our work culture is award winning. It’s more than just a job here.
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…
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