Registered Products Administrator
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Registered Products Administrator (Finance): Managing complex registered account settlements and administrative tasks for a leading clearing broker with an accent on RESP withdrawals, grant reconciliation, and pension plan administration. Focus on ensuring accuracy in financial reporting and delivering high-quality service within a fast-paced, regulated environment.
Location: Must be based in the Greater Toronto Area (Hybrid role, currently in Toronto, moving to Mississauga in late 2026).
Salary: $26.00–$30.00 per hour.
Company
Fidelity Clearing Canada is a leading independent clearing broker and custodian providing trade execution, clearing, and back-office support services to the Canadian brokerage market.
What you will do
- Process RESP withdrawals and transfer requests.
- Coordinate the timing and generation of monthly ESDC grant files.
- Reconcile monthly RESP grant payments from ESDC with internal systems.
- Manage settlements for Trustee, RSP, and TFSA contributions and deregistrations.
- Handle RRIF/LIF payment setups and recurring events.
- Administer pension plan unlocking and related documentation.
Requirements
- Current Canadian Work Authorization is required.
- Post-secondary education or equivalent experience.
- 1–2 years of experience in the financial services industry.
- Familiarity with registered (RRSP, TFSA, RESP) and non-registered account types.
- Strong proficiency in MS Excel.
- Ability to work independently in a fast-paced environment.
Nice to have
- Knowledge of the brokerage industry.
- Completion of or enrollment in a financial services program (e.g., CSC).
- Bilingual proficiency in French and English.
Culture & Benefits
- Recognized as one of Canada's Top 100 Employers.
- Certified Great Place To Work with a focus on inclusion and mental wellness.
- Dynamic working policy supporting a hybrid environment.
- Commitment to diversity, equity, and inclusion.
- Opportunities for professional growth within a specialized financial niche.
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