Registered Products Administrator

Fidelity Canada; Toronto; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

Join a leading financial services company in Toronto as a Registered Products Administrator. In this hybrid role, you’ll be instrumental in processing RESP withdrawals, coordinating grants, and ensuring compliance within the financial industry. If you have a detail-oriented mindset and strong Excel skills, this opportunity offers you a chance to thrive in a dynamic team environment focused on customer service excellence.

Qualifications

• Minimum of 1 - 2 years’ experience in the financial services industry.
• Familiarity with various account types.
• Bilingual in French and English is an asset.

Responsibilities

• Processes all RESP withdrawals and transfer requests.
• Coordinates timing and generation of ESDC monthly in/out grant files.
• Reconciles monthly RESP grant payment from ESDC.

Skills

MS Excel

Customer Service

Detail-Oriented

Time Management

Team Collaboration

Verbal Communication

Written Communication

Education

Post-secondary education

Job description

Job Description

Current work authorization for Canada is required for all openings.

You will be working on a Hybrid office schedule as part of Fidelity’s dynamic working arrangement

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 Registered Products Administrator will have the opportunity to learn about not only our company, but also the niche market of clearing, custodial and trade execution services.

The Registered Products team is responsible for settlements with our Trustee, RSP and TFSA contributions/deregistrations, RESP administration, RRIF/LIF payment setup/recurring events, RRSP to RRIF rollovers, and Pension plan unlocking/administration.

• Processes all RESP withdrawals and transfer requests
• Coordinates the timing and generation of ESDC monthly in/out grant files.
• Reconciles monthly RESP grant payment from ESDC with our system

What We Are Looking For:

Education, Experience:

• Post-secondary education completed or equivalent work experience
• Minimum of 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).
• Excellent 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.

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
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young People

• Great Place To Work Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today's Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

• LinkedIn Top Companies in Canada

• Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o 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