Broker Dealer Information Representative Job

Given the current circumstances, employees will be working from home, 100% of time. As working conditions return to normal, this role will be hybrid.

Business Overview:

Fidelity is a world leader in investment management. Our purpose is to help build a better future for investors. Committed to delivering the best possible experience for our clients, we offer a wide range of superior and innovative investment products and services. Consider a career with us in and help Canadians reach their financial and life goals

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)

The Broker Dealer Information Representative​ will: 

• 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 BULK TRANSFERS of accounts from one dealer rep code to another. AXIS - Complete the DEALER REP CODE change request for individual accounts
• DR Code Association - Add and modify dealer rep codes in AXIS. Associate DR codes in Salesforce
• Complete approved Wholesaler reassignment requests for dealer rep codes submitted by the Sales team via a Task request
• Complete approved Wholesaler reassignment requests for dealer rep codes submitted by the Sales team via a Task request
• 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'.

Skills and Knowledge

1. 1+ years work experience, preferably in the financial services industry

2. Post secondary education with related work experience preferred Licenses - IFIC-Operations is an asset

3. Strong Organizational skills with the ability to multitask.

4. Ability to work in a fast pace environment and meet established deadlines.

5. Strong verbal and written communication skills.

6. Proficiency in MS Office (specifically excel)

7. Strong keyboarding skills with strong attention to detail

Fidelity Canada is anequal opportunity employer 

Fidelity Canada is committed to fostering adiverse and inclusive workplace. We will consider all qualified applicants foremployment regardless of race, color, religion, sex, sexual orientation, genderidentity or expression, national or ethnic origin, age, disability, familystatus, protected veterans’ status, Aboriginal/Native American status or anyother legally-protected ground. 

Accommodation duringthe application process

Fidelity Canada welcomes and encouragesapplications from people with disabilities. Accommodations are available onrequest for candidates taking part in the selection process. If you require anaccommodation, please email us at FidelityCanadaStaffing@fidelity.ca.

No telephone inquiriesor agencies please. We thank all applicants for their interest, please beadvised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to berecipients of the following:

Awards

• Canada’s Top 100 Employers (5th consecutive year) 2021
• Greater Toronto’s Top Employers (9th consecutive year) 2021
• Canada’s Top Family Friendly Employer (4th consecutive year) 2021
• Imagine Canada, Caring Company
• Canada’s Top Employer For Young People 2021
• National HR Awards - Best Corporate Social Responsibility Program Award, Venngo Healthy Workplaces Award
• Workplace Benefits Awards – Health and Wellness Program
• Canadian Compassionate Companies Award

Designations

• A Canadian Compassionate Company
• An Imagine Canada Caring Company