French Job Description

- La personne occupant ce poste est tenue d’examiner et de traiter les documents dans les deux langues officielles (français et anglais) afin de satisfaire aux obligations réglementaires de notre secteur. Cette personne doit faire preuve de compétences avancées en communication dans les deux langues.
- Quiconque pose sa candidature doit avoir l’autorisation de travailler au Canada.
- Vous travaillerez selon un horaire hybride dans le cadre de la formule de travail dynamique de Fidelity.

English 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.

What You Will Do

- The Operations Representative Bilingual will be a valuable addition to FCC's Operations department. You will begin working in either the New Accounts, or Account Transfers team
- The New Accounts team is responsible for setting up new accounts into FCC's Dataphile environment in a timely manner. In addition, the role requires updates to Investor Maintenance which entails non-financial updates and also performing quality checks on new accounts that have been system generated and manually input. You will ensure documents are in good order, input/update client data and assist clients in the completion of forms, notifying them of any deficiencies. You will be responsible for completion of daily tasks and transactions while ensuring compliance with internal and industry regulatory requirements




- 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

What You Need

- Post‑secondary education or equivalent work experience
- You have between 1 - 2 years’ of experience in the financial services industry.
- Bilingual (verbal and written) in French and English
- 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)

Expertise You Will Bring

- You are an effective team player and are also able to work independently.
- You have robust written and verbal communication skills.
- 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.





Some of the ways we’ll help you feel valued and supported

- Flexible working arrangements that vary based on role requirements
- 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 $6000 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 are proud to be recipients of the following

- 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

Desi

📌 Représentant des opérations bilingue (Montreal)
🏢 Fidelity Canada
📍 Montreal