Broker Dealer Information Representative
Broker Dealer Information Representative
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Job Description
Job Description
Broker Dealer Information Representative
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 Fidelitys dynamic working arrangement.
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 expertly.
How Youll Make an Impact
The Broker Dealer Information Representative is responsible for the maintenance of advisor information and accounts on AXIS and . The individual must work closely with Dealer HeadOffices 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 Advisors 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 whats important recognizing what needs to be done and taking personal accountability for creating a positive moment of truth.
What Were 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 fastpaced 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.
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
Employment Type
Full-Time
