Advisor Service Centre Representative Bilingual- Calgary

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profile Job Location:

Calgary - Canada

profile Monthly Salary: Not Disclosed
Posted on: 18 hours ago
Vacancies: 1 Vacancy

Job Summary

Job Description

You 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

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.

Advisor Service Center Representative Bilingual

  • This role has multiple openings.

  • Please note all roles require working rotating shifts - Monday through Friday between 8 am and6 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 youll 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 well 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 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.

  • 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 11000 training and development courses tuition reimbursement and monetary rewards for completing a required designation

We care a lot about fostering a compassionate people-centric culture and are proud to have been named one of Canadas Top 100 employers for the last five years.

We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview the recruiter who contacts you can best answer your questions.

Total Rewards That Reflect Your Impact

We believe exceptional work deserves exceptional recognition. Thats why we offer a competitive compensation package designed to support your success todayand your financial well-being tomorrow.

For this role your total rewards include:

  • Base Salary and Discretionary Performance Bonus: A competitive annual range of $58000 to $72000 based on your experience and qualifications.

  • RRSP Contribution: After 6 months of employment we invest in your future with an RRSP contributionno employee matching required.

Were proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organizationan opportunity to step into a role where your talents will make a meaningful difference.

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


Required Experience:

Unclear Seniority

Job DescriptionYou will be working on a flexible hybrid schedule as part of Fidelitys dynamic working arrangement. Current work authorization for Canada is required for all openingsAt Fidelity weve been helping Canadian investors build better financial futures for over 35 years. We offer individuals...
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Key Skills

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About Company

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Fidelity Investments offers Financial Planning and Advice, Retirement Plans, Wealth Management Services, Trading and Brokerage services, and a wide range of investment products including Mutual Funds, ETFs, Fixed income Bonds and CDs and much more.

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