Transfers Service Representative

Job Description

Please note :  This is a CONTRACT opportunity until April 30th, 2026.

Current Work Authorization is required for all openings.

The in-office schedule for this role will 4 times a week in office for training (first 2 weeks) and then moving to a 2 times a week in office for the remainder of your contract.

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 $13 (CAD) billion in assets under administration.

Overview:

We are seeking detail-oriented contract employees to assist with customer service activities related to account transfers. This role focuses on outbound phone calls to other financial institutions to follow up on the status of transfer requests, ensuring timely and accurate completion.

Key Responsibilities:

• Make outbound calls to financial institutions to confirm and update the status of account transfer requests.
• Document all interactions and updates accurately in internal systems.
• Escalate issues or delays to the appropriate team for resolution.
• Maintain professionalism and adhere to compliance standards during all communications.

Qualifications:

• Strong verbal communication and customer service skills.
• Ability to work independently and manage time effectively.
• Attention to detail and accuracy in documentation.
• Previous experience in financial services or call center environment is an asset.
• Completed Post Secondary Education or equivalent work experience.

Competitive Pay for Specialized Talent

• This contract role offers a flexible, hourly compensation model that reflects your expertise and the value you bring. The hourly rate ranges from $26.00 to $29.00 based on experience and qualifications.
• We offer market-aligned rates that recognize the specialized skills and agility required for this role.
• We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.
• This posting is for an existing vacancy within our organization.

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