Hybrid Advisor Service Representative

Embark on a career with Fidelity Canada as an Advisor Service Representative, providing exceptional client support in a flexible hybrid work environment. Leverage your analytical and communication skills to assist investment advisors and their clients.

In this role, you will directly interact with investment professionals and clients from either the Toronto or Calgary office. Your responsibilities will include answering client queries, guiding them on investment strategies, and contributing to a collaborative team culture. This position requires rotating shifts from Monday to Friday, 8 a.m. to 8 p.m. EST.

Key Responsibilities:

• Deliver exceptional customer service to advisors and clients

• Handle requests promptly and effectively

• Provide guidance on short- and long-term investment strategies

• Work in a hybrid model to support various needs

• Adapt to and utilize new technologies beneficially

Requirements:

• College diploma is essential; fresh graduates encouraged

• Proficient in English, both written and verbal

• Bilingual skills in French are advantageous

• Strong critical-thinking and detail orientation

• Flexible, collaborative approach to work

Join Fidelity Canada to utilize your skills and support investment advisors in achieving their goals.
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