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Added 2 months ago
FC
Client Experience Associate, Investly
Fidelity Canada
Toronto, ON
- Full-time
Diversity and inclusion programs, including an active network of Employee Resource Groups.
Added 2 months ago
Executive Director, Central Services
Government of Alberta
Edmonton, AB
The Assistant Deputy Minister of Forestry is seeking to fill an Executive Director position.
Added 2 months ago
FC
Campus Relations Manager, Technology
Fidelity Canada
Toronto, ON
- Full-time
Work consultatively across the Fidelity Canada organization to understand the needs of the business and develop specialized student recruiting programs that meet those needs.
Added 2 months ago
FI
Enterprise Implementation Specialist
Fellow Insights Inc.
Remote, Canada
- Full-time
- Remote
Drive change-management and adoption programs - executive briefings, champion networks, train-the-trainer programs, and communications plans - to ensure high usage across large, distributed…
Added 2 months ago
Senior Talent Management Consultant
Government of Alberta
Edmonton, AB
As a Senior Talent Management Consultant, you will work with Deputy Ministers, Assistant Deputy Ministers, Executive Directors, HR leaders, and executive search partners to help identify,…
Added 2 months ago
E
Assistant Director of Care (ADOC)
Extendicare
Markham, ON · Extendicare (Canada) Inc (Steeles Ave.)
- Full-time
Extendicare is currently hiring experienced healthcare leaders for Assistant Director of Care opportunities within our Long-Term Care homes across Ontario, Alberta, and Manitoba, including…
Added 2 months ago
FC
Quality Assurance Analyst, Investly
Fidelity Canada
Toronto, ON
- Full-time
We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to…
Added 2 months ago
Senior Service Designer
Government of Alberta
Edmonton, AB
The Product Branch within DDD is accountable for partnering with ministry programs to frame problems and deliver evidence-based solutions through the design and delivery of technology and…
Added 2 months ago
Executive Director, Innovation Partnership and Governance
Government of Alberta
Edmonton, AB
Job Title: Executive Director, Innovation Partnerships and Governance
Added 2 months ago
FC
Trade Supervision and Oversight Manager
Fidelity Canada
Toronto, ON
- Full-time
Added 2 months ago
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Manager, Data Analytics
McKesson
Mississauga, ON
- Full-time
Typically requires 7+ years of relevant professional experience advancing data programs, including quality management, integration pipelines, and cloud data warehousing for scalable…
Added 2 months ago
VC
Clinical Cardiologist, Women’s Heart Health
Vancouver Coastal Health
Vancouver, BC
- Full-time
…development and growth of the UBC Cardiology research and teaching programs. The Division of Cardiology will support an appointment of Clinical Assistant Professor or higher, however…
Added 2 months ago
VC
Cardio Oncologist Cardiologist
Vancouver Coastal Health
Vancouver, BC
- Full-time
…development and growth of the UBC Cardiology research and education programs. The Divisions of Cardiology will support an appointment of Clinical Assistant Professor or higher, however…
Added 2 months ago
VC
Critical Care and General Cardiologist
Vancouver Coastal Health
Vancouver, BC
- Full-time
…and growth of the UBC Cardiology education and/or research programs. The Division of Cardiology will support an appointment of Clinical Assistant Professor or higher, however clinical…
Added 1 month ago
Director Compliance (Assistant General Counsel)
PCL Construction
Edmonton, AB
As a Director Compliance (Assistant General Counsel) for PCL Constructors Inc. in Edmonton, Alberta (Corporate), you'll have the opportunity to develop and lead the strategy for PCL's…
Added 3 months ago
AO
Education Assistant
Academy of Leadership Sciences Switzerland
Surrey, British Columbia
- Full-time
As an Educational Assistant you will be part of a talented multidisciplinary team working with children, families and school staff. We have hundreds of students from all over the province,…
Added 2 months ago
Investigations Manager - Level 1 Investigations
Government of Alberta
Calgary, AB
Providing recommendations to ASIRT's Director of Investigations/ Executive Director concerning the quality and thoroughness of Level 1 (allegations of statutory offences) investigations;
Added 2 months ago
FC
Legal Counsel
Fidelity Canada
Toronto, ON
- Full-time
Diversity and inclusion programs, including an active network of Employee Resource Groups
Added 1 month ago
Director Compliance (Assistant General Counsel)
PCL Construction
Edmonton, AB
As a Director Compliance (Assistant General Counsel) for PCL Constructors Inc. in Edmonton, Alberta (Corporate), you'll have the opportunity to develop and lead the strategy for PCL's…
Added 2 months ago
OC
Director, Strategic Partnerships
Ontario Centre of Innovation
Toronto, ON
- $130,000 to $148,000 CAD / year
- Full-time
…the successful candidate will act in coordination with the Executive Team to define short- and long-term strategies and work with internal and external stakeholders to execute on the…
Added 2 months ago
B
Executive Assistant
BDO
Ottawa, ON
- Full-time
BDO Canada LLP is looking for a Executive Assistant in our Ottawa location. This is a replacement role and presents an excellent opportunity to contribute to a well-established practice…
Added 2 months ago
CI
Executive Administrative Assistant
Chief Isaac Group of Companies
Dawson City, YT
- Full-time
The Executive Administrative Assistant provides high-level administrative and organizational support to the Chief Executive Officer and executive team, ensuring the efficient day-to-day…
Added 2 months ago
YU
Executive Assistant
Yorkville University
New Westminster, BC
- Full-time
…leadership team on a dynamic and collaborative campus. As the Executive Assistant, you will partner closely with the Vice President Academic, Dean, and Associate Chairs, helping bring…
Added 1 month ago
B
Director of Site Operations, Construction Services
BGIS
Toronto, ON
- $195,000 to $215,000 CAD / year
- Full-time
…leadership teams across Canada, including Site Superintendents and Assistant Superintendents. This role is responsible for driving national consistency in field execution, optimizing…
Added 2 months ago
Executive Assistant to the Managing Director, Insurance (14-Month Contract)
Nicola Wealth
Vancouver, BC
This is a dynamic and multifaceted role providing high-level executive support to the Managing Director, Insurance. This is an exciting opportunity to be part of a growing and collaborative…

