Spécialiste bilingue, Contrôle des opérations / Operations Controls Specialist Bilingual

Fidelity International; Toronto; Remote; CAD 60,000 - 80,000; Full time

Job summary

Fidelity International seeks a Bilingual Operations Controls Specialist in Toronto. This full-time, remote role involves ensuring compliance with regulations, supporting Client Services, and developing operational policies. Candidates must have a strong background in mutual fund operations, bilingual communication, and teamwork skills.

Benefits

Flexible working arrangements

Competitive total compensation

Comprehensive health benefits

Parental leave top-up

Home office equipment allowance

Generous time off policy

Diversity and inclusion programs

Professional development opportunities

Qualifications

• Minimum 2 years of experience in a mutual fund operations role.
• Bilingualism in English / French is required.
• Experience with inbound/outbound communications.

Responsibilities

• Responsible for operational compliance standards, monitoring CS activities.
• Provide collaborative support between Client Services, Compliance, Risk, and Audit.
• Implement new policies and update existing policies/procedures.

Skills

Advanced communication skills

Analytical and problem-solving skills

Team player

Knowledge of regulatory practices

Project management skills

Education

Post-secondary degree or equivalent work experience

Job description

Apply locations Toronto Office Montreal Office time type Full time posted on Posted 2 Days Ago job requisition id J58116

Job Description

À noter :

The incumbent of this role is required to review and process documents in both official languages (French and English) to meet our industry regulatory obligations. It is required that they demonstrate advanced communication skills in both languages.

Please note :

Current work authorization for Canada is required for all openings.

This is a regular, full-time role.

You will be working on a 100% remote schedule as part of Fidelity’s dynamic working arrangement.

Bilingualism in English / French, both verbal and written, is required.

Who We Are

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 - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

How You’ll Make an Impact

The Operations Controls Specialist Bilingual is responsible for partnering with the Manager, Operations Control and Operations Control Lead to advance the execution of operational compliance standards including monitoring and oversight of CS activities, fulfillment of regulatory reporting requirements, and to liaise with Compliance on regulatory matters.

What You Will Do

Provides collaborative support between Client Services (CS), Compliance, Risk and Audit on operational matters, related to Transfer Agency operations and compliance reporting, including National Instrument (NI) 81-102, Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standards (CRS), Anti-Money Laundering / Anti-Terrorist Financing (AML / ATF) monitoring, and Privacy Breach and Fraud management and prevention.

Work with divisional partners to ensure the timely handling of outbound electronic payments such as Wire payments, Electronic Funds Transfers, Fundserv A$M. and internal bank account transfers.

Works with CS and IS to assist in applying the operational aspects of legislation and regulatory changes.

Proactively develops business requirement documents, and participates in projects to implement these changes to the TA system.

2) Policy Implementation

Works with Operations Control management to implement new policies and update existing policies / procedures to comply with new or changing regulations as directed.

Provide training and communication recommendations for the CS Division as appropriate (i.e. scripting divisional communications).

3) Monitoring Program

In collaboration with Operations Controls Management, maintain a Client Services monitoring program in support of divisional compliance reporting obligations.

Assesses business activities on an ongoing basis that require monitoring, determining appropriate methodologies for execution of monitoring to Fidelity standards, and fulfills reporting requirements to CS Management and or Compliance within pre-established timelines.

4) Projects

Participates in Client Services on regulatory projects initiated by Compliance / other CS or organizational initiatives as a subject matter expert.

What We're Looking For

Minimum 2 years of experience in a mutual fund operations role, with a strong understanding of regulatory practices.

Post-secondary degree or equivalent work experience.

Bilingualism in English / French is required.

Proven ability to work participate in cross-departmental, cross divisional, and industry-related working groups.

Experience with inbound / outbound communications, including email and phone.

CSC / IFIC certification is an asset.

The Expertise You Bring

Excellent verbal and written communication skills

Excellent analytical and problem-solving skills.

Strong knowledge of the mutual fund industry, specifically of Transfer Agent Operations, registered products, locked in products and awareness of mutual fund legislation including NI 81-102, AML, Privacy, FATCA and CRS.

A team player who can work well under pressure and in a fast-paced environment.

Strong project management skills, working with numerous stakeholders.

Some of the ways we’ll help you feel valued and supported as part of our team :

Flexible working arrangements.

Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you.

Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, which include up to $5000 annually for mental health services and therapy.

Parental leave top-up to 100% of your salary for a period of 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, including an active network of Employee Resource Groups

Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation.

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.

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 [emailprotected] .

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 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