Advisor Service Centre Representative - Contract (Calgary)

Fidelity Canada; Calgary; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading investment firm in Canada seeks an Advisor Service Center Representative in Calgary. The ideal candidate should possess a college diploma and strong communication skills. You will provide exceptional service to investment advisors and clients, helping them with their investment strategies. The position offers a flexible hybrid schedule and a comprehensive benefits package, promoting a diverse and inclusive workplace.

Benefits

Competitive total compensation

Comprehensive health benefits

Parental leave top-up

Home office equipment reimbursement

Generous time off policy

Professional development opportunities

Qualifications

• Recent graduates are encouraged to apply.
• Strong communication skills in English (verbal and written) required.
• French would be considered an asset.

Responsibilities

• Provide exceptional customer service experience to investment advisors and investors.
• Work with advisors to support their investment strategies.
• Direct clients to the appropriate department for their requests.

Skills

Strong communication skills

Client experience

Analytical skills

Detail oriented

Education

College Diploma or equivalent experience

Job description

Overview

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—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.

Position

• Advisor Service Center Representative
• The role has multiple openings.
• Contract ending on May 1, 2026.
• Shifts: rotating Monday–Friday between 8 am and 6 pm local time (MDT) for our Advisor Service Centre teams.
• Location: Calgary.

Who We Are

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

• 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.

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) required.
• French would be considered an asset.
• 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

Employee Benefits and Support

• Starting on your first day, you will receive extensive training, resources and support to help you succeed in your role, including foundational knowledge on mutual funds/ETFs and Fidelity’s products, policies and procedures.
• Your manager will provide ongoing support and feedback to help you grow.
• Our work culture is award-winning and includes 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, including up to $5000 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 at a charity of your choice.
• Diversity and inclusion programs, including Employee Resource Groups.
• Extensive professional development opportunities, including access to 11,000+ training courses, tuition reimbursement, and rewards for completing a designation.

We care 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 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 applications from people with disabilities. Accommodations are available on request. If you require an accommodation, please email [e-mail]

No telephone inquiries or agencies please. We thank all applicants for their interest; only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

• Canada's Top 100 Employers
• Greater Toronto's Top Employers
• Canada's Top Family-Friendly Employers
• Canada's Top Employers for Young People
• Great Place To Work Certified, including Best Workplaces for Inclusion, Mental Wellness, Today’s Youth, Women, in Financial Services & Insurance, in Ontario, with Trusted Executive Teams
• LinkedIn Top Companies in Canada

Designations

• Canadian Compassionate Companies – Certified
• Benefits Canada's Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Diversity & Inclusion in Recruiting
• Canadian HR Reporter’s Most Innovative HR Team