Fidelity Canada

Sales

• Deliver funded new business that meets or exceeds annual sales targets.
• Articulate Fidelity’s value proposition to Investment prospects within assigned territory.
• Identify and qualify appropriate sales opportunities within assigned territory
• Cultivate close ongoing relationships with market influencers, consultants and plan sponsors.
• Negotiate legal documents/contracts with new clients, ensuring smooth hand-off to the Transition and Relationship Management teams
• Work collaboratively within and across business units to create one face to the customer and provide leadership and direction to the organization and team members on day to day execution of account plans, events, product needs and service standards
• Partner with various departments within the Institutional business (Client Management, Consultant Relations) and multiple divisions within the greater Fidelity organization (Portfolio Managers, Legal, Compliance, Treasury, Back Office, Products and Marketing, Operations) to ensure all are appropriately engaged in strengthening and advancing business relationships

VP Institutional Sales

Customer Success Manager

• Establish, build and maintain relationships with their advisors and key members of their offices
• Take full ownership of inquiries and escalations to ensure resolution according to Fidelity’s policies and procedures
• Coordinate, manage and document all operational activities of assigned clients and act as the expert on operational policies and procedures within FIC
• Partner with internal clients to reinforce clients Effortless Experience
• Organize service review discussions with clients and develop and execute action plans to address issues
• Act as the expert on FIC operational policies and procedures with advisors’ offices on how to process business
• Act as the internal liaison/advocate for clients in interactions with key support groups across FIC

Client Experience Manager

Bilingual

• Vous procurez un service à la clientèle de première classe aux conseillers en placements, à leurs équipes de soutien administratif et aux investisseurs dans notre centre d’appels entrants.
• Vous travaillerez directement avec les conseillers pour leur donner le soutien dont ils ont besoin pour informer leurs clients et planifier leurs stratégies de placement à court et à long termes.
• Vous représenterez Fidelity en prenant en charge la résolution de la demande de renseignements du client et en lui facilitant la tâche en le transférant au bon associé interne, le cas échéant, en temps opportun.

Bilingual Advisor, Service Center

• Serve clients efficiently and courteously
• Respond to questions and escalations from existing and prospective clients, Service Centre representatives and sales representatives regarding products, policies and procedures via phone, chat, email, fax, mail, MessageServ and Fidelity online portals.
• Deliver effective service by actively supporting clients using positive language and active listening.
• Provide end-to-end support, ownership and handling of escalations and urgent issues.
• Provide comprehensive and accurate information to internal clients about Fidelity products and services.
• Provide internal clients with thorough and accurate guidance on Fidelity policies and procedures while mitigating risk.
• Act as a liaison between the Service Centre and other Customer Service divisions.
• Route inquiries to product, marketing, compliance, risk management and other departments within the organization.
• Participate in inquiries and investigations in Fundserv.
• Serve as a subject-matter expert and represent the team on projects and initiatives.
• Provide timely service while ensuring information accuracy.
• Work to enable the company to meet its service level targets.
• Maintain productivity by staying current on changes to products, policies and procedures.

Service Centre Specialist – Bilingual

Compliance

• Provide ongoing compliance support to the organization on BEWG and Sales Practices policy and procedures.
• Provide compliance oversight and support for all NI 81-105 5.2 event related activities.
• Conduct and document compliance monitoring results in respect of BEWG and Sales Practices Programs.
• Act as subject matter expert (SME) and provide compliance support on compliance and cross-divisional projects.
• Prepare accurate and timely materials for the Manager, Sales Compliance and various internal committees on a recurring basis.

Senior Sales Compliance Analyst

• The Manager, Regional Sales (MRS) will partner with the VP Regional Sales to manage the sales team.
• The MRS advances the usage of the necessary tools and data to apply a consistent sales process to optimize each territory opportunity.
• Identify and recommend best practices within and across regions and contribute to firm wide projects through assigned committees.
• Assist in maintaining strong relationships with universities to attract the best possible candidates.
• Facilitate the implementation of a consistent territory team model that optimizes sales team effectiveness.
• Communicate critical information in regularly scheduled team and one on one meetings, to advance the understanding and execution of key initiatives, usage of appropriate marketing & technology tools.
• Build partnerships across the organization to advance advisor and firm-wide priorities.
• Work with the Regional Vice President and the sales teams to optimize the use and effectiveness of PM access, Due Diligence, conference participation, and other events for the region.
• Provide effective coaching to assist Business Development Associates and Business Development Managers to increase sales and enhance relationships with advisors in the Prospecting category (PPRP, PRSP, TBQ).
• Ensure Region is adhering to BEWG & Compliance policies.

Regional Sales Manager

• Process and adjust transactions and handle client requests accurately, professionally and in a timely manner
• Acquire practical knowledge of Fidelity's products, policies and procedures and apply them appropriately, including to mitigate risks within your role
• Support Fidelity's values and the iCARE principles by adding value to the client experience, understanding what matters, recognizing what needs to be done and taking personal accountability
• Help meet Customer Service requirements to achieve and maintain optimal service levels

Bilingual Customer Service Representative

Administration

• Vous commencerez à travailler soit dans l’équipe des nouveaux comptes, soit dans l’équipe des transferts de comptes
• L’équipe des nouveaux comptes est responsable de la configuration de nouveaux comptes dans l’environnement Dataphile de SCFC en temps opportun
• Vous devrez apporter des mises à jour non financières et effectuer des contrôles de qualité sur les nouveaux comptes qui ont été générés par le système et entrés manuellement dans l’outil Mise à jour d’investisseur
• Vous veillerez à ce que les documents soient en règle, à entrer et mettre à jour les données des clients et à les aider à remplir les formulaires, en les avisant de toute lacune
• Vous serez responsable de l’exécution des tâches et des opérations quotidiennes tout en assurant la conformité aux exigences réglementaires internes et sectorielles
• Vous vous familiariseriez avec nos livraisons électroniques (NELTC) ainsi qu’avec notre façon manuelle d’échanger des documents (non admissibles au service NELTC)
• Dans le cadre des transferts, vous passerez en revue les formulaires, effectuerez les transferts, assurerez le suivi auprès des institutions sur les statuts tout en tenant nos clients informés