Advisor Service Center Bilingual (contract) | Représentant(e) bilingue, Centre de services aux [...]

Fidelity Canada; Montreal; Hybrid; CAD 45,000 - 60,000; Full time

Job summary

A leading financial services firm in Canada is seeking bilingual advisors to provide top-tier customer service to investment professionals. The role is hybrid and requires fluency in French and English. Candidates should possess a college diploma or equivalent experience, with a passion for client satisfaction. Extensive training and support will be provided. Expected to thrive in a collaborative culture that values diversity and inclusion.

Benefits

Comprehensive health benefits

Parental leave top-up

Flexible work arrangements

Professional development opportunities

Diversity and inclusion programs

Qualifications

• Recent graduates are encouraged to apply.
• Passion for delivering an exceptional client experience.
• Strong desire to learn and grow.

Responsibilities

• Provide exceptional customer service to investment advisors and their support teams.
• Support clients in their investment strategies.
• Represent Fidelity by directing client requests timely.

Skills

Bilingual (French and English)

Customer service experience

Analytical skills

Detail oriented

Strong communication skills

Education

College Diploma or equivalent experience

Job description

Overview

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).

You will be working on a flexible hybrid 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. As a privately owned company, we boldly embrace innovation as we 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 opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best.

Advisor Service Center Bilingual

• This position has multiple openings.
• Contract ending on December 31, 2025.
• Bilingual (French and English) positions available.
• All roles require working rotating shifts - Monday through Friday between 8 am and 8 pm EST for our Processing and Advisor Service Centre teams.
• Positions are available in Toronto and Montreal.

Who We Are

Driven by our values of Trust and Integrity in everything we do, 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 help clients manage retirement and other significant life goals with focused financial management.

How you’ll Make an Impact

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 the support they need to educate and plan their short-term and long-term investment strategies.
• Represent Fidelity by answering client requests for information and directing them to the appropriate department when required in a timely manner.

What We Are Looking For

• 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

Values and Support

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 and resources to build your expertise and confidence. Training includes mutual funds and ETF knowledge and Fidelity’s products, policies and procedures
• Your manager will provide ongoing support and feedback to help you grow personally and professionally.
• Our work culture is award-winning.
• Flexible working arrangements - 100% remote, hybrid, and in-office options
• Competitive total compensation, including company contributions to your group RRSP
• Comprehensive health benefits that start on day one, with employer-paid premiums and up to $5,000 annually for mental health services and therapy
• Parental leave top-up to 100% of salary for 25 weeks
• Up to $650 for home office equipment
• Generous time off policy, including 2 paid days annually to volunteer
• Diversity and inclusion programs, including Employee Resource Groups
• Extensive professional development opportunities including access to over 11,000 courses, tuition reimbursement, and designation rewards

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

Fidelity Canada is an equal opportunity employer. All qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, veteran status, or any other legally protected status.

Accommodation during the application process is available on request for candidates with disabilities. If you require an accommodation, please email [e-mail].

By applying to this position, you consent to receive an automated acknowledgment. We do not respond to inquiries by phone or accept agency submissions. Only those selected for an interview will be contacted.

Why Work at Fidelity?

Awards

• Canada’s Top 100 Employers
• Greater Toronto’s Top Employers
• Canada’s Top Family-Friendly Employers
• Canada’s Top Employers for Young People
• Healthy workplace awards
• HRD Canada awards for best workplaces and inclusion

Note

Fidelity Canada is an equal opportunity employer and is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of protected characteristics as specified by law.

Version française

Le titulaire du poste est tenu de communiquer directement avec nos clients et nos collègues répartis dans tout le Canada. Les clients doivent être servis dans la langue officielle de leur choix (français ou anglais).

Dans le cadre du modèle de travail dynamique de Fidelity, vous aurez un horaire de travail hybride flexible.

Quiconque pose sa candidature doit disposer d’une autorisation de travail au Canada.

Chez Fidelity, nous aidons les investisseurs canadiens à prendre leur avenir financier en main depuis plus de 35 ans. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles et de services de placement fiables, et nous cherchons constamment de nouvelles façons de mieux servir nos clients.

Travailler chez nous veut dire faire partie d’un groupe diversifié et dévoué qui fait une réelle différence dans la vie de nos clients et de nos collectivités. Vous aurez de nombreuses occasions de vous épanouir et de faire progresser votre carrière dans un milieu inclusif.

Représentant(e) bilingue, Centre de services aux conseillers

• Ce rôle a plusieurs postes.
• Contrat se terminant le 31 décembre 2025.
• Postes unilingues bilingues (français et anglais) disponibles.
• Tous les postes sont assujettis à des quarts rotatifs : du lundi au vendredi de 8 h à 20 h.
• Postes à combler à Toronto et Montréal.

Qui sommes-nous?

Animés par nos valeurs de confiance et d’intégrité, Fidelity Investments Canada est un leader en gestion de fonds communs et de FNB. Nous proposons une gamme complète de produits et services et soutenons les professionnels des placements dans leurs efforts.

Votre contribution

Équipe du centre de services aux conseillers

• Service à la clientèle de premier ordre aux conseillers en placements, à leurs équipes et aux investisseurs dans notre centre d’appels entrants.
• Travailler directement avec les conseillers pour les aider à informer leurs clients et planifier leurs stratégies de placement.
• Représenter Fidelity en répondant aux demandes et en transférant rapidement au bon interlocuteur interne.

Ce que nous recherchons

• Diplôme d’études collégiales ou équivalent
• Bilinguisme français et anglais requis
• Engagement envers une expérience client exceptionnelle
• Souhaite grandir et apprendre
• Culture de collaboration, diversité et appartenance
• Flexibilité et adaptabilité
• Esprit analytique et résolution de problèmes
• Maîtrise des nouvelles technologies
• Bonne communication orale et écrite
• Souci du détail

Voici quelques-unes des façons dont nous vous aiderons

• Formation complète dès le premier jour sur les fonds, les FNB et les procédures Fidelity
• Support et rétroaction continus de votre gestionnaire
• Milieu de travail primé et options flexibles
• Rémunération compétitive et prestations
• Congé parental et autres bénéfices
• Équipement de bureau à domicile et bénévolat
• Programmes de diversité et d’inclusion et perfectionnement professionnel

Nous soutenons une culture centrée sur la compassion et sommes fiers d’être reconnus comme un grand employeur.