Corporate Actions And Income Processing Specialist Sr

TL;DR

Corporate Actions And Income Processing Specialist Sr: Interpreting complex corporate action announcements and publishing accurate events for clients, with an accent on entitlement calculations, tax and legal documentation, and discrepancy research across depositories. Focus on reducing firm exposure, handling escalations, and delivering high-quality service while supporting audits, risk assessments, and process improvements.

Location: Toronto Office

Salary: $60,000 to $95,000 CAD annually

Company

Fidelity Clearing Canada provides execution, clearing, custody, and back-office support services for Canadian brokerage firms.

What you will do

• Interpret corporate action announcements and accurately publish them for clients.
• Assess client impact and prepare entitlement calculations prior to posting payment.
• Research and resolve discrepancies (e.g., across depositories) and adjust processing accordingly.
• Process physical certificate exchanges for privately held securities.
• Act as a subject matter expert on corporate actions and deliver customer service to internal and external stakeholders.
• Support projects (lead/member/SME), audits, risk assessments, and process reviews; follow and help strengthen controls and procedures.

Requirements

• Work authorization for Canada is required for all openings.
• More than 5 years of experience in the securities/brokerage industry, including at least 3 years in entitlements processing (tax and legal implications for clients).
• Extensive knowledge of financial transaction processing, settlements, or corporate actions/income.
• Strong analytical thinking, accuracy, attention to detail, and proven problem-resolution experience.
• Ability to manage multiple priorities and meet multiple daily deadlines in a time-sensitive environment.
• Good working knowledge of trading and operations within the brokerage industry, with effective communication across stakeholders and external parties.

Culture & Benefits

• 100% in-office schedule as part of Fidelity’s working arrangement.
• Base salary plus discretionary performance bonus.
• RRSP contribution after 6 months of employment (no employee matching required).
• Participation in audits, risk assessments, and continuous process improvement focused on quality and controls.