All applicants must have a current work authorization for Canada. This role requires a 100% in‑office schedule as part of Fidelity’s dynamic working arrangement. Role Overview Reporting to the Team Manager, the role is a subject‑matter expert in all corporate actions events for securities held domestically and internationally across multiple systems. The position requires researching and solving complex issues, reviewing tax consequences, analyzing and completing legal documentation, reducing exposure, handling escalations, interacting with clients, alleviating workload, providing relief to management, and maintaining good working relationships with issuers, depositories, brokers, and counterparties. 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. Participate as a project lead/member/SME in projects, initiatives and conversions. Participate in audits, risk assessments, and process reviews. Interact directly—verbal and written—with clients (IAs and middle offices) and third parties (agents, issuers, counterparties). Follow policy and procedure changes to ensure proper controls are maintained. Assist in creating procedures that strengthen quality and risk controls. Always follow 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 the securities/brokerage industry, ideally with a minimum of 3 years in Entitlements Processing including 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 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 with no employee matching required. We are 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. 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 #J-18808-Ljbffr
Corporate Actions And Income Processing Specialist Sr
FIDELITY CANADA
toronto, toronto
Published 19 days ago
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