Fidelity Canada

Client Experience Associate, Investly

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Experience: 3+ years of experience in financial services in back-office, sales or client support required
Posting language: English
Posted: Aug 7, 2026

Original job description

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 schedule as part of Fidelity’s dynamic working arrangement.
The work location for this role is 483 Bay Street in Toronto until approx. 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 professionally.

Business Overview:

The Client Experience Associate, Investly, will partner with the Digital Product Development (DPD) team to directly support users and customers.

This role will be the first and primary contact person for all prospects and clients throughout the client lifecycle from the evaluation phase in which the goal is to help clients understand why the application matches their needs, to the onboarding phase to getting people up and running with the application, to being the primary source of information and troubleshooting for ongoing support in using the application. As a part of being the primary contact for users, this role will be responsible for supporting clients directly in accordance with our servicing processes and policies, and escalating issues to appropriate team members as set out in these policies.

What You Will Do:

Drive product adoption:

Interact virtually (online) with users to address industry and product related questions to remove any barriers to having clients try the application
To provide prospective clients with appropriate pre-approved content and messages to educate them on why the application might fit their needs
To escalate issues during this early sales process to appropriate team members, as per our servicing processes and policies.

Support clients during onboarding

To support the smooth onboarding of clients by identifying standard onboarding issues within the operating framework, and providing support, help and troubleshooting guidance

Providing technical & application support

To be an expert in how devices (Android and iOS) work, and to be able to understand customer technology issues
To be able to follow established FAQs and guide clients through debugging device and application-related issues
Where application bugs are suspected, to log them for tracking by the software team

Drive product improvement by collecting user feedback

Collect and identify qualitative product feedback from clients through directly interaction throughout the product cycle
Be the advocate for the client in product planning discussions to ensure common pain points are address and typical negative outcomes pre-empted.

The Expertise You Bring:

Curiosity and problem-solving skills to help meet client needs and build solutions
Strong time-management and organizational skills
Excellent oral and written communication skills, including active listening and relationship building
The ability to remain positive and professional in high-pressure, challenging customer situations
Deep proficiency in using diverse digital tools

What we are looking for:

3+ years of experience in financial services in back-office, sales or client support required
Experience working metrics and data-driven organizations in client-facing roles required
Nice to have experience in digital products
University Degree or equivalent work experience required
Being Bilingual in French is an asset
Experience interacting with a custodial platform is an asset

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 $79,000 to $96,000, 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.

Some of the ways we will help you feel valued and supported as part of our team:

Flexible working arrangements.
Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you.
Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, which include up to $5,000 annually for mental health services and therapy.
Parental leave top-up to 100% of your salary for a period of 25 weeks.
Up to $650 for home office equipment.
Generous time off policy, including two paid days annually to volunteer at a charity of your choice.
Diversity and inclusion programs, including an active network of Employee Resource Groups.
Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation.

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.

We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions.

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 FidelityCanadaStaffing@fidelity.ca.

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

•   Canada's Top 100 Employers
o   Greater Toronto's Top Employers
o   Canada's Top Family-Friendly Employers
o   Canada's Top Employers for Young People

•   Great Place To Work® Certified
o   Best Workplaces for Inclusion
o   Best Workplaces for Mental Wellness
o   Best Workplaces for Today's Youth
o   Best Workplaces for Women
o   Best Workplaces in Financial Services & Insurance
o   Best Workplaces in Ontario
o   Best Workplaces with Most Trusted Executive Teams

•   LinkedIn Top Companies in Canada

•   Human Resource Director (HRD) - Best Place To Work
o   HRD - 5-Star Benefit Program
o   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

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More about this job

Responsibilities

The Client Experience Associate acts as the primary contact for prospects and clients, guiding them through the product lifecycle from evaluation to onboarding. They are responsible for providing technical support, troubleshooting application issues, and advocating for client needs within the product development team.

Requirements

Candidates must have at least 3 years of experience in financial services within back-office, sales, or client support roles. A university degree or equivalent work experience is required, along with strong communication skills and proficiency in digital tools.

Skills

Client support
Problem-solving
Time-management
Communication
Relationship building
Technical support
Debugging
Product adoption
Customer service
Financial services
Data-driven decision making
Digital tools

Benefits

RRSP contribution
Flexible working arrangements
Comprehensive health benefits
Mental health services
Parental leave top-up
Home office equipment allowance
Paid volunteer days
Professional development opportunities
Tuition reimbursement

Visa sponsorship

Not detected in the job text

Keywords

Financial services
Client support
Digital product development
Onboarding
Troubleshooting
Android
iOS
Product adoption
Customer feedback
Custodial platform
Back-office
Sales
Data-driven
Hybrid work
RRSP
Professional development
Mental health support
Parental leave
Client lifecycle
Technical support

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