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 new 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 elevate 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 Solid 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

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📌 Investment Registered Representative Investly (Winnipeg)
🏢 Fil
📍 Winnipeg