Job Description

About the Opportunity Job Type: Permanent

Application Deadline: 10 November 2022

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

What You Will Do:

The Account Transfers Administrator will be a valuable addition to FCC's Operations department. You will begin working in 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
• Investigate the rejected transfers and communicate the issues to our clients for resolution
• Reconcile the Account Transfers control accounts daily.

What You Need:

• Post-secondary education or equivalent work experience
• You have between 1 - 2 years' of experience in the financial services industry.
• You are familiar with different account types such as Non-Registered Accounts (Cash, Margin, Joint etc.) as well as Registered Accounts (RRSPs, TFSAs, RESPs etc).
• Excellent MS Excel skills

The following are assets:

• Knowledge of and/or experience in the brokerage industry
• Completion of, or enrolment in, a financial services industry program (e.g. CSC)
• Bilingual (verbal and written) in French and English
• Familiarity with ATON, Dataphile, Fundserv, CDS, Arrow and DTCC

Expertise You Will Bring:

• You are an effective team player and are also able to work independently.
• You have strong written and verbal communication.
• You have an eye for detail and strong time management skills.
• You are passionate about delivering quality customer service, striving to exceed customers' expectations.
• You work independently in a fast-paced environment.

Employment with Fidelity will be conditional upon the successful candidate having received a COVID-19 vaccine series approved by Health Canada, at least 14 days prior to their start date. This requirement is subject to exemptions pursuant to human rights legislation in your province of employment.

All Internal Applicants

Internal (Fidelity Canada) applicants should submit their application by Nov 21st, 2022.

Review the Position Yourself Program on inSite before applying.

Fixed Term Contractors

Ensure you attach a copy of the completed PYP-FTC Form with your application.