Plan Specialist Processing (RDSP)

Fidelity Canada; Toronto; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A financial services company in Toronto is seeking a Plan Specialist for its RDSP Processing team. The role involves operational guidance and support for the RDSP plan, requiring expert knowledge in related regulations and policies. Ideal candidates should have over 3 years of relevant experience and strong analytical skills. Flexible working arrangements and comprehensive benefits are offered.

Benefits

Flexible working arrangements

Competitive total compensation

Comprehensive health benefits

Parental leave top-up

Home office equipment allowance

Generous time off policy

Professional development opportunities

Qualifications

• More than 3 years of experience in the mutual fund or financial services industry.
• Experience with continuous improvement and change management.
• In-depth knowledge of policies and procedures related to processing RDSP.

Responsibilities

• Provide operational guidance and direction for the RDSP and related services.
• Manage operational audits related to the RDSP plan.
• Support daily operations of the RDSP processing teams.

Skills

Expert knowledge in the Registered Disability Savings Plan (RDSP)

Strong analytical skills

Excellent communication skills

MS Office Suite proficiency

Education

Completion of a College degree

Tools

Salesforce

NEXUS

CONX

Job description

Overview

Plan Specialist Processing (RDSP) – The position is available in Toronto. The role has multiple openings and requires working rotating shifts from Monday through Friday between 8:30 am and 8 pm EST for the RDSP Processing team. This role supports Fidelity Canada’s dynamic working arrangement and requires current work authorization for Canada.

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. As a privately owned company, we embrace innovation as we grow our business. You’ll be part of a diverse and dedicated group that makes a difference for clients and communities, with opportunities to grow in an inclusive environment.

What You’ll Do

How You’ll Make an Impact: The Plan Specialist provides operational guidance and direction for specific registered plan (RDSP) and related services that are complex in nature. You will help business units interpret regulation with practical application to reduce risk while delivering service excellence and meeting client needs. The goal is alignment across industry, departments and regulatory requirements, including liaison with internal and external auditors. You will also participate as a subject matter expert and provide knowledge for new technology and automation initiatives to support established business solutions.

Key Accountabilities

• Use industry and regulatory expertise to act as the subject matter expert to drive alignment and compliance across departments.
• Manage operational audits related to the RDSP plan.
• Proactively lead or support continuous improvement initiatives to strengthen the administration of the RDSP plan.
• Contribute to the success of the RDSP processing teams through support of daily operations.

What We Are Looking For

Experience

• Expert knowledge in the Registered Disability Savings Plan (RDSP) and ability to stay abreast of requirements and changes in this area.
• More than 3 years of related work experience in the mutual fund or financial services industry.
• Experience participating in industry and/or project working groups.
• Experience with continuous improvement and change management.
• In-depth knowledge of processing RDSP and relevant policies and procedures related to administration and transaction execution of RDSP.
• In-depth knowledge of MS Office Suite, Salesforce and relevant in-house applications (NEXUS, CONX, etc.).

Education

• Completion of a College degree or equivalent work experience.

Designations, Licenses, or Accreditations

• Completion of IFIC or CSC is preferred.

Candidate Characteristics

• Strong analytical, problem-solving, decision-making and organizational skills.
• Excellent interpersonal and communication skills, verbal and written.
• Effective presentation skills and strong customer service orientation.
• Motivated and proactive; able to maintain composure in a fast-paced environment.
• Ability to work independently and as part of a team; adapts to trends and changes.
• Excel superuser with proficiency in analytics, databases and statistical tools; ability to see immediate impact of work.
• Comfort with autonomous work and collaboration; focus on the big picture and actionable outcomes.
• Know when to take initiative and when to ask for clarification; can explain practices and procedures to others and build stakeholder rapport.

Benefits and How We Support You

• Flexible working arrangements – 100% remote, hybrid, and in-office options.
• Competitive total compensation, including company contributions to your group RRSP without a matching requirement.
• Comprehensive health benefits from day one, with 100% employer-paid premiums, including up to $5000 annually for mental health services.
• Parental leave top-up to 100% of salary for 25 weeks.
• Up to $650 for home office equipment.
• Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice.
• Diversity and inclusion programs and Employee Resource Groups.
• Extensive professional development opportunities, including access to 11,000+ training courses, tuition reimbursement, and designation rewards.

Fidelity Canada is an equal opportunity employer and is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants 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 is available on request for candidates taking part in the selection process. If you require an accommodation, please email [e-mail]. No telephone inquiries or agencies, please. Only those selected for an interview will be contacted.