Bilingual Representative

Fidelity Canada

. Investigate and resolve financial and non-financial corrections resulting from internal or external errors .

Posted 9/28/2026contractCanadaJuniorMid-Level💰 CA$28 - CA$42 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in resolving financial and non-financial account issues while adhering to industry regulations and corporate policies. Proficient in providing exceptional customer service and fostering effective communication with clients and team members.

Highest-signal resume keywords

Bilingual Proficiency In English And FrenchMinimum 2 Years Of Experience In Financial ServicesCanadian Securities Course (CSC) Or IFIC DesignationExcellent Knowledge Of Transfer Agent OperationsStrong Analytical Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Account Issue ResolutionFinancial AnalysisRisk Mitigation PracticesProcessing ExperienceAttention To Detail

Soft Skills

Excellent Interpersonal SkillsEffective Communication SkillsAbility To MultitaskAdaptability To ChangeTeam Collaboration

Tools & Technologies

Microsoft OfficeAXISXTRACConXACETD Business Windows

Certifications & Qualifications

Canadian Securities Course (CSC)Investment Funds Institute Of Canada (IFIC) Designation

Industry Keywords

Mutual Fund IndustryFinancial ServicesTransfer Agent OperationsClient Account IssuesCorporate Policies

About the role

Key responsibilities & impact

Investigate and resolve financial and non-financial corrections resulting from internal or external errors
Resolve client account issues accurately and promptly
Research, analyze, and adjust account issues and errors
Resolve issues in accordance with industry, provincial, and federal regulations and corporate policies
Provide professional customer service to clients
Apply knowledge of Fidelity products, policies, procedures, and risk mitigation practices
Communicate with clients, advisors, and other Fidelity partners during error recovery
Contribute to continuous improvement at the departmental and divisional levels
Help build a strong, effective team
Create positive client experiences by taking personal accountability

Requirements

What you’ll need

Current authorization to work in Canada is required
Postsecondary degree or equivalent work experience
Minimum of 2 years of related work experience in the mutual fund or financial services industry
Bilingual proficiency in English and French, both verbal and written, is required
At least 1 year of processing experience is an asset
Canadian Securities Course (CSC) and/or Investment Funds Institute of Canada (IFIC) designation is an asset
Familiarity with Microsoft Office, the internet, and relevant internal applications, including AXIS, XTRAC, ConX, ACE, and TD Business Windows
Excellent knowledge of policies, procedures, and transaction types related to Transfer Agent Operations
Broad knowledge of Fidelity’s product offerings
Quick learner with the ability to adapt to change
Excellent interpersonal and communication skills
Ability to multitask and work effectively under pressure
Ability to work independently and as part of a team
Strong analytical skills and attention to detail
Ability to exercise sound, prudent judgment when resolving client issues

Benefits

Comp & perks

Hybrid work schedule as part of Fidelity’s dynamic work arrangement
Opportunities to grow and develop your career
Inclusive environment where employees feel valued and supported
Competitive, market-aligned hourly compensation
Accommodation available upon request during the application process