Job Description

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.

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.

Processing Representative Senior - (Registered Education Savings Plan (RESP))

• The position is available in Toronto.
• The role requires working rotating shifts - Monday through Friday between 8am and 8pm EST for our Processing team.

Business Overview:

The Processing department is responsible for administering all of the financial and non-financial transactions within various tax types received from our mutual fund retail customers.  Our goal is to build and maintain an accurate client database. 

How you’ll make an impact:

Position overview

The Processing Representative Sr will serve as a subject matter expert in specialized products to the team and internal partners on a day-to-day basis regarding departmental policies and procedures. This position is for Registered Education Savings Plan (RESP).

Key Responsibilities

• Processing all incoming financial trade requests including purchases, redemptions, transfers and exchanges as well as non-financial account requests
• Responding to technical issues and questions from both internal and external parties around specialized products
• Reviewing and enhancing internal documentation used for the processing of specialized products.
• Acting as a subject matter expert in specialized tasks and the applicable government products
• Participating and representing department in projects that impact daily activities and the specialized products.
• Providing high level of customer service to clients and promoting a customer centric environment
• Performing quality control is a required duty.

What We Are Looking For: 

Experience

• 1-2 years of experience within the mutual fund industry.
• Registered Education Savings Plan (RESP).
• Preferred operational focus, specifically related to processing.

Education:

• Completion of 2-year post-secondary education…or equivalent work experience 
• Strong communication skills in English (verbal & written) (required)
• Strong communication skills in French (verbal & written) (asset)

Designations, Licenses, or Accreditations

• Investment Fund Institute Course (IFIC) or Canadian Securities Course (CSC) is an asset.

The expertise you bring:

• Strong working knowledge of Mutual Fund industry, regulatory and government rules and regulations
• In depth knowledge of specialized products
• Excellent interpersonal and communication skills (verbal and written)
• Strong analytical, organization and time management skills
• Excellent knowledge of MS Office Suite (Word, Excel, and PowerPoint)
• Ability to multitask, work well under pressure, and meet deadlines.

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