Operations Representative
1 day ago
Job Description
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
What You Will Do:
The Operations Representative - Accounts Transfers will be a valuable addition to FCC's Operations department.
You will begin working in the Account Transfers team:
- The _Account Transfers team_ is responsible for both the Transfer-ins of Assets into FCC but also for Transfer-outs of assets leaving our firm. You would become familiar with our electronic deliveries (ATON) and also our manual way of exchanging documents (non-ATON). As part of transfers, you will review forms, initiate transfers, follow-up with institutions on statuses while keeping our clients up to date
- Investigate the rejected transfers and communicate the issues to our clients for resolution
- Reconcile the Account Transfers control accounts daily.
What You Need:
- Post-secondary education or equivalent work experience
- You have between 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
- Familiarity with ATON, Dataphile, Fundserv, CDS, Arrow and DTCC
Expertise You Will Bring:
- You are an effective team player and are also able to work independently.
- You have strong written and verbal communication.
- 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.
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 (5th consecutive year) 2021
- Greater Toronto’s Top Employers (9th consecutive year) 2021
- Canada’s Top Family Friendly Employer (4th consecutive year) 2021
- Imagine Canada, Caring Company
- Canada’s Top Employer For Young People 2021
- National HR Awards - Best Corporate Social Responsibility Program Award, Venngo Healthy Workplaces Award
- Workplace Benefits Awards - Health and Wellness Program
- Canadian Compassionate Companies Award
Designations
- A Canadian Compassionate Company
- An Imagine Canada Caring Company
-
Operations Representative
6 months ago
Toronto, Canada Scotiabank Full timeRequisition ID: 196929 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Operations Representative, you will be responsible for processing, documenting, filing, and preparing packages relating to the operation of Registered Retirement Income Plans, Registered Education Savings, Tax Free Savings,...
-
Operations Representative
7 days ago
Toronto, Canada Scotiabank Full timeRequisition ID: 159609 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The **Operations Representative** contributes to the overall success of the Account Maintenance Financial Team in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s...
-
Lead Operations Representative
6 days ago
Toronto, Canada Bank of America Full timeBank of America is one of the world's largest financial institutions, serving individual consumers, small and middle market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk-management products and services. Following the acquisition of Merrill Lynch on January 1, 2009, Bank of America is...
-
Lead Operations Representative
1 day ago
Toronto, Canada Bank of America Full timeBank of America is one of the world's largest financial institutions, serving individual consumers, small and middle market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk-management products and services. Following the acquisition of Merrill Lynch on January 1, 2009, Bank of America is...
-
Lead Operations Representative
7 months ago
Toronto, Canada Bank of America Full timeAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates...
-
Operations Representative
1 week ago
Toronto, Canada Fidelity Investments Full timeJob Description - Job Description - Who We are: - Fidelity Investments is a world leader in mutual funds and ETF management. We pride ourselves in proprietary and disciplined research-driven investing. We offer a complete line of products and services to investors through a network of third-party brokers and financial advisors. Our primary goal is to support...
-
Toronto, Canada Dean Group Full time12 Investment Operations Representatives Due to GrowthType: Hybrid Model (1 day in the office)Location: Downtown TorontoContract roles with potential for permanent employmentNov 2024 - April 30th, 2025Salary: 25 per hourIndustry: Financial Services / ClearingThe Company and The Role:Our client, an expanding Investment firm with a rapidly growing clearing...
-
Toronto, Canada Dean Group Full time12 Investment Operations Representatives Due to GrowthType: Hybrid Model (1 day in the office)Location: Downtown TorontoContract roles with potential for permanent employmentNov 2024 - April 30th, 2025Salary: 25 per hourIndustry: Financial Services / ClearingThe Company and The Role:Our client, an expanding Investment firm with a rapidly growing clearing...
