Broker Dealer Information Representative

Business Overview
Fidelity Investments is a world leader in mutual funds and ETF management. We pride ourselves in proprietary and disciplined research-driven investing. 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.
The Opportunity
The Broker Dealer Information Rep is responsible for the maintenance of advisor information and accounts on AXIS and Salesforce.com. The individual must work closely with Dealer Backoffices and Sales to ensure accurate data exists in the both databases and that change requests are processed within the established Service Level Agreements (SLAs).
What You Will Do

• Update, research and maintain advisor information change requests from various sources including; Sales, Client Services, Processing, Dealer Relations, FundSERV and external email requests from Head Offices through Update Advisor. (Mods, Email, CBDIQ, ESG and Task).
• Complete the DEALER REP CODE change request for individual accounts
• Add value to the client experience by understanding what's important, recognizing what needs to be done and taking personal accountability for creating a positive 'moment of truth'.
• Complete the BULK TRANSFERS of accounts from one dealer rep code to another.
• Complete approved Wholesaler reassignment requests for dealer rep codes submitted by the Sales team via a Task request.
• Add and modify dealer rep codes in AXIS. Associate DR codes in Salesforce.
• Review processed work items for quality control.

What We’re Looking For

• 1+ years work experience, preferably in the financial services industry
• Post secondary education completed
• IFIC license considered an asset

The Expertise You Bring

• Strong Organizational skills with the ability to multitask.
• Proficiency in MS Office (specifically excel).
• Strong keyboarding skills with strong attention to detail.
• Strong verbal and written communication skills.
• Ability to work in a fast pace environment and meet established deadlines.

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 [email protected].
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

• Venngo Healthy Workplaces Award Workplace Benefits Awards – Health and Wellness Program
• HRDC Best Places to Work 2022
• Canada's Top 100 Employers 2023 (7th consecutive year)
• Canada's Top Employers for Young People 2023
• Canada's Top Family-Friendly Employers 2023 (7th consecutive year)
• Greater Toronto's Top Employers 2023 (10th consecutive year)

Designations

• A Canadian Compassionate Company
• Great Place to Work (Dec 2022 - Nov 2023)
• Best Workplaces for Women 2023 by Great Place to Work