Corporate Actions and Income Processing Specialist Sr

Job Description

You will be working on a 100% in office schedule as part of Fidelity’s dynamic working arrangement.

Current work authorization for Canada is required for all openings.

Who We Are:

Fidelity Clearing Canada (FCC) was founded in 2009 to provide execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of global-based firms. A leader in the independent clearing broker and custodian marketplace, FCC has grown to become the second-largest clearing firm in Canada with $153 (CAD) billion in assets under administration.

For more information about Fidelity Clearing Canada, please visit https://clearing.fidelity.ca/ 

Role Overview:

Reporting to the Team Manager, this role is a subject matter expert in all corporate actions events for securities held domestically and internationally, in multiple systems. This role requires the ability to research/solve complex issues, reviewing tax consequence, analyzing and completing legal documentation (i.e. escrows, tax reclaims), reducing exposure within the firm (i.e. depo alignment), handle escalations, interact with clients, alleviate workload, provide relief to management, and maintain good working relationships with issuers, depositories, brokers/counterparties etc.

What You Will Do:

• Interpret complex corporate action announcements and accurately publish them for clients
• Assess client impact and prepare entitlement calculations prior to posting payment
• Research and adjust for any discrepancies (e.g., discrepancies across depositories). 

• Process physical certificate exchanges for privately held securities 

• Act as a subject matter expert on corporate actions (event knowledge, process knowledge)  

• Deliver stellar quality customer service to our internal and external customers (i.e. brokers/counterparties, Agents, Issuers) to exceed expectations and create a positive experience 

• Participation as a project lead/member/SME for projects, initiatives and conversions 
• Participation in audits, risk assessments, and process reviews

• Interact directly - verbal and written - with clients (IAs and middle offices), as well as 3rd parties (agents, issuers, counterparties).  

• Follows policy and procedure changes to ensure proper controls are maintained 

• Assists in creating procedures that are designed to strengthen quality and risk controls. 

• Always follows key controls 
• Other assigned departmental tasks

The Experience You Bring:

• Completion of Post-Secondary Education, or Equivalent Experience
• More than 5 years of experience in securities/brokerage industry, ideally with a minimum of 3 years in Entitlements Processing including but not limited to tax and legal implications for the client
• Extensive knowledge of financial transaction processing, settlements or corporate actions/income
• concepts and techniques and reconciliation methodology and standards
• Knowledge and experience with Dataphile is an asset
• Completion or enrolment in the Canadian Securities Course (CSC) or the Investment Funds Institute of Canada (IFIC) course is an asset

What We’re Looking For:

• A good working knowledge of trading & operations within the brokerage industry
• Ability to interact and communicate effectively with various stakeholders and external parties
• Sound and proven customer service skills
• Expertise in accuracy and attention to detail
• Strong analytical thinking
• Flexibility and Adaptability
• Able to manage multiple priorities
• Ability to consistently perform in a time sensitive environment with multiple daily deadlines
• Extensive experience in problem resolution

Total Rewards That Reflect Your Impact

We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well-being tomorrow.

For this role, your total rewards include:

• Base Salary and Discretionary Performance Bonus: A competitive annual range of $60,000 to $95,000, based on your experience and qualifications.
• RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.

We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference.

We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity.  If you are selected for an interview, the recruiter who contacts you can best answer your questions.

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    Greater Toronto's Top 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 Inclusion 
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 Benefit Program 
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