-
Head of Regulatory Affairs
1 month ago
Toronto, Canada Tether Operations Limited Full timeSince its inception in 2014 by pioneering Bitcoin enthusiasts, Tether has not only launched the first 'stablecoin', USD₮, but also expanded its horizons into Tether Data, Tether Power, Tether Edu, and more. Our platforms and tokens lead in liquidity, stability, and innovation, setting the foundation for the future. Tether is committed to the...
-
Operations Representative
7 months ago
Toronto, Canada Fidelity Investments Full timeJob Description Operations Representative - Settlements You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement. Current work authorization for Canada is required for all openings. At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and...
-
Old Toronto, Canada Tether Operations Limited Full timeJob OverviewWe are seeking an experienced Regulatory Affairs Strategist to lead our global regulatory strategy for Tether Evo, a cutting-edge neurotechnology business vertical.The ideal candidate will have a strong background in medical technology regulation, with expertise in neurotechnology and implantable devices (Class 2a and 2b or Class 3). They will be...
-
Ticket Operations Representative
2 months ago
Toronto, Canada Toronto Blue Jays Full time**Are you interested in joining the Toronto Blue Jays **Ticketing **Team? This is your chance.** **The Toronto Blue Jays are looking for **Ticket Operations Representatives**.** The Toronto Blue Jays Ticket Operations team is currently seeking energetic and enthusiastic individuals to assist ticket holders outside Rogers Centre gates using Blue Jays mobile...
-
Old Toronto, Canada Tether Operations Limited Full timeTether Operations Limited, a pioneer in stablecoins and innovative technologies, is seeking an exceptional Regulatory Affairs Expert to lead global regulatory strategies for our Tether Evo business vertical.About UsSince its inception in 2014, Tether has been at the forefront of innovation, launching the first 'stablecoin', USD₮, and expanding into various...
-
Lead Operations Representative
7 months ago
Toronto, Canada Bank of America Full timeAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates...
-
Field Operations and Sales Representative
3 days ago
Toronto, Canada Arelli Commercial Cleaning Full timeArelli Cleaning Inc. is a thriving commercial cleaning company that provides exceptional cleaning & disinfection services to businesses in the GTA area. As we embark on the next stage in our journey — expanding to new cities & areas, we are looking for a **Field Operations and Sales Representative** to join our journey to success. - **What is the...
-
Lead Operations Representative
1 week ago
Toronto, Canada Bank of America Full timeBank of America is one of the world's largest financial institutions, serving individual consumers, small and middle market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk-management products and services. Following the acquisition of Merrill Lynch on January 1, 2009, Bank of America is...
-
Toronto, Canada Dean Group Full time12 Investment Operations Representatives Due to GrowthType: Hybrid Model (1 day in the office)Location: Downtown TorontoContract roles with potential for permanent employmentNov 2024 - April 30th, 2025Salary: 25 per hourIndustry: Financial Services / ClearingThe Company and The Role:Our client, an expanding Investment firm with a rapidly growing clearing...
-
Toronto, Canada Dean Group Full time12 Investment Operations Representatives Due to GrowthType: Hybrid Model (1 day in the office)Location: Downtown TorontoContract roles with potential for permanent employmentNov 2024 - April 30th, 2025Salary: 25 per hourIndustry: Financial Services / ClearingThe Company and The Role:Our client, an expanding Investment firm with a rapidly growing clearing...
-
Toronto, Canada Dean Group Full time12 Investment Operations Representatives Due to GrowthType: Hybrid Model (1 day in the office)Location: Downtown TorontoContract roles with potential for permanent employmentNov 2024 - April 30th, 2025Salary: 25 per hourIndustry: Financial Services / ClearingThe Company and The Role:Our client, an expanding Investment firm with a rapidly growing clearing...
-
Toronto, Canada Dean Group Full time12 Investment Operations Representatives Due to Growth Type: Hybrid Model (1 day in the office) Location: Downtown Toronto Contract roles with potential for permanent employment Nov 2024 - April 30th, 2025 Salary: 25 per hour Industry: Financial Services / Clearing The Company and The Role: Our client, an expanding Investment firm with a rapidly growing...
