Fidelity Canada Registered Products Role (Ontario)

Fidelity Canada Registered Products Role (Ontario)

24 Aug
|
Fil
|
Ontario

24 Aug

Fil

Ontario

Join Fidelity Canada as a Registered Products Administrator, focusing on financial services while operating in a hybrid capacity from Toronto. This role will enhance your understanding of custodial and trade execution processes.

The Registered Products team handles crucial transactions involving RESP, RRSP, and TFSA accounts, requiring meticulous attention to detail. Candidates should have at least 1-2 years of experience in financial services and proficiency in MS Excel to successful manage grant reconciliations and account setups.

Key Responsibilities:
• Manage RESP withdrawals and request processing
• Generate and coordinate ESDC grant files monthly
• Reconcile RESP grant payments with internal systems




• Set up RRIF/LIF payments and manage recurring events
• Oversee RRSP to RRIF rollovers and pension administration

Requirements:
• Completed post-secondary education or equivalent experience
• Minimum of 1-2 years’ experience in financial services
• Understanding of various account types in finance
• Proficient in Microsoft Excel
• Robust interpersonal and time management skills

Grow your career with Fidelity Canada, supporting essential financial transactions in a collaborative environment.
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📌 Fidelity Canada Registered Products Role (Ontario)
🏢 Fil
📍 Ontario

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