Advisor Service Centre Representative Bilingual- Calgary

Fidelity Canada is a leader in mutual funds and ETF management, dedicated to helping Canadian investors build better financial futures. They are seeking a Bilingual Advisor Service Centre Representative to provide exceptional customer service to investment advisors and their clients, assisting them with their investment strategies and inquiries.

Responsibilities

• 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

Skills

• Current work authorization for Canada is required for all openings
• 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

Benefits

• You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.
• 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 Fidelity’s 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. It’s 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 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation
• RRSP Contribution After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.

Company Overview