Job Description
You will be working on a flexible 100% remote schedule as part of Fidelity’s dynamic working arrangement.
Current work authorization for Canada is required for all openings.
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.
Client Service and Support Representative
Please note the following:
We are currently hiring for multiple positions in our Processing and Client Relations teams.
This is a contract ending on April 30, 2027.
All roles require working rotating shifts - Monday through Friday between 8 am and 8pm EST for our Processing team or between 8 am and 8 pm EST for our Advisor Service Centre.
Business overview
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
Position Overview
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.
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.
What We Are Looking For
College Diploma required (Recent graduates are encouraged to apply) or equivalent experience.
Strong communication skills in English (verbal and written) are required.
Strong Communication skills in French (verbal and written) would be considered as an asset. However, please note that Bilingualism (French & English) is required for applicants within the province of Quebec.
Passion for delivering 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.
Detail oriented.
Who you are
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
Competitive Pay for Specialized Talent
This contract role offers a flexible, hourly compensation model that reflects your expertise and the value you bring. The hourly rate ranges from $26.40 to $33.80, based on experience and qualifications.
We offer market-aligned rates that recognize the specialized skills and agility required for this role.
We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.
This posting is for an existing vacancy within our organization.
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.
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
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 o Best Workplaces for Inclusion o Best Workplaces for Mental Wellness o Best Workplaces for Today's 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 Canada's Workplace Benefits Award - Future of Work Strategy
TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
Canadian HR Reporter's Most Innovative HR Team
Fidelity is a privately owned financial services company that has been serving Canadian investors for over 35 years. The company offers individuals and institutions a range of trusted investment portfolios and services. Fidelity Clearing Canada (FCC), a subsidiary, operates as the leading independent clearing broker and custodian in the Canadian market, providing trade execution, clearing, custody, and back-office support services to Canadian-based brokerage firms and the Canadian operations of U.S.-based firms. The company is committed to innovation and helping clients build better financial futures through diverse products and dedicated service.
