Job Description Please note:

Current work authorization for Canada is required for all openings

This is a regular, full-time role

You will be working on a Hybrid work schedule

The work location for this role is 483 Bay Street in Toronto until approximately late 2026 when the work location will change to the recent Mississauga office at 3 Robert Speck Parkway.

Who We Are

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and expertly.

What You Will Do

Investly is Fidelity Canada’s investing platform, providing investors with the tools, technology, and resources to make and manage their own investment decisions.

The Registered Representative, Investly, is responsible for supporting investors by providing account servicing, trading support, platform education, and regulatory oversight throughout the client lifecycle. This role serves as a key point of contact for clients and prospects, helping them navigate the platform, understand available products and services, and efficiently manage their accounts.

The successful candidate will deliver an exceptional client experience while ensuring all activities are conducted in accordance with CIRO requirements, securities regulations, and Fidelity policies.

Key Responsibilities

Client Experience and Business Impact

Serve as a registered point of contract for Investly clients through phone, email, chat, and secure digital messaging

Support investor activation, engagement retention account inquiries, trading processes, platform navigation and adoption, and self- service capabilities

Explain account features, order types, trading functionality, fees and available platform tools

Escalate complex client concerns to internal teams

Assist clients in funding accounts and transferring assets from other financial institutions

Trading Expertise & Account Support

Serve as a subject matter expert on trading processes and execution-related inquiries

Assist clients with understanding trade execution processes, order entry procedures, and account functionality





Support inquiries related to equities, ETFs, mutual funds, and other approved investment products

Assist with account funding, withdrawals, transfers, account opening requirements, and registered account administration.

Investigate and resolve trade-related inquiries, settlement questions, and operational exceptions.

Regulatory & Compliance Responsibilities

Exercise sound judgment in reviewing client activity and identifying potential suitability, conduct, or regulatory concerns.

Maintain registration requirements and comply with all CIRO, securities regulatory, anti-money laundering (AML), privacy, and internal compliance obligations.

Perform Know Your Client (KYC) updates and account maintenance reviews where applicable.

Identify, document, and escalation compliance concerns, suspicious activity, and regulatory issues.

Investor Education

Educate clients on platform functionality, trading tools, research resources, and investing features.

Digital Platform Advocacy

Contribute to the ongoing evolution of Investly’s digital capabilities by advocating for the voice of the client

What We Are Looking For

University degree required, or equivalent work experience

2-5 years

of experience in brokerage, investing, wealth management, securities operations, or financial services required

Registered Representative with CIRO required, along with successful completion of the CSC/CPH

Knowledge of Canadian securities markets, order types, and trading practices required

Experience supporting retail investors in a client-facing environment required

Familiarity with registered accounts (RRSP, TFSA, FHSA) and non-registered accounts required

Nice to Have:

Experience supporting an online brokerage/self-directed investing platform

Bilingualism in English and French

Completion of additional industry designations such as CIM, PFP, CFP

What You Will Bring

Strong understanding of capital markets, securities trading, and investing

Knowledge of online brokerage operations and trade lifecycle

Excellent verbal and written communication skills

Strong client-service orientation and relationship-building capabilities

Strong analytical, problem-solving, and decision-making skills

High attention to detail and regulatory awareness

Total Rewards That Reflect Your Impact





We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well‑being tomorrow.

For this role, your total rewards include

Base Salary and Discretionary Performance Bonus:

Total annual cash compensation (

base salary plus target bonus

) ranges from

$68,000

to

$85,000

, based on your experience and qualifications.

RRSP Contribution:

After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.

We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an

existing vacancy

within our organization—an opportunity to step into a role where your talents will make a meaningful difference.

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].

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

Canada’s Top 100 Employers

Greater Toronto’s Top Employers

Canada’s Top Family-Friendly Employers

Canada’s Top Employers for Young People

Great Place To Work Certified

Best Workplaces for Inclusion

Best Workplaces for Mental Wellness

Best Workplaces for Today’s Youth

Best Workplaces for Women

Best Workplaces in Financial Services & Insurance

Best Workplaces in Ontario

Best Workplaces with Most Trusted Executive Teams

LinkedIn Top Companies in Canada

Human Resource Director (HRD) - Best Place To Work

HRD - 5-Star Benefit Program

HRD - 5-Star Diversity & Inclusion Employer

Designations

Canadian Compassionate Companies – Certified

Benefits Canada’s Workplace Benefits Award - Future of Work Strategy

TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting

Canadian HR Reporter’s Most Innovative HR Team

#J-18808-Ljbffr

📌 Investment Registered Representative Investly (Winnipeg)
🏢 Fidelity Canada
📍 Winnipeg