Bilingual Advisor Service Centre Representative

This is a fully remote position, open to applicants in Canada.

📋 Description

• In this pivotal role, you will assist investors in achieving their retirement aspirations and other personal goals.

• Our team members are dedicated to ensuring that every advisor and broker request is managed with the highest level of attention.

• You will provide outstanding customer service to investment advisors, their administrative teams, and investors within our inbound call center.

• Collaborating directly with advisors, you will offer the necessary support to help them inform their clients and devise both short- and long-term investment strategies.

• As a representative of Fidelity, you will manage and resolve client inquiries efficiently, directing clients to the appropriate internal associate when necessary.

⛳️ Requirements

• A college diploma (recent graduates are welcome to apply) or an equivalent level of experience.

• Proficiency in both spoken and written French and English is mandatory.

• A sincere commitment to assisting investors in creating a brighter future.

• A strong passion for providing an exceptional client experience.

• A dedication to fostering company growth by developing and maintaining long-term relationships.

• An eagerness to learn and grow professionally.

• Ability to thrive in a corporate culture that emphasizes collaboration, diversity, and inclusion.

• Flexibility and adaptability in a dynamic environment.

• Strong critical and analytical thinking skills for effective problem-solving and exceeding client expectations.

• Comfort with utilizing new technologies.

• Excellent verbal and written communication abilities.

• Keen attention to detail.

• Open to feedback and capable of quickly applying insights and guidance for professional advancement.

🏝️ Benefits

• Flexible working arrangements.

• Competitive total compensation package, which includes a contribution to your group RRSP without requiring a matching contribution from you.

• Comprehensive health benefits starting from day one, offering up to $6,000 annually for mental health services and therapies, with all premiums covered by the employer.

• Fully paid parental leave for up to 25 weeks.

• Up to $650 allowance for home office equipment.

• Generous time-off policy, including two paid days each year to volunteer with a charity of your choosing.

• Diversity and inclusion initiatives, featuring an active network of employee resource groups.

• Extensive opportunities for professional development, including access to over 11,000 training courses, tuition reimbursement, and financial incentives for achieving required professional designations.