Job Description
You will be working on a flexible hybrid

The work location for this role is 483 Bay Street in Toronto until approximately late 2026, when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

Current work authorization for Canada is required for all openings.

About Us
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 https://clearing.fidelity.ca/

Your Opportunity
The Operations Tax team is responsible for managing all aspects of Fidelity Clearing Canada’s tax operations, including reporting and compliance. This includes the production and distribution of tax slips to clients, as well as interaction with tax authorities for withholding tax remittance, reconciliations, and audits. The team maintains direct engagement with FCC clients on tax-related matters. The roles within the team are responsible for ensuring that Fidelity's brand and reputation are protected by adhering to Fidelity's compliance and risk framework.

This role collaborates with internal stakeholders to drive efficient, accurate, and client-focused processes that meet regulatory requirements. Additional responsibilities include contributing to documentation updates, participating in projects, and supporting other initiatives as assigned.

What You Will Do
The Operations Tax team is responsible for:

Tax Reporting - Canada & US

Manage, oversee and ensure accurate completion of all Canadian and US tax reporting.

Manage all client critical year-end processes for accuracy.

Canadian tax reporting and delivery cycle function, including but not limited to the following: T5/R3, T3/R16, T5013/R15, T5008 NR4, T4RSP, T4RIF

US tax reporting and delivery cycle function, including but not limited to the following: 1099INT, DIV and B, 1042S, form 1042 and 945

Contribution Receipts

Estate Receipts

FATCA/QI/CRS Reporting - US & Global

Manage FATCA/CRS reporting for all FCC’s clients

Manage all QI obligations for FCC as a withholding QI

Compliance and Regulatory Environment





Document review as needed (QI, NR, RC forms)

Maintenance of satisfactory internal and external Audit/Regulatory/Risk Ratings and Reviews

Ensure all reporting is completed on or before regulatory deadlines

Stay current with regulatory setting governing tax responsibilities

Accountable for identifying issues and risks (financial & regulatory)

Ensure all internal and external tax accounts are reconciled

Customer Service

Be a role model for our employees for delivering stellar quality customer service interactions to our internal and external customers to exceed their expectations and create a positive experience

Provides backup as needed for the other areas as needed

Liaise with other internal groups to ensure efficient and accurate processes that make the most sense from a client and regulatory aspect

Involved with documentation review/update, projects and other tasks

What We Are Looking For

1 - 2 years of operational experience

Knowledge of Canadian and/or US reporting & filing processes, an asset

Knowledge of QI/FATCA/CRS obligations/filing processes, an asset

Work within the brokerage industry or a clearing firm, an asset

University Degree completed, or equivalent work experience, an asset

Tax related courses and CMA, an asset

Industry courses such as CSC, CMH, CPA, offered by the CSI, etc., an asset

What You Bring

Excellent problem-solving skills

Excellent communication skills, written and oral

Proficiency with Microsoft Excel

Accurate and detailed oriented

Knowledge of Broadridge's Dataphile platform, an asset

Excellent customer service orientation

Ability to work independently, manage competing priorities effectively

Total Rewards That Reflect Your Impact
We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well-being tomorrow.

For this role,



your total rewards include:

Base Salary and Discretionary Performance Bonus : A competitive annual range of $65,000 to $80,000 , based on your experience and qualifications.

RRSP Contribution : After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.

We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference.

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.

Why Work at Fidelity?
We are proud to be recipients of the following:
Awards

Canada’s Top 100 Employers

Greater Toronto's Top Employers

Canada's Top Family-Friendly Employers

Canada's Top Employers for Young People

Great Place To Work Certified

Best Workplaces for Inclusion

Best Workplaces for Mental Wellness

Best Workplaces for Today's Youth

Best Workplaces for Women

Best Workplaces in Financial Services & Insurance

Best Workplaces in Ontario

Best Workplaces with Most Trusted Executive Teams

LinkedIn Top Companies in Canada
Human Resource Director (HRD) - Best Place To Work

HRD - 5-Star Benefit Program

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

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📌 Operations Tax Specialist (Ontario)
🏢 Fil
📍 Ontario