Elevate investor relations as a Hybrid Investment Registered Representative at Fidelity Canada. Support clients with account servicing, trading inquiries, and educational resources, fostering a seamless investment experience.
In this full time role, you will serve as a registered contact for Fidelity's Investly platform, ensuring compliance with regulations while helping clients navigate investment options. With 2-5 years of experience in financial services, you will enhance client engagement while resolving trade-related inquiries and performing account maintenance.
Key Responsibilities:
• Serve as a point of contact for Investly clients
• Support investor activation and account inquiries
• Educate clients on trading tools and platform features
• Perform regulatory compliance and KYC updates
• Advocate for client needs in digital platform development
Requirements:
• University degree or equivalent experience
• 2-5 years in brokerage or wealth management
• Registered Representative with CIRO required
• Knowledge of Canadian securities and trading practices
• Familiarity with registered account types needed
Deliver exceptional client support and bring trading expertise to Fidelity’s Investly team.
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📌 Hybrid Investment Registered Representative – Fidelity (Ontario)
🏢 Fil
📍 Ontario