Job Description

A noter :Quiconque pose sa candidature doit avoir l'autorisation de travailler au Canada. Il s'agit d'un poste permanent a temps plein. Vous travaillerez selon un horaire hybride dans le cadre de la formule de travail dynamique de Fidelity. La personne bilingue occupant ce poste est tenue d'examiner et traiter les documents dans les deux langues officielles (francais et anglais) afin de satisfaire aux obligations reglementaires du secteur. Cette personne doit faire preuve de competences avancees en communication dans les deux langues.

Qui nous sommes
Chez Fidelity, nous aidons la population canadienne a prendre son 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 facons de mieux servir notre clientele. Alors que nous poursuivons notre expansion en tant que societe privee, nous sommes resolument portes sur l'innovation dans tous nos domaines d'activite.
Travailler chez nous veut dire faire partie d'un groupe diversifie de personnes motivees qui font une reelle difference dans la vie de nos clients et de nos collectivites chaque jour. Vous aurez de nombreuses occasions de vous epanouir et de faire progresser votre carriere dans un milieu inclusif ou l'on reconnait votre valeur et vous soutient, une place qui vous encourage a donner le meilleur de vous-meme, tant sur le plan personnel que professionnel.

Votre contribution
La principale responsabilite des Services aux courtiers est d'assurer le service aupres du personnel administratif cle des courtiers en epargne collective qui vendent des fonds communs de placement de Fidelity et de renforcer les relations avec eux. Chaque courtier en fonds communs de placement peut faire appel a une personne-ressource dediee au sein des Services aux courtiers pour les questions administratives et operationnelles ayant trait a notre partenariat d'affaires.
Le ou la specialiste des services aux courtiers fournit un soutien a l'equipe des Services aux courtiers, en collaboration avec les responsables des services aux courtiers, en vue d'etablir et de maintenir les relations avec le personnel cle des operations chez les courtiers. Le ou la specialiste bilingue des services aux courtiers traite au quotidien les renseignements fournis par les courtiers concernant les conseillers et conseilleres et soutient le lancement des produits et les initiatives de Fidelity en travaillant avec les responsables des services aux courtiers et les equipes des Operations, des Ventes et du Marketing.

Principales responsabilites :Fournir un soutien interne aux courtiers et a l'equipe des Services aux courtiers. Participer a la preparation et a la distribution des communications aux sieges sociaux des courtiers. Planifier ou coordonner les reunions et les evenements des Services aux courtiers. Contribuer a la preparation des rapports pour les visites des courtiers. Repondre aux demandes quotidiennes, tant a l'interne qu'a l'externe. Faciliter les essais d'acceptation des utilisateurs de Fundserv et les ameliorations du systeme au sein des Services aux courtiers. Maintenir les relations avec les courtiers secondaires au moyen d'interactions regulieres en personne ou en ligne. Acquerir et maintenir des connaissances sur les normes applicables du secteur et les changements apportes a la reglementation. Contribuer a l'avancement soutenu de l'automatisation et de la numerisation parmi les courtiers et en faire la promotion. Participer activement a des projets internes, comme le soutien aux lancements de fonds.

Qualifications requisesAu moins trois ans d'experience dans un poste de service ou de gestion des relations dans le secteur des fonds communs de placement, de preference en collaboration avec des courtiers en fonds communs de placement. Diplome d'etudes postsecondaires ou experience de travail equivalente. Experience de travail avec Salesforce. Reussite du cours sur le commerce des valeurs mobilieres au Canada ou du cours Fonds d'investissement au Canada, un atout. Bilinguisme (francais et anglais), tant a l'oral qu'a l'ecrit.

ExpertiseGrande capacite d'analyse, d'organisation et de gestion de taches multiples. Excellentes aptitudes a communiquer, tant a l'oral qu'a l'ecrit. Sens exceptionnel de l'ecoute. Solides aptitudes en gestion du temps. Capacite a travailler dans un environnement dynamique et a respecter les delais etablis. Capacite de travailler a la fois en equipe et de maniere individuelle. Experience des operations dans le secteur des services financiers consideree comme un atout.

