New Accounts Administrator

fil; Mississauga; Hybrid; CAD 36,000 - 41,000; Full time

Job summary

Fidelity Canada is seeking a contract New Accounts support role to open and review new client accounts within the Dataphile environment. You will assist with a broad range of account lifecycle tasks and client maintenance while ensuring documents meet internal and regulatory requirements.

The ideal candidate has 1–2 years in financial services, strong Excel skills, and the ability to communicate effectively with clients and colleagues in a fast-paced setting.

Qualifications

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

Responsibilities

• Open and review new accounts into the Dataphile environment.
• Support a broad range of account lifecycle and client maintenance activities.
• Ensure documents are in good order and compliant with internal/regulatory requirements.
• Provide clear instructions to clients regarding deficiencies to ensure an effortless experience.

Skills

MS Excel

Bilingual (English & French)

Analytical skills

Risk awareness

Education

Post-secondary education or equivalent

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 .

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:

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 - Certi

This posting is for an existing vacancy within our organization.