This is a regular, full-time role 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. 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. 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.

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 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. 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.

Digital Platform Advocacy





Contribute to the ongoing evolution of Investly’s digital capabilities by advocating for the voice of the client University degree required, or equivalent work experience ~2-5 years of experience in brokerage, investing, wealth management, securities operations, or financial services required ~ Familiarity with registered accounts (RRSP, TFSA, FHSA) and non-registered accounts required Experience supporting an online brokerage/self-directed investing platform Bilingualism in English and French Knowledge of online brokerage operations and trade lifecycle Robust client-service orientation and relationship-building capabilities High attention to detail and regulatory awareness 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. 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.

Fidelity

Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. Canada’s Top Employers for Young People Best Workplaces for Inclusion Best Workplaces for Today’s Youth Best Workplaces for Women Best Workplaces in Financial Services & Insurance HRD - 5-Star Diversity & Inclusion Employer TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting

📌 Investment and Insurance Administrator (Toronto)
🏢 Fidelity Canada
📍 Toronto