Dealer Relations Specialist - Toronto, Canada - Fidelity Investments
Description
Job DescriptionYou 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.
Who we are
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.
Business Overview
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 provides support to the Dealer Relations team, working in partnership with the Dealer Relations Managers to build and maintain relationships with key operational dealer contacts.
The Opportunity
The Dealer Relations Specialist 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.
The Expertise You Bring- Strong analytical and organizational skills, with the ability to multitask- Excellent verbal and written communication skills- Exceptional listening skills- Experience in operations in the financial services industry is an asset- Strong time management skills- Ability to work in a fast-paced environment and meet established deadlines- Ability to work both individually and within a team environment
Experience- Minimum 3 years of experience in a service role and/or relationship management role in the mutual fund industry, preferably working with mutual fund dealers- Working experience with a CRM (Customer Relationship Management) system- Bilingualism in English and French (written and verbal) is considered an asset- Knowledge of Fundserv is considered an asset
Education- Completion of 3 years of post-secondary education - or equivalent experience- Enrolment or completion of the CSC (Canadian Securities Course) and/or IFIC (Canadian Investment Funds Course) is considered an asset
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.
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
- Greater Toronto's Top Employers
- Canada's Top Family-Friendly Employers
- Canada's Top Employers for Young People
Human Resource Director (HRD) - Best Place To Work
- HRD 5Star Benefit Program
- HRD 5Star Diversity & Inclusion Employer
- Canadian Compassionate Companies
- Certified
- Benefi
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