New Accounts Administrator

Fidelity International; Mississauga; On-site; CAD 36,000 - 41,000; Full time

Benefits offered by this job

Flexible hybrid schedule

Job summary

Fidelity Canada is seeking a capable professional to join the New Accounts team. You will open and review new accounts in the Dataphile environment, handle a range of client maintenance tasks, and ensure documents meet regulatory and internal standards.

You will communicate clearly with clients to resolve deficiencies and deliver an effortless experience. The role requires 1–2 years in financial services, familiarity with various account types, strong MS Excel skills, and bilingual

Qualifications

• Post-secondary education or equivalent work experience.
• 1–2 years’ experience in financial services.
• Familiarity with account types: non-registered and registered (RRSPs, TFSAs, RESPs).
• Completion of, or enrolment in, a financial services program (e.g. CSC).
• Bilingual in French and English.

Responsibilities

• Open and review new accounts in Dataphile in a timely manner.
• Support a broad range of account lifecycle and client maintenance activities.
• Provide clear instructions to clients to address deficiencies.
• Ensure documents are compliant with internal and regulatory requirements.

Skills

Analytical skills

Risk awareness

Team player

Education

Post-secondary education or equivalent work experience

Tools

MS Excel

Brokerage industry knowledge

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
• 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.

Equal Opportunity Statement

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
• 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. 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] Fidelity respects the privacy of your information. Click for a detailed data protection and privacy statement.