Job Title

Onboarding Specialist Location: Toronto, Ontario, Canada Join to apply for the Onboarding Specialist role at Fidelity Canada Pourquoi choisir Fidelity? Fidelity aide le public investisseur canadien prendre son avenir financier en main depuis plus de 35 ans. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles et de services de placement fiables, et nous cherchons constamment de nouvelles faons de mieux servir notre clientle. Job Description (French) Ce rle hybride combine le travail distance et le travail au bureau. Vous travaillerez entirement distance dans le cadre de la formule de travail dynamique de Fidelity. Le titulaire du poste est tenu de communiquer directement avec nos clients et nos collgues rpartis dans tout le Canada. Les clients doivent tre servis dans la langue officielle de leur choix (franais ou anglais). Vous travaillerez selon un horaire hybride dans le cadre de la formule de travail dynamique de Fidelity. Quiconque pose sa candidature doit avoir lautorisation de travailler au Canada. Intgration de la clientle et documentation Prparer et traiter les documents pour la clientle, y compris les demandes douverture de compte et les demandes de transfert Coordonner les processus dintgration de la clientle et douverture de compte, en veillant lexactitude des donnes saisies et la conformit aux exigences rglementaires Recueillir, examiner et vrifier tous les documents de la clientle Surveiller la progression de lintgration et assurer un suivi proactif auprs de la clientle et des conseillers ou conseillres pour rsoudre les problmes Travailler en collaboration avec le conseiller ou la conseillre en gestion de patrimoine pour rpondre aux besoins de la clientle en temps opportun Gestion des relations avec la clientle Servir de premier point de contact par tlphone et par courriel pour les demandes de renseignements de la clientle Crer et tenir jour des dossiers prcis sur les clients et clientes existants et potentiels dans le systme de gestion des relations avec la clientle Aider les conseillers et conseillres en gestion de patrimoine fournir une exprience client positive Amlioration de ladministration et des processus Assurer la liaison avec le dpositaire pour les questions relatives aux oprations quotidiennes (ouverture de compte, initiation et surveillance des transferts) Reprer les risques potentiels ou les lacunes dans la documentation qui peuvent avoir une incidence sur la satisfaction de la clientle ou louverture de comptes Contribuer aux initiatives visant lamlioration continue de lexprience dintgration de la clientle Se tenir au courant des tendances du secteur, des rglements et des pratiques exemplaires en matire de services-conseils financiers Assurer la conformit rglementaire et transmettre toute situation de manquement lchelon suprieur Comptences requises Connaissance approfondie du secteur, des produits et des diffrents processus administratifs Comptences exceptionnelles en matire de rdaction, de relations interpersonnelles et de service la clientle Souci du dtail, sens aigu de lorganisation et habilet tablir les priorits Esprit dquipe et aptitude collaborer avec les quipes dautres services Comprhension du secteur des fonds communs de placement, du cadre rglementaire et de la rglementation gouvernementale Capacit travailler dans un environnement dynamique et changeant couvrant plusieurs lignes dactivit et processus de travail Affinit assumer plusieurs rles, retrousser ses manches et faire avancer les choses Connaissance des produits offerts par Services de compensation Fidelity Canada Bilinguisme (franais et anglais) un atout Qualifications Requises Diplme dtudes postsecondaires avec spcialisation en administration des affaires, commerce ou finances, ou exprience de travail quivalente 1 2 ans dexprience de travail dans un domaine connexe Russite du cours sur les fonds dinvestissement au Canada (CFIC) ou du cours sur le commerce des valeurs mobilires au Canada (CCVM) Job Description (English) This hybrid role combines working from home and office. You will work entirely from home under Fidelitys dynamic work model. The incumbent is required to interact directly with our clients and colleagues across Canada. We serve our clients in their official language of choice (French or English). Prepare and process client documentation, including account applications and transfer requests Coordinate client onboarding and account opening processes, ensuring accuracy and compliance with regulatory requirements Collect, review, and verify all client documentation Monitor onboarding progress, proactively following up with clients and advisors to resolve issues Work collaboratively with the Wealth Advisor to satisfy client needs in a timely manner Client Relationship Management Act as the first point of contact via phone and email for client inquiries Build and maintain accurate prospect and client records in CRM system Support Wealth Advisors in delivering a positive client experience Administration and Process Enhancement Liaise with the custodian on daytoday operational matters (account opening, transfer initiation and monitoring) Identify potential risks or gaps in documentation that may affect client satisfaction or account setup Contribute to continuous improvement initiatives aimed at enhancing client onboarding experience Stay updated on industry trends, regulations, and best practices related to financial advisory services Ensure regulatory compliance and upscale any issues What Youll Need Strong industry, product and knowledge of various backoffice processing Exceptional writing, interpersonal and client service skills Detailoriented with superior organizational skills and the ability to prioritize tasks Team player with the ability to collaborate with crossfunctional teams Understanding of Mutual Fund Industry, regulatory and government rules/regulations Ability to work in a fastpaced, evolving environment crossing multiple channels and/or workstreams Enjoys wearing many hats, rolling up sleeves and getting things done Knowledge of Fidelity Clearing Canada product offerings would be an asset Bilingual (English and French) would be an asset What Were Looking For Completion of postsecondary education with a focus in Business, Commerce or Finance required, or equivalent work experience 12 years of work experience, in a related field Successful completion of Canadian Investment Funds Course (IFIC) or the Canadian Securities Course (CSC) required. Benefits Flexible working modalities Competitive overall compensation, including a contribution to your collective RRSP with no obligation to match Full medical benefits from start of employment, including up to $5,000 per year for mental health services and therapies, and all employer paid premiums Parental leave at 100% of salary for 25 weeks Up to $650 for home office equipment Generous leave policy, including two days paid annually for volunteering for a charity of your choice Diversity and inclusion programs, including active network of employee resource groups Broad opportunities for professional growth, including access to over 11,000 training and development courses, tuition reimbursement, and rewards for obtaining a mandatory professional title Equal Opportunity Statement Fidelity Canada souscrit au principe de lquit en matire demploi. Fidelity Canada is committed to fostering a diverse and inclusive workplace. All qualified applicants for employment will be considered without distinction. Accommodation during the application process Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates participating in the selection process. If you require an accommodation, please email us at . Contact & Notices No telephone inquiries or agencies please. We thank all applicants for their interest; only those selected for an interview will be contacted. #J-18808-Ljbffr