Team Manager - Estates (Finance)

TL;DR

Team Manager - Estates (Finance): Leading a specialized team responsible for the processing and administration of estate-related accounts and requests with an accent on operational efficiency, regulatory compliance, and service excellence. Focus on managing complex estate cases, overseeing documentation review, and developing a high-performing operations team.

Location: Hybrid schedule. Current work authorization for Canada is required. The role is based in the Toronto Office until late 2026, then moving to the Mississauga office.

Salary: $36.00 - $60.00 per hour

Company

Fidelity Clearing Canada is the leading independent clearing broker and custodian in the Canadian market, providing trade execution, clearing, custody, and back-office support services.

What you will do

• Oversee daily estate processing activities, including documentation review, account closures, and asset distributions.
• Manage workloads across queues to ensure timely completion of estate cases in accordance with SLOs.
• Ensure all estate processing adheres to regulatory requirements, tax reporting, and audit expectations.
• Lead, coach, and develop a team of estates operations associates, setting clear performance expectations.
• Collaborate with internal teams (Transfers, Registered Products, Client Services, Risk, Legal) to resolve complex issues.
• Identify and implement process improvements to streamline estate case handling and enhance client experience.

Requirements

• Current work authorization for Canada is required.
• University degree (Bachelor’s Degree) or equivalent work experience.
• 3+ years of experience in Financial Services.
• 3–4 years of progressive experience in operations or customer service within the brokerage or financial services industry.
• Experience working with estate accounts or estate-related workflows is strongly preferred.

Nice to have

• 1+ years of experience coaching, training, mentoring, or leading people.
• Completion of the Canadian Securities Course (CSC).
• Knowledge of estate laws, probate processes, and tax implications related to estates.
• French language skills.

Culture & Benefits

• Flexible hybrid working arrangement.
• Competitive market-aligned hourly compensation model.
• Opportunity to work for a recognized Top 100 Employer in Canada.
• Inclusive workplace committed to diversity and equal opportunity.