Bilingual Client Service & Support Representative

Fidelity Investments Canada

Work schedule :

  • Thursday 21 October 2021 from 08:00 to 16:00
  • Friday 22 October 2021 from 08:00 to 16:00
  • Monday 25 October 2021 from 08:00 to 16:00
  • Tuesday 26 October 2021 from 08:00 to 16:00
  • Wednesday 27 October 2021 from 08:00 to 16:00
  • Thursday 28 October 2021 from 08:00 to 16:00
  • Friday 29 October 2021 from 08:00 to 16:00

Job offer details

The shifts displayed are an example only - final shifts may be discussed with the hiring manager

Processing Team Shifts rotate Monday to Friday between 8am and 6pm

As a Client Service Representative on the Processing Team you will:
  • perform account administration and trade execution of transactions on our client's mutual fund retail accounts,
  • contact internal and external clients to ensure timely resolution of problematic transactions

Advisor Service Centre Team Shifts rotate Monday to Friday between 8am and 8pm

As a Client Service Representative on the Advisor Service Centre Team you will:
  • provide premium customer service to investment advisors, their support teams and investors in our inbound call centre, and
  • work directly with advisors and investors to provide them with the support they need to educate and plan their clients' short-term and long-term investment strategies

If you have any questions about this role please contact Megan at
If you want to schedule an interview please click on the APPLY button to the right

Work environment


Fidelity Investments Inc is searching for experienced support staff to work from home, having the following skills:
  • Bilingual (French/English written and oral);
  • College Diploma (3 year program) or University degree; 
  • Minimum 1 year experience in customer service, administration, back office operations or data entry (preference in the financial services industry)

If you are :
  • passionate about delivering exceptional customer service experience;
  • someone with a strong desire to learn and grow;
  • flexible and adaptable;
  • an analytical and critical thinker capable of solving client problems;
  • someone who embraces new technologies;
  • a person who has strong written and verbal communication skills; and 
  • detail oriented
then apply now.

Receiving extensive training, resources and support to build your expertise, skills and confidence to help you succeed in your role (including mutual fund and ETF foundational knowledge and training on Fidelity products, policies and procedures); and having a manager to provide you ongoing support and feedback to help you in this role.


The company

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 endeavour to prepare their clients’ retirement and other significant life goals which demand focused financial management.

Qui sommes-nous?
Animés par nos valeurs de confiance et d’intégrité qui guident tout ce que nous faisons, notre mission consiste à aider les investisseurs canadiens à se bâtir un meilleur avenir et à rester à l’avant-garde. Fidelity Investments Canada s.r.i. figure parmi les chefs de file de la gestion de fonds communs de placement et de FNB. Nous sommes fiers de notre méthode de placement exclusive et rigoureuse découlant d’une recherche exhaustive. Nous offrons une gamme complète de produits et services aux investisseurs par l’intermédiaire d’un vaste réseau de courtiers et de conseillers en placements indépendants. Notre objectif principal est d’appuyer les professionnels des placements dans leurs efforts visant à aider leurs clients à planifier leur retraite et à réaliser d’autres objectifs personnels importants qui nécessite une gestion financière ciblée.

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Client Service Representative

Type of employment

Full Time

Fixed salary

$25.70 /hr

Experience required

3 year(s)

The company

Fidelity Investments Canada


Financial Services

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