Strategic Account Associate

Location: Flexible hybrid schedule in Toronto at 483 Bay Street until approximately late 2026, then at the new Mississauga office at 3 Robert Speck Parkway. Current work authorization for Canada is required.

Total annual cash compensation, including base salary and target performance bonus: $99,000–$129,000 CAD.

Company

Fidelity Clearing Canada provides trade execution, clearing, custody, and back-office support services to Canadian brokerage firms and the Canadian brokerage arms of U.S.-based firms.

What you will do

• Manage relationships with smaller-firm clients and act as the primary contact for complex problems, escalations, and exception handling.
• Coordinate with Service Delivery, Client Support, operational and product managers, and other FCC departments to resolve issues and meet client expectations.
• Identify, recommend, and implement client service, product, and process improvements, and track delivered value through time savings, cost savings, and client experience improvements.
• Advocate for clients internally, provide input to senior stakeholders, and support improvements to client experience and CES/NPS.
• Recognize client training and knowledge-gap opportunities and coordinate them with the Strategic Account Manager and internal partners.
• Oversee client custom work orders, use data to provide management insights, and facilitate Statements of Work for billable activities.

Requirements

• At least 3 years of experience in a client service or operations role within the financial services industry, preferably brokerage.
• Solid understanding of the brokerage and discretionary investment management industries.
• Current work authorization for Canada.
• University degree in Business, Commerce, or Finance; Science or Engineering is also acceptable with relevant financial services experience, or equivalent work experience.
• Strong knowledge of FCC Operations and the ability to learn and teach systems and products quickly.
• Ability to manage multiple complex tasks, prioritize based on client needs, analyze information, evaluate alternative solutions, and make decisions.
• Strong customer service, negotiation, partnership, communication, and relationship-building skills, with the ability to navigate difficult situations.
• Excellent computer skills, including proficiency with Microsoft Office, Excel, and Salesforce reporting.
• Flexible, organized, self-starting, highly motivated, detail-oriented, calm, courteous, and professional approach.

Nice to have

• Canadian Securities Course.
• Bilingualism in English and French.

Culture & Benefits

• Flexible working arrangements based on role requirements.
• Competitive total compensation with discretionary performance bonus and company RRSP contributions after six months, without employee matching.
• Health benefits from the first day, including 100% employer-paid premiums and up to $6,000 annually for mental health services and therapy.
• Parental leave top-up to 100% of salary for 25 weeks, generous time off, and two paid volunteer days annually.
• Up to $650 for home office equipment, professional development courses, tuition reimbursement, and rewards for completing a required designation.
• Diversity and inclusion programs, Employee Resource Groups, and a people-centric workplace.

Hiring process

• Applications may be supported by an AI-enabled LinkedIn Hiring Assistant and an AI screening tool.
• All hiring decisions are reviewed and finalized by recruiters.
• Accommodation is available on request during the application process.