Bilingual Operations Representative (Account Transfers In/Out)

Bilingual Operations Representative

Please note

• The incumbent of this role is required to review and process documents in both official languages (French and English) to meet our industry regulatory obligations. It is required that they demonstrate advanced communication skills in both languages.
• Current work authorization for Canada is required for all openings.
• You will be working on a 100% remote as part of Fidelity’s dynamic working arrangement.
• The internal business titles for these roles are “New Accounts Administrator” and “Registered Products and Mutual Funds Administrator”.

What We Do

Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.-based firms.

For more information about Fidelity Clearing Canada, please visit https://clearingcanada.fidelity.com/.

Main Responsibilities

Bilingual Account Transfers Operations Representative will be a valuable addition to FCC's Operations department. You will begin working in either the Account Transfers team:

• The *Account Transfers team* is responsible for both the Transfer-ins of Assets into FCC but also for Transfer-outs of assets leaving our firm. You would become familiar with our electronic deliveries (ATON) and also our manual way of exchanging documents (non-ATON). As part of transfers, you will review forms, initiate transfers, follow-up with institutions on statuses while keeping our clients up to date.

Requirements

• Post-secondary education or equivalent work experience.
• You have between 1 - 2 years’ of experience in the financial services sector.
• Bilingualism in both spoken and written (English and French).
• Knowledge of different types of accounts, such as unregistered accounts (cash, margin, joint, etc.) and registered accounts (REER, CELI, REEE, etc.).
• Excellent knowledge of Microsoft Excel.

Assets

• Knowledge or experience in the brokerage sector.
• Successful completion of a financial services course (e.g., CCVM) or enrollment in such a course.

Expertise

• You work effectively in a team while being capable of working autonomously.
• You have excellent communication skills, both oral and written.
• You demonstrate a concern for detail and solid time management skills.
• You strive to provide quality customer service, striving to exceed customer expectations.
• You work autonomously in a dynamic environment.
• Here are some of the ways we will help you feel valued and supported within our team:
• Flexible work arrangements
• Competitive total compensation, including a contribution to your collective REER with no obligation for you to match
• Full medical benefits from day one, including up to $5,000 per year for mental health and therapy services, and employer-paid premiums
• 100% parental leave for a period of 25 weeks
• Up to $650 for your home office equipment
• Generous leave policy, including two paid days annually for volunteering with a charity of your choice
• Diversity and inclusion programs, including an active network of resource groups for staff
• Vast opportunities for professional development, including access to over 11,000 training and development courses, tuition reimbursement, and rewards for obtaining a professional designation
• Why Choose Fidelity?

Awards

• Canada’s 100 Best Employers
• Best Employers in the Greater Toronto Area
• Best Family-Friendly Employers in Canada
• Best Employers for Young Canadians
• Certified Great Place To Work®
• Best Places to Work for Inclusion
• Best Places to Work for Mental Well-being
• Best Places to Work for Today’s Youth
• Best Places to Work for Women
• Best Places to Work in Financial Services and Insurance
• Best Places to Work in Ontario
• Best Places to Work with the Most Trusted Leadership Teams
• Top Companies in Canada on LinkedIn
• Best Places to Work – Human Resources Director (HRD)
• 5-Star Benefits Program – HRD
• 5-Star Employer for Diversity and Inclusion – HRD

Designations

• Designated Canadian Compassionate Company
• Benefits Canada Workplace Benefits Award – Future of Work Strategy
• National Recruitment Awards TalentEgg – Special Award for Diversity and Inclusion in Recruitment
• Named one of the most innovative HR teams according to Canadian HR Reporter
• Fidelity Canada is committed to employment equity

Fidelity Canada is committed to fostering a diverse and inclusive workplace. All qualified applicants will be considered without distinction based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin or ethnic origin, age, disability, marital status, veteran status, Indigenous or Aboriginal status, or any other status protected by law.

Employment Accommodation Measures

Fidelity Canada accepts and encourages employment applications from people with disabilities. Accommodations are offered on request to candidates participating in the selection process. If you require an accommodation, please email FidelityCanadaStaffing@fidelity.ca.

By applying to this position, you consent to receiving an automated receipt.

We do not respond to any information requests by phone and do not accept any candidate presentations through an agency. We thank all candidates for their interest. Please note that only those selected for an interview will be contacted.

*We are committed to promoting a culture centered on compassion and individuality, and we are proud to have been named among Canada’s 100 Best Employers for the past five years.*

Bilingual Operations Representatives

Please note

• The incumbent of this role is required to review and process documents in both official languages (French and English) to meet our industry regulatory obligations. It is required that they demonstrate advanced communication skills in both languages.
• Current work authorization for Canada is required for all openings.
• You will be working on a 100% remote as part of Fidelity’s dynamic working arrangement.
• The internal business titles for these roles are “New Accounts Administrator”

What We Do

Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.-based firms.

For more information about Fidelity Clearing Canada, please visit https://clearingcanada.fidelity.com/

What You Will Do

The Account Transfer Operation Representative will be a valuable addition to FCC's Operations department. You will begin working in either the Account Transfers team:

• The *Account Transfers team* is responsible for both the Transfer-ins of Assets into FCC but also for Transfer-outs of assets leaving our firm. You would become familiar with our electronic deliveries (ATON) and also our manual way of exchanging documents (non-ATON). As part of transfers, you will review forms, initiate transfers, follow-up with institutions on statuses while keeping our clients up to date.

What You Need

• Post-secondary education or equivalent work experience
• You have between 1 - 2 years’ of experience in the financial services sector.
• Bilingualism in both spoken and written (English and French).
• Knowledge of different types of accounts, such as unregistered accounts (cash, margin, joint, etc.) and registered accounts (REER, CELI, REEE, etc.).
• Excellent knowledge of Microsoft Excel.

Assets

• Knowledge or experience in the brokerage sector.
• Successful completion of a financial services course (e.g., CCVM) or enrollment in such a course.