Company Info

At Fidelity, we’ve 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 we’re 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 you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best – both personally and professionally.

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 you’ll Make an Impact

Processing Team

• Account administration and trade execution of all financial and non-financial transactions on our client’s various mutual fund retail account types.
• Contact internal and external clients to ensure timely resolution of not in good order transactions.
• The incumbent of this role is required to review and process documents in both official languages (French and English) to meet our industry regulatory obligations. It is required that they demonstrate advanced communication skills in both languages.

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.
• The incumbent of this role is required to interact directly with our clients and colleagues who are located across Canada. It is required that we service our clients in the official language of their choice (French or English).

Qualifications

What Will You Bring

• 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

Additional Information

Some of the ways we’ll 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 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

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

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 FidelityCanadaStaffing@fidelity.ca.

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

Canada’s Top 100 Employers
o    Greater Toronto’s Top Employers
o    Canada’s Top Family-Friendly Employers
o    Canada’s Top Employers for Young People

Great Place To Work™ Certified

• Best Workplaces for Inclusion
• Best Workplaces for Mental Wellness   Best Workplaces for Today’s Youth
• Best Workplaces for Women
• Best Workplaces in Financial Services & Insurance
• Best Workplaces in Ontario
• Best Workplaces with Most Trusted Executive Teams

Human Resource Director (HRD) – Best Place To Work

o    HRD – 5-Star Benefit Program
o    HRD – 5-Star Diversity & Inclusion Employer

•    Canadian Compassionate Companies – Certified
•    Benefits Canada’s Workplace Benefits Award – Future of Work Strategy
•    TalentEgg National Recruitment Excellence Award – Special Award for Diversity & Inclusion in Recruiting

• A Canadian Compassionate Company
• Great Place to Work (Dec 2022 – Nov 2023)
• Best Workplaces for Women 2023 by Great Place to Work

Designations

• A Canadian Compassionate Company
• Great Place to Work (Dec 2022 – Nov 2023)
• Best Workplaces for Women 2023 by Great Place to Work