Bilingual advisor providing inbound support to Canadian investment advisors at Fidelity Investments Canada. Delivering client service, product education, and routing inquiries with hybrid schedules.
Responsibilities
Provide exceptional customer service experience to investment advisors, their support teams and investors in an inbound contact centre
Work directly with advisors and investors to provide them with support to educate and plan their short-term and long-term investment strategies
Answer clients’ requests for information and direct them to the appropriate department when required on a timely basis
Represent Fidelity in client interactions and facilitate transfers to internal partners as needed
Participate in extensive training on mutual funds, ETFs, Fidelity products, policies and procedures
Work rotating shifts Monday through Friday between 8am and 8pm EST for Processing and Advisor Service Centre teams
Work on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement
Requirements
College Diploma required (Recent graduates are encouraged to apply) or equivalent experience
Bilingualism in French and English (verbal and written) is required
Current work authorization for Canada is required for all openings
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
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
Starting training, resources and support (including mutual funds and ETF foundational knowledge)
Group RRSP contributions
Job title
Service Center Advisor, Bilingual, Contract / Représentant(e) bilingue, Centre de services aux conseillers, contrat
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