Voici quelques-unes de nos initiatives pour vous valoriser et vous soutenir en tant que membre de notre equipe :Modalites de travail souples. Remuneration globale concurrentielle, y compris des cotisations de l'employeur a votre REER collectif sans obligation de votre part d'y cotiser. Regime complet d'assurance-maladie entierement paye par l'employeur qui commence des votre entree en fonction et comprend jusqu'a 5 000 $ par annee pour des services de sante mentale et de therapie. Prestations supplementaires de conge parental equivalant a 100 % du salaire pour une periode de 25 semaines. Jusqu'a 650 $ pour de l'equipement de bureau a domicile. Politique de conge genereuse, y compris deux jours payes chaque annee pour faire du benevolat aupres d'un organisme de bienfaisance de votre choix. Programmes de diversite et d'inclusion, notamment un reseau actif de groupes-ressources pour le personnel. Vastes possibilites de perfectionnement professionnel, y compris l'acces a plus de 11 000 formations et cours de perfectionnement, le remboursement des frais de scolarite et le versement de recompenses pour l'obtention d'un titre professionnel obligatoire

Nous avons a coeur de promouvoir une culture centree sur la compassion et l'individualite, et nous sommes fiers d'avoir ete nommes parmi les 100 meilleurs employeurs au Canada au cours des cinq dernieres annees.

Please note:Current work authorization for Canada is required for all openings. This is a regular, full-time role. You will be working on a hybrid schedule as part of Fidelity's dynamic working arrangement. A bilingual incumbent of this role is required to review and process documents in both official languages (French and English) to meet our industry regulatory obligations. It is required that they demonstrate advanced communication skills in both languages.

Who We Are
At Fidelity, we have 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 are 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 will be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You will have a wide range of opportunities to grow and develop your career in an inclusive environment where you will feel valued and supported to be your best - both personally and professionally.

How You'll Make an Impact
The main responsibility of Dealer Relations is to continue strengthening our relationships with and service the senior administrative personnel of the mutual fund dealers that sell Fidelity mutual funds. Each mutual fund dealer is provided with a dedicated contact within Dealer Relations for administrative and operational issues that affect our business partnership.
The Dealer Relations Specialist Bilingual provides support to the Dealer Relations team, working in partnership with the Dealer Relations Managers (DRM) to build and maintain relationships with key operational dealer contacts. The Dealer Relations Specialist Bilingual processes the day-to-day flow of advisor information from dealers, and supports the launch of Fidelity products and initiatives by partnering with the Dealer Relations Managers (DRM), Operations, Sales and Marketing.

Key Responsibilities:Provide inside support to dealers and Dealer Relations team. Assist in the preparation and distribution of dealer head office communications. Plan/coordinate Dealer Relations meetings and events. Assist in the preparation of reports for dealer visits. Respond to day-to-day internal and external requests. Facilitate user acceptance testing (UAT) of Fundserv and system enhancements with dealer contacts. Maintain relationships with lower-tiered dealers through regular contact in-person or virtually. Develop and maintain knowledge of applicable industry standards and regulation changes. Contribute to continuous improvement, and push for automation and digitalization within the dealer community. Actively participate in internal projects, such as providing support for fund launches.

What We Are Looking ForMinimum 3 years of experience in a service role and/or relationship management role in the mutual fund industry, preferably working with mutual fund dealers. Post-secondary degree or equivalent work experience. Working experience with Salesforce. Completion of the CSC/IFIC is considered an asset. Bilingualism in English and French required, both verbal and written.

The Expertise You Will BringStrong analytical and organizational skills, with the ability to multi-task. Excellent verbal and written communication skills. Exceptional listening skills. Strong time management skills. Ability to work in a fast-paced environment and meet established deadlines. Ability to work well independently, as well as within a team environment. Experience in operations in the financial services industry is an asset.

Some of the ways we will help you feel valued and supported as part of our team:Flexible working arrangements. 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, which include up to $5,000 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 two 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.

We care a lot 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 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 FidelityCanadaStaffing@fidelity.ca.
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:
AwardsCanada'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 TeamsLinkedIn 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