Team Manager Processing Job (bilingual)

Job Overview

Toronto, Ontario
Job Type
Salary / Compensation
Details Not Provided
Date Posted
1 year ago

Additional Details

Good Exp. Required (5 - 9 Years)

Job Description

Please note this is a Contract/Secondment opportunity ending May 1st, 2023.

Given the current circumstances, employee will be working from home, 100% of time. As working conditions return to normal, they will shift to a hybrid working arrangement.

This position is available in Toronto or Montreal.

Whether you want to pursue a long-term career in management or are interested in learning about business analysis, project management, relationship management or other fields we encourage our employees to explore opportunities that align with their interests and transferable skills. We can teach you what you need to know and help you develop your skills as long as you have the energy, passion and desire to learn and excel.

What We Do

The Transfer Agent Processing (TAP) department is responsible for the mutual fund retail administration and execution of all financial and non-financial transactions within different account types and across several different product offerings. The group is also responsible for quality control and the resolution of not-in-good-order items. Our goal is to service and support Canadian investment professionals as they endeavor to prepare their clients for retirement and other significant life goals which demand focused financial management.

Our Team Managers have the opportunity to not only explore and focus their career development in a number of areas but also to be a positive influence and help others develop their careers.  We not only support it, we encourage it.

The Client Experience is key to our success. We recognize that happy customers lead to loyal customers and in turn allow for happy employees, a positive working environment with a successful company.

What You Will Do

Your primary purpose will be to ensure quality, cost effective and timely processing of mutual fund account transactions. In addition, you will identify and implement process improvements which ultimately create a better experience for both the employees and our clients.

  • Manage the day-to-day activities of the Financial team of up to 15 Processing representatives
  • Provide direction, guidance, and support to the team by providing on-going coaching and feedback to help individuals meet their goals and business objectives
  • Create and foster a motivating work environment by seeking out opportunities to reward and recognize performance, effectively executing on disciplinary issues, ensuring free exchange of information, and supporting training needs through transfer of knowledge
  • Represent the department and share your expertise on various divisional and/or organization wide initiatives and projects.
  • Interview and make hiring recommendations for future client services representatives.
  • Participate in projects pertaining to the business

We are in search of a candidate with the following:

  • Completion of a university degree or college diploma, or equivalent
  • Bilingualism in French and in English is required (verbal and written)
  • 3 – 4 years of progressive experience in a processing operations environment within the Financial services industry, preferably in mutual funds
  • 1-2 years of experience in managing, coaching, training and/or developing employees
  • A Financial Industry specific certification is an asset (such as Canadian Securities Course (CSC) or Investment Funds Institute of Canada (IFIC))

The Expertise You Bring

  • You have a strong aptitude and desire to coach and mentor people.
  • Your superb communication skills translate into positive relationships with your direct reports, colleagues, customers, and partners across the organization.
  • You lead with a client-focused approach and embrace collaborating with others in a team-oriented and fast-paced environment.
  • You are flexible, adaptable and thrive in environments of change.
  • You have a desire to solve problems and use your analytical and critical thinking skills to meet client needs.
  • You have a high need for achievement and seek out every opportunity to learn.
  • You “ideally” have strong knowledge of markets in the mutual fund industry

Please note the role requires working rotating shifts - Monday through Friday between 8 am and 8 pm EST for our Processing team.

Employment with Fidelity will be conditional upon the successful candidate having received a COVID-19 vaccine series approved by Health Canada, at least 14 days prior to their start date. This requirement is subject to exemptions pursuant to human rights legislation in your province of employment.

​Current work authorization for Canada is required for all openings.

Fidelity Canada is anequal opportunity employer 

Fidelity Canada is committed to fostering adiverse and inclusive workplace. We will consider all qualified applicants foremployment regardless of race, color, religion, sex, sexual orientation, genderidentity or expression, national or ethnic origin, age, disability, familystatus, protected veterans’ status, Aboriginal/Native American status or anyother legally-protected ground. 

Accommodation duringthe application process

Fidelity Canada welcomes and encouragesapplications from people with disabilities. Accommodations are available onrequest for candidates taking part in the selection process. If you require anaccommodation, please email us at

No telephone inquiriesor agencies please. We thank all applicants for their interest, please beadvised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to berecipients of the following:


  • Canada’s Top 100 Employers (5th consecutive year) 2021
  • Greater Toronto’s Top Employers (9th consecutive year) 2021
  • Canada’s Top Family Friendly Employer (4th consecutive year) 2021
  • Imagine Canada, Caring Company
  • Canada’s Top Employer For Young People 2021
  • National HR Awards - Best Corporate Social Responsibility Program Award, Venngo Healthy Workplaces Award
  • Workplace Benefits Awards – Health and Wellness Program
  • Canadian Compassionate Companies Award


  • A Canadian Compassionate Company
  • An Imagine Canada Caring Company


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