Analyst, Entitlements

2 weeks ago

Toronto, Ontario, Canada Questrade Financial Group Full time
Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure.

We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.

This is a place where you can explore, discover and learn with continuous growth.

As a diverse and inclusive place to work, there are flexible working arrangements so you can unleash your creativity and curiosity with no limits.

If you share the same sense of infinite possibility, come shape your future at Questrade.

What's in it for you as an employee of QFG?

  • Health & wellbeing resources and programs
  • Paid personal, and sick days for worklife balance
  • Competitive compensation and benefits packages
  • Hybrid and flexible work arrangements
  • Career growth and development opportunities
  • Opportunities to contribute to community causes
  • Work with diverse team members in an inclusive and collaborative environment
We're looking for our next Analyst, Entitlements. Could It Be You?

The purpose of the Analyst, Entitlements is to mitigate financial, regulatory and reputational risks by ensuring the SLA and regulatory compliance of third-party clearing operations services and in-house processes.

They work collaboratively to foster productive and positive relationships for the benefit of Questrade's clients and overall business operations.

What's it like working as Analyst, Entitlements at Questrade?

The Analyst, Entitlements processes dividend and interest payment to clients' accounts, review event bulletins, update event folders, charge appropriate amount of withholding tax if applicable, reconcile internal control accounts and resolve any break that may occur.

The Analyst, Entitlements is responsible for supervising the daily activities within Questrade's Clearing Operations team.

The position monitors, audits and measures in-house processes and third-party services against SLA's and regulatory obligations, then reports on the results.

They act as the first and primary point of contact for outsourced back-office staff.

They foster positive and productive relationships internally and with third parties, and they work collaboratively with all parties to effectively resolve issues.

Need more details? Keep reading

  • Review and ensure dividends payments (cash, stock, rights and warrants) are paid correctly
  • Review and ensure dividend reinvestments are made correctly. Ensure shares are purchased and sold on time
  • Process entitlement events and charge relevant withholding taxes such as QI withholding, 871(m), 1446(a) and (f)
  • Review and process stock dividend events stock dividend, spinoff, and return on capital events. Review and provide tax information on these events
  • Researching and investigating outstanding items
  • Communicate with depositories, transfer agents and the companies on distribution and allocation information
  • Provide additional event information to other departments at Questrade, i.e. ATG, Credit & Risk, Trading, and Stock Loan
  • Book cheques for dividends, distribution or return on capital paid on physical positions
  • Other tasks, as assigned
So are YOU our next Analyst, Entitlements? You are, if you have

  • 12 years of relevant work experience, in the financial services industry
  • Postsecondary degree/diploma in related field or equivalent experience
  • Experience working in a clearing operation or back office department
  • Sound knowledge in one or more clearing operations functional areas is an asset
  • An understanding of regulatory requirements
  • Excellent communication skills
  • Strong attention to detail
  • Working knowledge with Excel/Google Sheets
  • Interest in working with numbers is preferred
  • Analytical and reconciliation skills and experience is an asset
  • Experience using Broadridge system is preferred
  • Knowledge in Google Suite, Google Apps Script, Microsoft macros, SQL and Python an asset
Additional kudos if you have

  • CSI course completion, including CSC, CPH exam is an asset
LI-MB1 #LI-Hybrid
Sounds like you? Click below to apply


At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment.

This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but fo

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