Registered Products Administrator

Fidelity Canada; Toronto; Hybrid; CAD 55,000 - 75,000; Full time

Job summary

Fidelity Canada is seeking a Registered Products Administrator in Toronto. In this role, you will manage RESP withdrawals and coordinate grant files, contributing to critical financial services in a hybrid work environment. We're looking for candidates with a background in financial services, strong attention to detail, and excellent Excel skills.

Qualifications

• Minimum of 1-2 years’ experience in the financial services industry.
• Familiarity with account types such as Non-Registered Accounts and Registered Accounts.

Responsibilities

• Processes all RESP withdrawals and transfer requests.
• Coordinates ESDC monthly in/out grant files.
• Reconciles monthly RESP grant payments with our system.

Skills

Attention to detail

Strong written and verbal communication

Time management

Customer service

Teamwork

Education

Post-secondary education or equivalent work experience

Tools

MS Excel

Job description

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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 our company and the niche market of clearing, custodial, and trade execution services.

The 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

Education, Experience

What We Are Looking For

• Post-secondary education completed or equivalent work experience
• Minimum of 1-2 years’ experience in the financial services industry
• Familiarity with account types such as Non-Registered Accounts (Cash, Margin, Joint) and Registered Accounts (RRSPs, TFSAs, RESPs)
• Excellent MS Excel skills

The following are assets

• Knowledge of or experience in the brokerage industry
• Completion of or enrollment in a financial services industry program (e.g., CSC)
• Bilingual in French and English

Expertise You Will Bring

• Effective team player and capable of working independently
• Strong written and verbal communication skills
• Attention to detail and good time management
• Passion for delivering quality customer service
• Ability to work independently in a fast-paced environment

Fidelity Canada is an equal opportunity employer

We are committed to fostering a diverse and inclusive workplace. All qualified applicants will be considered regardless of race, color, religion, sex, sexual orientation, gender identity, or other protected grounds.

Accommodation during the application process

We welcome applications from people with disabilities. Accommodations are available upon request. Please email [e-mail] if needed.

No telephone inquiries or agencies, please. Only those selected for an interview will be contacted.