Advisor Service Centre Representative Bilingual (Calgary)

TL;DR

Advisor Service Centre Representative Bilingual (Calgary): Provide inbound customer service and support to investment advisors, their support teams, and investors, with an accent on answering client requests for information and directing them to the right department. Focus on supporting short- and long-term investment planning needs while working rotating shifts in a flexible hybrid setup.

Location: Calgary Office

Salary: $58,000–$72,000 annually

Company

hirify.global helps Canadian investors build better financial futures through mutual funds and ETF management.

What you will do

• Deliver exceptional customer service to investment advisors, their support teams, and investors via an inbound contact centre.
• Support advisors and investors with information needed to educate and plan short-term and long-term investment strategies.
• Represent Fidelity by answering client requests for information and routing clients to the appropriate department in a timely manner.
• Work rotating shifts (Monday–Friday, 8:00 am–6:00 pm local time (MDT)) for the Advisor Service Centre team.

Requirements

• Current work authorization for Canada is required.
• Bilingualism in French and English (verbal and written) is required.
• College diploma required (recent graduates are encouraged) or equivalent experience.
• Strong written and verbal communication skills.
• Analytical and critical thinking skills to solve client problems.
• Detail-oriented with a strong desire to learn and grow.

Culture & Benefits

• Flexible working arrangements: 100% remote, hybrid, and in-office options.
• Extensive training, resources, and ongoing manager support.
• Comprehensive health benefits starting on day one (100% employer-paid premiums), including up to $5,000 annually for mental health services and therapy.
• Parental leave top-up to 100% of salary for 25 weeks.
• RRSP contribution after 6 months of employment (no employee matching required).
• Home office equipment support up to $650 and generous time off policy.

Hiring process

• Hiring decisions are reviewed and finalized by recruiters; LinkedIn Hiring Assistant may support parts of sourcing.
• Interviews are conducted for selected candidates; recruiter contact will address questions.