Job Description

Current work authorization for Canada is required for all openings.

The work location for this role is 483 Bay Street in Toronto until approximately late 2026, when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

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

Please note: This is a CONTRACT opportunity, ending on Sept 1st, 2027.

Who We Are

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://clearing.fidelity.ca/

How You’ll Make an Impact

The Team Manager, Estates leads a specialized team responsible for the processing and administration of estate-related accounts and requests. This role oversees the day-to-day operations of the Estates team, ensuring timely and accurate handling of estate accounts, including account transitions, documentation review, asset distribution, and regulatory compliance.

You will play a critical role in ensuring service excellence during sensitive client situations, balancing operational efficiency with empathy and care. Processing volumes across all queues and Service Level Objectives (SLOs) must be achieved while maintaining strict adherence to regulatory and risk requirements.

This role will build deep expertise within estate processing while collaborating closely with other operational areas such as Transfers, Registered Products, and Client Services where estate-related work intersects.

Key Accountabilities

Estates Operations Management

• Oversee daily estate processing activities, including documentation review (e.g., wills, probate, letters of direction), account closures, and asset distributions
• Manage workloads across queues to ensure timely completion of estate cases in accordance with SLOs
• Review transactions completed by associates to ensure accuracy and identify trends, errors, or process gaps
• Provide subject matter expertise in estate processing, including regulatory and tax considerations impacting estate accounts
• Identify and implement process improvements to streamline estate case handling and enhance client experience
• Lead escalation handling and complex case resolution involving estate disputes, incomplete documentation, or sensitive client situations

Compliance and Risk Management

• Ensure all estate processing adheres to regulatory requirements, including tax reporting, documentation standards, and audit expectations
• Oversee risk exposure related to estate disbursements, ensuring proper controls and approvals are followed
• Assist in developing and maintaining supervisory procedures specific to estate processing
• Support internal and external audits related to estate activities and ensure timely remediation of findings
• Identify financial, operational, or regulatory risks within estate workflows and escalate appropriately

People Management

• Lead, coach, and develop a team of estates operations associates
• Set clear performance expectations aligned with business goals and service standards
• Provide ongoing coaching, particularly in handling complex and sensitive client interactions
• Ensure team members are trained on estate-specific processes, regulatory requirements, and systems
• Foster a culture of accountability, empathy, and accuracy within the team
• Ensure employees understand Fidelity’s values, policies, and procedures

Business & Project Contribution

• Provide input into resource planning based on estate processing volumes and trends
• Act as a subject matter expert on estate-related initiatives, including process enhancements or system changes
• Participate in projects involving estate workflow improvements, client conversions, or regulatory updates
• Support implementation of new services or procedures impacting estate accounts

Working Relationships

• Collaborate with internal teams (Transfers, Registered Products, Client Services, Risk, Legal) to resolve estate-related issues
• Work closely with advisors, broker partners, and clients to facilitate seamless estate processing
• Liaise with external parties such as executors, legal representatives, and third-party vendors
• Identify continuous improvement opportunities to enhance the estate client experience
• Build strong cross-functional partnerships to support efficient case resolution

The Expertise You Bring

• Strong customer service orientation with the ability to handle sensitive client situations with empathy and professionalism
• Excellent organizational skills with the ability to manage complex estate cases and competing priorities
• Strong written and verbal communication skills, particularly in explaining estate processes clearly
• Ability to build strong relationships with internal partners and external stakeholders
• Proven leadership skills with the ability to motivate and develop high-performing teams
• Strong coaching capability, especially in navigating complex or escalated cases
• Ability to quickly learn and apply knowledge of estate processes, systems, and regulatory requirements

What We’re Looking For

• University degree (Bachelor’s Degree) or equivalent work experience
• 3+ years in Financial Services
• 3–4 years of progressive experience in operations or customer service within the brokerage or financial services industry
• Experience working with estate accounts or estate-related workflows is strongly preferred

Nice to Have

• 1+ years of experience coaching, training, mentoring, or leading people
• Completion of Canadian Securities Course (CSC)
• Knowledge of estate laws, probate processes, and tax implications related to estates
• French language skills

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.

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.

Competitive Pay for Specialized Talent

This contract role offers a flexible, hourly compensation model that reflects your expertise and the value you bring. The hourly rate ranges from $36.00 to $60.00, based on experience and qualifications.

We offer market-aligned rates that recognize the specialized skills and agility required for this role.

We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting is for an existing vacancy within our organization.

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