Hybrid Service Center Advisor, Bilingual, Contract / Représentant(e) bilingue, Centre de services aux conseillers, contrat

at Fidelity Canada

• Job title: Service Center Advisor, Bilingual, Contract / Représentant(e) bilingue, Centre de services aux conseillers, contrat
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Associate's Degree
• Location requirements: Hybrid, Canada

About the role

• 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