Job Description

You will be working on a pre-defined hybrid schedule as part of Fidelitys dynamic working arrangement.

Current work authorization for Canada is required for all openings.

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.

Service Solutions Unit Representative

• This role has multiple openings.

• Please note that this opportunity is a contract/secondment ending on April 30 2025.

Business Overview

The Service Solutions Unit (SSU) handles the in-depth investigation and resolution of all financial and non-financial corrections that are a result of internal or external errors. Errors may involve but are not limited to systems taxation compliance or policies and procedures. SSU communicates with clients advisors and other Fidelity partners during the error-recovery process.

How Youll Make an Impact

Position Overview

The Service Solutions Unit Representative is responsible for the timely and accurate resolution of client account problems. As client problems can be generated due to internal or external errors or a combination thereof the SSU Rep must resolve account related problems in keeping with industry provincial and/or federal regulations as well as corporate policy. This includes research analysis and adjustment of all problems/errors.

Key Accountabilities

• Provide professional accurate and timely customer service in the resolution of client problems or issues.
• Hold themselves accountable to Fidelitys clients to accurately apply knowledge of Fidelity products policy and procedures along with appropriate risk mitigation during the resolution of client issue/problem.
• Contribute to the environment of Continuous Improvement at the department and divisional level.
• Contribute to building a strong effective team.
• 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 We Are Looking For:

Experience

• Minimum 2 years related work experience in the mutual fund or financial services industry

Education:

• University or College Degree or equivalent work experience
• Strong communications skills in French (written & verbal) (asset)

Designations Licenses or Accreditations

• Canadian Securities Course (CSC) and/ or Investment Funds Institute of Canada (IFIC) designations is an asset.

The Expertise You Bring

• Familiarity with MS Office Suite internet and relevant in-house applications (AXIS XTRAC ConX
• ACE TD Business Windows)
• Excellent knowledge of policy procedures and all transaction types related to Transfer Agent
• Operations as well as a broad knowledge of Fidelity product offerings.
• Quick learner and ability to adapt to change.
• Excellent interpersonal and communication skills (verbal and written).
• Ability to multi-task and work well under pressure.
• Works equally well independently and as part of a team.
• Strong analytical skills and detail oriented.
• Ability to make sound prudent judgement calls for the resolution of client issues.

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 legally-protected 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 Family-Friendly 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 - 5-Star Benefit Program
o HRD - 5-Star 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