Team Manager - Account Transfers

Fidelity International; Toronto; Hybrid; CAD 70,000 - 100,000; Full time

Benefits offered by this job

RRSP contribution

Job summary

Fidelity Canada is seeking a Team Manager for the Accounts Transfers group to oversee daily operations and ensure service levels while managing risk and compliance. The role is flexible hybrid, located in Toronto at 483 Bay Street and transitioning to Mississauga (3 Robert Speck Parkway) through late 2026.

The ideal candidate has 3+ years in financial services or operations, strong communication and leadership skills, and a degree.

Qualifications

• 3+ years in Financial Services or 3–4 years progressive experience in operations or customer service within brokerage or financial services.
• Strong written and verbal communication; customer service orientation.
• Experience coaching, training, mentoring and leading people.

Responsibilities

• Oversee daily departmental activities, ensure policy adherence, and manage risks.
• Lead compliance and risk controls; participate in audits and issue resolutions.
• Coach and develop staff; provide feedback and training.
• Contribute to business and resource planning; support onboarding and stakeholder experience.
• Collaborate with Operations Managers and external partners to pursue improvement opportunities.

Skills

Customer service orientation

Communication skills

Team management

Relationship building

Regulatory and risk awareness

Coaching and mentoring

Learning and teaching on systems

Education

University Degree or equivalent

Canadian Securities Course (asset)

Bilingual in French (asset)

Job description

Overview

Subject: Team Manager, Accounts Transfers – Flexible hybrid in‑office at 483 Bay Street, Toronto (until late2026) transitioning to 3Robert Speck Parkway, Mississauga. Current work authorization required. The role manages the day‑to‑day operations of the Accounts Transfers team, ensuring processing volumes and Service Level Opportunities (SLO) are met while protecting Fidelity’s brand through compliance and risk management.

Responsibilities

1. Operations management: daily review of departmental activities, ensuring adherence to policies, exceeding client needs, mitigating risks and providing oversight, problem resolution, training, analysis, and reporting.
2. Compliance and risk management: develop supervisory procedures to strengthen regulatory and risk controls, participate in audit engagements, identify and resolve or escalates financial and regulatory risks.
3. People management: coach and provide feedback, clarify values and procedures, facilitate training, ensure employees have necessary tools and support.
4. Business and resource planning: contribute to planning, lead corporate and divisional projects, support client onboarding, and ensure a positive experience for all stakeholders.
5. Relationship management: collaborate with Operations Team Managers, senior management, and external partners such as vendors and custodians; pursue continuous improvement opportunities.

Qualifications & Expertise

• Strong customer service orientation and excellent written and verbal communication skills.
• Organized self‑starter with ability to manage a team and complex tasks.
• Proven experience in building and managing relationships with customers and team members.
• Effective management skills, including motivation, coaching, and performance enhancement.
• Ability to learn and teach on systems and products quickly and gain an understanding of FCC’s product offerings.
• 3+ years in Financial Services or 3–4 years progressive experience in operations or customer service within the brokerage or financial services industry.
• Experience coaching, training, mentoring, and leading people (asset).
• University Degree or equivalent work experience.
• Completion of Canadian Securities Course considered an asset.
• Bilingual in French considered an asset.

Total Rewards

• Base Salary and discretionary performance bonus: $70,000 – $100,000 annually, based on experience.
• RRSP contribution: invests in your future after 6 months of employment; no employee matching required.

Equal Opportunity Statement

Fidelity Canada is an equal opportunity employer. We consider all qualified applicants for employment based on race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veteran status, Aboriginal/Native American status or any other legally protected ground. Accommodation during the application process is available on request – please contact [e-mail].

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