Job Description
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.
Who We Are:
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 expertly
Your Opportunity:
Fidelity Clearing Canada (FCC), founded in Toronto in 2009, provides Canadian registered brokerage firms and portfolio managers with trade execution, clearing, custody and back-office support.
The Tax Reporting teams at FCC manage all aspects of tax reporting for our clients, including CDN plan/nonplan/estate reporting, QI obligations, US reporting, and FATCA/CRS obligations & reporting.
The teams have 3 main areas of focus:
- Plan/Estate reporting
- Non Plan reporting
- QI/FATCA/CRS obligations & reporting
We are seeking an experienced People Manager to lead our plan/estate reporting and non-plan reporting functions. This vital role requires a subject matter expert who can ensure efficiency and accuracy in their area of expertise, while fostering a collaborative environment with other groups. The successful candidate will be instrumental in enhancing the client experience and ensuring adherence to regulatory compliance.
What You Will Do:
People Management:
- Engage employees in setting clear and measurable goals that drive business success.
- Provide coaching and feedback to enhance individual and team performance.
- Ensure employees understand Fidelity's values, policies, and procedures.
- Facilitate training for the team to develop necessary skills and knowledge.
- Ensure team completes all regulatory and risk management obligations.
- Ensure a continuous learning and improvement mindset on the team.
Business Planning:
- Contribute to business planning and resource allocation for the team.
- Provide subject matter expertise and lead projects.
Building Relationships:
- Collaborate with other Operations, Service and Product managers, and senior management to resolve issues and improve processes.
- Work with key business partners on projects and initiatives.
- Partner with external business entities, such as 3rd party vendors and custodians, to communicate and address issues.
Customer Service:
- Serve as a role model for delivering an excellent customer experience
- Promote teamwork and collaboration, seeking ways to streamline processes.
- Address customer needs by involving the appropriate resources at the right time.
- Understand team and client needs, proactively identify areas of potential issue, and resolve.
- Monitor key performance indicators daily to address factors affecting the customer experience.
- Oversee interactions between associates and customers to ensure accuracy and quality of service delivery.
Compliance and Risk Framework
- Maintain satisfactory internal and external Audit/Regulatory/Risk Ratings and Reviews
- Ensure all reporting is completed accurately on or before regulatory deadlines
- Stay current with regulatory environment governing tax responsibilities
- Identify issues and risks (financial & regulatory)
- Ensure all internal and external tax accounts are reconciled
What We’re Looking For:
- 3 years of experience in operations within the financial services industry, preferably within brokerage or correspondent clearing business.
- 2 years of experience in coaching, training, mentoring, or leading people; experience in a people management role is preferred
- Completion of a post-secondary education or equivalent work experience.
- Tax-related courses and CPA qualification are an asset.
- Industry courses such as CSC, tax courses, etc., are an asset.
What You Bring to the Table:
- Excellent knowledge of Canadian or US tax reporting / filing processes
- Working knowledge of income processing, reorg, registered plans & estate settlement processing
- Strong customer service and collaboration skills
- Strong written and verbal communication skills
- Ability to build key partnerships and effective teams; proven leadership qualities.
- Effectively managing multiple competing priorities
- Strong coaching and management skills
- The ability to set goals and track completion
- Strong analytical and problem-solving abilities to address complex tax issues
- Commitment to continuous learning and professional development
- Excellent data analytical skills, and strong attention to detail
- A continuous improvement mindset
Fidelity Benefits and Perks!
- Competitive total compensation package
- Opportunity to participate in Fidelity profit-sharing program
- Company contributes into your RRSP, without a matching requirement from you
- Health benefits and coverage, with no requirement for employee paid premiums, including up to $5000 for therapy
- Health Care Spending Account
- TELUS Health Virtual Care app
- Health and Fitness Reimbursement
- Up to $650 for home office equipment
- Generous time off policy
- 2 paid days annually to volunteer
- Access to over 11,000 training and development courses
- Tuition reimbursement
- Monetary awards for completing a required designation
- Annual dues reimbursement for professional designations
- Pregnancy/Parental/Adoption Leave - Fidelity will top-up to 100% of your salary for a period of 25 weeks
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
FidelityCanadaStaffing@fidelity.ca
.
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 Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young People
- Great Place To Work® Certified
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 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