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Client Service and Support Representative (Bilingual)

Fidelity Investments

This is a Contract position in Winnipeg, MB posted November 3, 2021.

Job Description

Given the current circumstances, individuals will be fully working from home. Once business returns to normal, 100% remote or a hybrid working arrangements may be available.

We are currently hiring for multiple Regular & Contract (October 2021 to April 2022) positions in our Processing and Service teams. Positions are available in Montreal and Toronto, or 100% remote in other Canadian locations. These contract opportunities will commence in October 2021 and end in April 2022.

Who We Are

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.

What You Will Do

Processing Team

  • 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

  • Provide premium customer service to investment advisors, their support teams and investors in our inbound call centre.
  • 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.

What We Are Looking For

  • College Diploma or University degree required (Recent graduates are encouraged to apply)
  • At least 1 year of experience in customer service, administration, back office operations or data entry, preferably in the financial services industry (student experience counts)
  • Bilingualism in French and English (verbal and written) is required (for bilingual roles)

Who you are

  • Passion for delivering an exceptional client experience
  • Strong desire to learn and grow
  • Thrive in a workplace culture that promotes collaboration, diversity and belonging
  • Flexible and adaptable
  • Analytical and critical thinking skills to solve client problems
  • Embrace new technologies
  • Strong written and verbal communication skills
  • Detail oriented

What You Get

  • Competitive hourly rate for contract opportunities
  • Starting on your first day, you will receive extensive training, resources and support that will build your expertise, skills and confidence to help you succeed in your role. It includes mutual funds and ETF foundational knowledge and training on Fidelity’s products, policies and procedures
  • Your manager will provide you with ongoing support and feedback to help you grow personally and professionally.
  • Competitive hourly rate for contract opportunities
  • Our work culture is award winning. It’s more than just a job here.

Please note all roles require working rotating shifts – Monday through Friday between 8 am and 6 pm EST for our Processing team or between 8 am and 8 pm EST for our Advisor Service Centre.

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

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:


  • Canada’s Top 100 Employers (4th consecutive year) 2020
  • Greater Toronto’s Top Employers (8th consecutive year) 2020
  • Canada’s Top Family Friendly Employer (3rd consecutive year) 2020
  • Imagine Canada, Caring Company
  • Canada’s Top Employer For Young People
  • National HR Awards – Best Corporate Social Responsibility Program Award, Venngo Healthy Workplaces Award
  • Workplace Benefits Awards – Health and Wellness Program
  • Canadian Compassionate Companies Award


  • A Canadian Compassionate Company
  • An Imagine Canada Caring Company