Posted:
8/6/2024, 5:00:00 PM
Location(s):
Ontario, Canada ⋅ Old Toronto, Ontario, Canada
Experience Level(s):
Junior
Field(s):
Sales & Account Management
Workplace Type:
Remote
Current work authorization for Canada is required for all openings.
This is a contract opportunity ending on September 1, 2025.
You will be working on a 100% remote schedule as part of Fidelity’s dynamic working arrangement.
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 expertly.
The Broker Dealer Information Representative is responsible for the maintenance of advisor information and accounts on AXIS and Salesforce.com. The individual must work closely with Dealer Head-Offices and Sales teams, to ensure accurate maintenance within both data databases and that change requests are processed within the established Service Level Agreements (SLAs).
What You Will Do
Update, research and maintain advisor information change requests from various sources including - Dealer Head Offices, Sales, Client Services, Processing, Dealer Relations, FundSERV, internal and external email requests from Head Offices through Update Advisor.
Complete the BULK TRANSFERS of accounts from one dealer rep code to another.
Complete the DEALER REP CODE change request for individual accounts and Advisors.
Validate Advisor’s information via the CSA Website, in order to create a valid Contact Page
Reactivate, Deactivate or reassignment of a Contact Page
Add and modify dealer rep codes in AXIS. Associate DR codes in Salesforce etc.
Complete approved Wholesaler reassignment requests for dealer rep codes submitted by the Sales team via a Task request.
Review processed work items for quality control.
Add value to the client experience by understanding what's important, recognizing what needs to be done and taking personal accountability for creating a positive 'moment of truth'.
Post secondary degree, or equivalent work experience
1+ years work experience, preferably in the financial services industry
CSC/IFIC licenses would be considered an asset
Strong organizational skills with the ability to multitask.
Ability to work in a fast-paced environment and meet established deadlines.
Strong verbal and written communication skills.
Proficiency in MS Office (specifically excel).
Strong keyboarding skills with strong attention to detail.
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 [email protected].
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
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
Website: https://fidelity.ca/
Headquarter Location: Toronto, Ontario, Canada
Employee Count: 251-500
Year Founded: 1987
Last Funding Type: Private Equity
Industries: Finance ⋅ Financial Exchanges ⋅ Financial Services