Étudiante/Étudiant, Service des transferts, Opérations/Student, Transfer Agent Processing (Winter 2027)

Fidelity International; Montreal (administrative region); Hybrid; CAD 32,000 - 37,000; Full time

Job summary

Fidelity Canada recherche un(e) étudiant(e) pour le poste de Student, Transfer Agent Processing (TAP). Vous intégrerez une équipe de professionnels qui assurent un service bilingue (français/anglais) selon le choix des clients et contribuerez à des processus de traitement de comptes.

Ce poste est offert en mode hybride à Montréal et prévoit une formation solide en communication, prise de parole, réseautage et étiquette professionnelle.

Qualifications

• Étudiant(e) inscrit(e) dans un programme coop
• Maîtrise du français et de l’anglais à l’écrit et à l’oral
• Bon relationnel et écoute active
• Intérêt pour le secteur des services financiers

Responsibilities

• Participer au traitement et à l’acheminement des demandes de service
• Collaborer avec l’Analyste de projets Clients ou SME départemental pour des initiatives TAP/TAPS
• Identifier des opportunités d’ajouter de la valeur pour nos clients
• Contribuer à la documentation des flux de processus actuels du département

Skills

Bilingue FR/EN

Service client

Intérêt pour les services financiers

Coop universitaire

Education

Diplôme universitaire en cours (orientation business)

Job description

À propos de Fidelity

Le titulaire du poste est tenu de soutenir une équipe de professionnels qui communiquent directement avec les clients pour leur fournir des services dans la langue officielle de leur choix (français ou anglais). Chez Fidelity, nous aidons les investisseurs canadiens à prendre leur avenir financier en main depuis plus de 35 ans. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles et de services de placement fiables, et nous cherchons constamment de nouvelles façons de mieux servir nos clients. Alors que nous poursuivons notre expansion en tant que société privée, nous sommes résolument portés sur l’innovation dans tous nos domaines d’activité. Travailler chez nous veut dire faire partie d’un groupe diversifié de personnes motivées qui font une réelle différence dans la vie de nos clients et de nos collectivités chaque jour. Vous aurez de nombreuses occasions de t’épanouir et de faire progresser ta carrière dans un milieu inclusif où on reconnaît ta valeur et on te soutient, une place qui t’encourage à donner le meilleur de toi-même, tant sur le plan personnel que professionnel. Notre mandat : Fidelity t’offre la possibilité de bâtir une carrière, de poursuivre ton développement professionnel et d’explorer différentes voies de carrière au sein de l’entreprise. Les étudiantes et étudiants sont placés dans un domaine d’intérêt et sont soutenus par un mentor tout au long de leur parcours. Nous offrons à nos étudiantes et étudiants un vaste programme de formation pour les aider à améliorer leurs compétences en communication, prise de parole, réseautage, étiquette du monde des affaires et intelligence émotionnelle. Fidelity est fière de soutenir divers organismes sans but lucratif et offre aux étudiantes et étudiants la possibilité de faire du bénévolat pour s’engager dans leur collectivité. Vous avez beaucoup travaillé pour vous préparer à une brillante carrière. Quel que soit ton diplôme, ta place est chez Fidelity.

Student, Transfer Agent Processing (TAP)

The incumbent of this role is required to support a team of client-facing professionals who provide service in the language of the clients' choice (French or English). 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 we do

Fidelity offers you the chance to build a career, develop professionally and explore different career paths throughout the company. Students are placed into an area of interest and will be provided with a mentor to support them throughout their journey. We offer our students an extensive training program to help enhance skills in communication, public speaking, networking, business etiquette and emotional intelligence. Fidelity proudly supports various non-profit organizations and provides students with the opportunity to volunteer to make a difference in their community. You’ve worked hard to prepare yourself for a great career. No matter what your undergraduate degree is in, there is an opportunity for you at Fidelity.

How you’ll make an impact

• Support service distribution queues and transaction processing activities such as Account set up, non-financial requests and account features.
• Partner with the Client Services Project Analyst or departmental SME to implement key initiatives affecting the TAP or TAPS department.
• Identify opportunities to provide value added service to our clients.
• Assist with the documentation of current end to end process flows for the departments.

What we’re looking for

• Working towards a university degree ideally with a focus on business.
• Bilingual in French and English (written and verbal) is preferred.
• A keen interest in the financial services industry is an asset.
• Strong customer service focus with effective listening and interpersonal skills.
• You must be currently enrolled in a registered co‑op program to be considered for this position.
• You must also be available on a full‑time basis for the duration of the co‑op term.
• You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.

Competitive Pay for Specialized Talent

This contract role offers a flexible, hourly compensation model that reflects your expertise and the value you bring. The undergraduate hourly rate ranges from $23.00 to $27.00, 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. Current work authorization for Canada is required for all openings.

Why choose Fidelity?

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 ten years. 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.

Equality, diversity and inclusion

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 [e-mail].

Why Work at Fidelity?

We are proud to be recipients of the following:

• Canada’s Top 100 Employers
• Greater Toronto’s Top Employers
• Canada’s Top Family‑Friendly Employers
• Canada’s Top Employers for Young People
• Great Place To Work® Certified
• Best Workplaces for Inclusion
• Best Workplaces for Mental Wellness
• Best Workplaces for Today’s Youth
• Best Workplaces for Women
• Best Workplaces in Financial Services & Insurance
• Best Workplaces in Ontario
• Best Workplaces with Most Trusted Executive Teams
• LinkedIn Top Companies in Canada
• Human Resource Director (HRD) - Best Place To Work
• HRD - 5‑Star Benefit Program
• 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

About Us

Fidelity Canada has become an employer of choice for talented people seeking rewarding career opportunities in the financial services industry. We look to hire outstanding individuals who want to maximize their potential and be challenged in all aspects of their professional careers. To help our employees excel in their roles at Fidelity, we provide everyone here with the best training, resources and support possible throughout their careers. With our help, there’s no limit to what you can accomplish here. We’re excited you’re considering Fidelity for your career plans. The Search Jobs section is your online source for job opportunities at Fidelity. Using our site is simple – just take a few moments to create an online profile for your ideal job. Your profile is then automatically matched to open positions and you are notified via e‑mail each time a match is made. Or, if you prefer, you can search our list of jobs before registering with us.