Advisor Service Center Representative

Description:

Fidelity Canada, a leader in mutual fund and ETF management with over 35 years of experience serving Canadian investors, is hiring Advisor Service Center Representatives on contract roles ending May 1, 2026. As part of the Advisor Service Centre team, you will play a vital role in supporting investment advisors, their teams, and investors directly, ensuring exceptional client service while helping clients plan and achieve their financial goals.

This is an excellent opportunity for recent graduates and motivated professionals to develop a career within one of Canada’s most trusted financial organizations. The role offers comprehensive training, exposure to financial products and services, and the chance to thrive in a collaborative and inclusive environment.

Key Responsibilities:

• Provide outstanding customer service to advisors, investors, and their support teams in Fidelity’s inbound contact centre.

• Handle inquiries promptly and professionally, ensuring accurate information and appropriate follow-up.

• Support clients in understanding and planning their short-term and long-term investment strategies.

• Serve as the first point of contact, representing Fidelity with professionalism and a client-focused mindset.

• Collaborate with internal departments to ensure smooth client service delivery.

Qualifications & Skills:

• College diploma required (recent graduates encouraged to apply).

• Strong verbal and written communication skills in English.

• Passion for delivering exceptional customer experiences.

• Ability to adapt to new technologies and thrive in a fast-paced, collaborative environment.

• Strong problem-solving, analytical, and detail-oriented mindset.

• Flexibility to work rotating shifts Monday to Friday, between 8:00 AM and 8:00 PM EST.

What Fidelity Offers:

• Extensive training, including foundational knowledge in mutual funds and ETFs, Fidelity products, and client service standards.

• Flexible work arrangements: remote, hybrid, or in-office options.

• Competitive total compensation, including company contributions to RRSP with no matching requirement.

• Comprehensive health benefits from day one, with 100% employer-paid premiums and up to $5000 annually for mental health services.

• Parental leave top-up to 100% salary for 25 weeks.

• Generous time-off policy, including 2 paid volunteer days annually.

• $650 home office equipment allowance.

• Diversity and inclusion programs, employee resource groups, and extensive professional development opportunities (including tuition reimbursement and access to 11,000+ training courses).

• Award-winning workplace recognized as one of Canada’s Top 100 Employers and one of the Best Workplaces in Financial Services, Inclusion, and Mental Wellness.