Plan Specialist Processing

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 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.

• The position is available in Toronto.
• Please note that this role has multiple openings.
• Please note all roles require working rotating shifts - Monday through Friday between 8:30 am and 8 pm EST for our RDSP (registered disability savings plan) Processing team.

How You'll Make an Impact:

Position Overview

The Plan Specialist is responsible for providing operational guidance and direction to all levels within the organization for specific registered plan (RDSP) and operational services that are complex in nature. The Plan Specialist will help the business units to interpret regulation balanced with practical application. This will ensure sound business decisions are made which help us to reduce risk while maintaining service excellence and ensuring client needs are met. The goal is to ensure alignment across the industry, departments and compliance with internal processes and regulatory requirements. As such, the specialist will liaise with internal and external auditors. The Plan Specialist will also actively participate as a subject matter expert and provide expert business knowledge for new technology and automation initiatives, supporting the relevant decision-making processes to execute established business solutions.

Key Accountabilities

• Use industry and regulatory expertise to act as the subject matter expert within the organization with the goal of alignment and compliance across departments.
• Manage operational audits related to RDSP plan.
• Proactively kick off and/or support continuous improvement initiatives to strengthen the administration of RDSP plan.
• Contribute to the success of the RDSP processing teams though support of daily operations.

What We Are Looking For:

Experience

• Expert knowledge in the Registered Disability Savings Plan (RDSP) and ability to stay abreast of requirements and changes on area of expertise.
• ·More than 3 years related work experience in the mutual fund or financial services industry.
• Experience participating in industry and/or project working groups.
• Experience with continuous improvement and change management
• In-depth knowledge of processing RDSP and industry policies and procedures related to the administration and transaction execution of registered plan (RDSP).
• In-depth knowledge of MS Office Suite, Salesforce and relevant in-house applications (NEXUS, CONX, etc).

Education:

• Completion of a College degree or equivalent work experience.

Designations, Licenses, or Accreditations

• Completion of IFIC or CSC is preferred.

This is the right opportunity for you if you:

• Strong analytical, problem-solving, decision-making and organizational skills.
• Excellent interpersonal and communication skills, verbal and written.
• Effective presentation skills.
• Strong customer service orientation.
• Motivated and proactive.
• Maintain composure and tenacity in a fast-paced, deadline-oriented environment.
• Ability to work equally well independently and as part of a team.
• Like staying ahead of trends.
• Enjoy being part of a community.
• Enjoy finding better ways to do things.
• Are an Excel superuser with the ability to use other analytics, databases and statistical tools.
• Like seeing the impact of your work immediately.
• Delight in monitoring and recommending a course of action.
• Like working as much with the team as well as autonomously.
• Focus on the big picture –from observing trends to recommending a course of action to drafting the response to seeing the outcome.
• Know when to take initiative and when to ask for clarification or help
• Understand why practices and procedures exist and can explain to others how to navigate them
• Can build rapport and credibility with all stakeholders including business leaders at all levels.

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

• Flexible working arrangements - 100% remote, hybrid, and in office options
• 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, that 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

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 Benefit Program 
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