New Accounts Administrator

Fidelity Canada; Mississauga; Hybrid; CAD 36,000 - 41,000; Part time

Job summary

Fidelity Canada is seeking a New Accounts specialist to open and review new accounts in the Dataphile environment, supporting the account lifecycle and client maintenance with strong analytical skills. This is a contracted hybrid role based in Toronto, moving to Mississauga in 2026, ending December 31, 2026.

The ideal candidate has 1–2 years in financial services and strong MS Excel skills, with a focus on risk awareness and accurate, timely processing.

Qualifications

• Post-secondary education or equivalent work experience.
• 1–2 years’ experience in the financial services industry.
• Familiar with account types (Non-Registered and Registered accounts like RRSPs, TFSAs, RESPs).
• Strong MS Excel skills.

Responsibilities

• Open and review new accounts in the Dataphile environment.
• Support a broad range of account lifecycle and client maintenance tasks.
• Ensure documents comply with internal and regulatory requirements.
• Provide clear instructions to clients to resolve deficiencies.

Skills

Analytical skills

Risk awareness

Written communication

Verbal communication

Attention to detail

Time management

Customer service oriented

Education

Post-secondary education or equivalent

Tools

MS Excel

Job description

Job Description

• You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement
• 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
• Current work authorization for Canada is required for all openings
• Please note This is a CONTRACT opportunity ending on December 31, 2026

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 https://clearingcanada.fidelity.com/

What You Will Do

The New Accounts team is responsible for opening and reviewing new accounts into Dataphile environment in a timely manner. You will be responsible in supporting a broad range of account lifecycle and client maintenance activities. This role requires strong analytical skills, risk awareness, and the ability to manage both routine and complex account updates across multiple systems ensuring documents are in good order adhering to internal and regulatory industry requirements. Providing clear instructions to our clients regarding any deficiencies to ensure an Effortless Experience.

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)
• Strong 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

Expertise You Will Bring

• You are an effective team player and are also able to work independently
• You have strong written and verbal communicator
• 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

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 $26.00 to $30.00, 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. 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.

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].

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
• 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