Job Description

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.

What You’ll Be Doing

The Business Operations Consultant is the primary liaison between the new introducing broker or portfolio manager client that is onboarding to Fidelity Clearing Canada (FCC) and the FCC Operations departments.  This role supports business requirements gathering and assists with set-up for new clients.  The BOC is also responsible for documentation for operational tasks required to smoothy and efficiently integrate the client to FCC. This role will ensure both client readiness and FCC readiness for Day 1. 

• Primary liaison between the client and the operations team.
• Managing finance, compliance, and credit & trading requirements
• Setting up meetings with clients to perform assessment
• Perform reviews of FCC procedures to obtain client buy in and consent
• Documenting meeting notes and distributing to the appropriate shareholders
• Ensure all required onboarding documents are completed and received from the clients.
• Managing open items     
• Analyze the procedures, products, and business practices of the client to align with FCC policies and procedures and negotiate mutually acceptable solutions and alternatives when necessary
• Manage the transition for the client into day to day
• Consulting with the client on middle office readiness 
• Consulting with the Product team on client branch & head office training plan
• Ensure all systems are in working order for Day 1
• Lead onsite support at client offices for large conversions as required

What We’re Looking For

• Completed Post-Secondary Education, or equivalent work experience
• 3+ years’ experience working within a brokerage or financial industry
• Strong knowledge of Dataphile or similar Books of Records platform
• Brokerage platform data conversions experience within is a must have
• Experience with uniFide experience is nice to have

The Skills You Bring

• Advanced understanding of the Canadian brokerage industry in both the retail and institutional segments
• Advanced knowledge of back office processing and clearing/custodial functions
• Ability to educate the business owners and clients on FCC procedures
• Capacity to lead and work as part of a team
• Problem solving skills and the ability to find unique solutions to problems
• Strong analytical & organizational skills
• Strong knowledge of FCC policy and procedures.
• Excellent documentation skills

Fidelity Benefits and Perks!

• 100% remote and hybrid work arrangements

• Competitive total compensation package

• Opportunity to participate in Fidelity profit-sharing program

• Company contributes into your RRSP, without a matching requirement from you

• Health benefits and coverage, with no requirement for employee paid premiums, including up to $5000 for therapy

• Health Care Spending Account

• TELUS Health Virtual Care app

• Health and Fitness Reimbursement

• Up to $650 for home office equipment

• Generous time off policy

• 2 paid days annually to volunteer

• Access to over 11,000 training and development courses

• Tuition reimbursement

• Monetary awards for completing a required designation

• Annual dues reimbursement for professional designations

• Pregnancy/Parental/Adoption Leave - Fidelity will top-up to 100% of your salary for a period of 25 weeks

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

Current work authorization for Canada is required for all openings.

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