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You will be updated with latest job alerts via emailYou will be working on a flexible hybrid schedule as part of Fidelitys dynamic working arrangement.
Current work authorization for Canada is required for all openings.
Processing Representative
Who We Are
At Fidelity weve 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 were 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 youll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. Youll have a wide range of opportunities to grow and develop your career in an inclusive environment where youll feel valued and supported to be your best both personally and professionally.
What You Will Do
As a Processing Representative you will be responsible for the administration of client Registered and NonRegistered account maintenance and transaction as well as client contact and initial problem resolution. Processing Reps are also responsible for the monitoring and reporting of specific product activity and regulatory compliance.
You will perform account administration and trade of all financial and nonfinancial transactions on our clients various mutual fund retail account types.
You will contact internal and external clients to ensure timely resolution of not in good order transactions.
What We Are Looking For
College Diploma preferred (Recent graduates are encouraged to apply) or equivalent work experience
Experience in data entry/processing 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 Fidelitys 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. Its more than just a job here.
Some of the ways well help you feel valued and supported as part of our team:
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 employerpaid premiums that include up to $5000 annually for mental health services and therapy
Parental leave topup 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 11000 training and development courses tuition reimbursement and monetary rewards for completing a required designation
We care a lot about fostering a compassionate peoplecentric culture and are proud to have been named one of Canadas Top 100 employers for the last five years.
Fidelity Canada is an equal opportunity employer
Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race color religion sex sexual orientation gender identity or expression national or ethnic origin age disability family status protected veterans status Aboriginal/Native American status or any other legallyprotected ground.
Accommodation during the application process
Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation please email us at .
No telephone inquiries or agencies please. We thank all applicants for their interest please be advised that only those selected for an interview will be contacted.
Why Work at Fidelity
We are proud to be recipients of the following:
Awards
Canadas Top 100 Employers
o Greater Torontos Top Employers
o Canadas Top FamilyFriendly Employers
o Canadas Top Employers for Young People
Great Place To Work Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Todays Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams
LinkedIn Top Companies in Canada
Human Resource Director (HRD) Best Place To Work
o HRD 5Star Benefit Program
o HRD 5Star Diversity & Inclusion Employer
Designations
Canadian Compassionate Companies Certified
Benefits Canadas Workplace Benefits Award Future of Work Strategy
TalentEgg National Recruitment Excellence Award Special Award for Diversity & Inclusion in Recruiting
Canadian HR Reporters Most Innovative HR Team
Required Experience:
Unclear Seniority
Full-Time