Job Description

Current work authorization for Canada is required for all openings

You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement

Company Overview

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.

The Opportunity

The Manager is responsible for the effective management and leadership of the administration, client interaction and transaction processing responsibilities of the Registered Disability Saving Plan within Client Services. The deliverables will include setting us processes and procedures in line with ESDC & CRA guidelines, delivering of interaction and processing quality and through put targets, development and maintenance of appropriate controls, keeping abreast of regulatory changes, staff planning and utilization and process reviews and improvements.

What You Will Do

Leadership: Build and lead a high-performing team that aligns with Fidelity’s values and that collaborates well in cross-functional environments.

• Conduct regular coaching sessions with employees, providing direction and feedback, actively manage performance, and proactively address performance concerns

• Engage employees in development conversations and provide support. towards to their development goals, with a focus on continuous learning and upskilling

• Conduct annual goal setting by establishing clear and measurable goals, ensuring alignment and support of department strategy

• Successfully execute end to end yearend performance review cycle

• Work with HR Business Partners to develop talent management strategies to attract and retain talent

• Drive employee engagement by supporting and promoting people programs and enabling Fidelity’s culture

Operational management: Manage the day-to-day activities of the department, ensuring the team is delivering against the interaction and processing KPI targets

• Lead the day-to-day activities of the RDSP department. Work with senior divisional management to make recommendations and implement changes which will enhance productivity, reduce risk and generally increase employee performance

• Oversee the day-to-day operations of the department to ensure proper administration and regulatory compliance with completion of incoming transactions

• Liaise with ESDC to ensure proper administration and escalation of operational enquiries

• Develop policies and procedures in line with the established guidelines of ESDC and CRA

• Add value to the client experience and support Voice of the Customer program by understanding what's important and recognizing what needs to be done

Influence strategic direction: Leads the development and execution of departmental goals, in addition to contributing to the development of the Client Services Business Plan

• Partners with other departments across Client Services and Customer Relations, balancing departmental objectives with overall corporate objectives

• Works with senior divisional management to make recommendations and implement changes which will enhance productivity, reduce risk and generally increase employee performance

• Developing strategic presentations to obtain agreement and alignment from the executive team and key stakeholders

• Contribute to the creation of the annual business planning process, by providing strategic insights, anticipating environmental changes for the purposes of future proofing the team

Relationship Management: Build solid relationships across Fidelity and within the mutual fund industry

• Develop relationships to ensure clear communication lines are built with key stakeholders across Fidelity (e.g. Sales, Compliance, Legal, Product)

• Look for opportunities to represent Fidelity on industry committees (e.g. IFIC, FundSERV), to ensure our position is considered, and we can provide input on industry development

What You Will Bring

• Knowledge and understanding of Registered Disability Savings Plans and relevant business policies and procedures

• Excellent knowledge of ESDC & CRA regulations, requirements, and guidelines, including legislative changes as published by ESDC and CRA

• Exceptional communicator who can leverage data to identify themes, build a narrative and secure buy-in from senior management

• Strong attention to detail with the ability to identify and correct errors to ensure that all compliance and regulatory requirements are maintained

• Ability to provide strategic direction and coaching across multiple projects in a fast-paced, deadline-driven environment, changing focus and priorities as needed

• Proven ability to build and cultivate strong relationships with internal and external stakeholders up, down, and across the organization

• Strong project management skills with an emphasis on bringing together multiple stakeholders and driving towards a common goal under specified timelines

• Proven leadership experience with a focus on developing and leveraging the capabilities of a high-performing team

Experience, Education

• University degree (Bachelor Degree) or equivalent work experience

• 5+ years of Knowledge and understanding of Registered Disability Savings Plans and relevant business policies and procedures with 3+ years of leadership experience

• Excellent knowledge of ESDC & CRA regulations, requirements, and guidelines, including legislative changes as published by ESDC and CRA 

• Industry knowledge of CIRO (formerly MFDA and IIROC), ESDC, CRA and RQ rules and regulations

• Completion of the CSC or IFIC is an asset

• Bilingual English/French, both oral and written (asset)

• Experience working within the asset management industry or similar financial services organization

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

• Flexible working arrangements - 100% remote, hybrid, and in office options

• 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, that include up to $5000 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 2 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.

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 [email protected].

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