Team Manager Estates

Current work authorization for Canada is required for all openings.

The work location for this role is 483 Bay Street in Toronto until approximately late 2026 when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

You will be working on a flexible hybrid schedule as part of Fidelitys dynamic working arrangement.

Please note: This is a CONTRACT opportunity ending on Sept 1st 2027.

Who We Are

Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution clearing custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.-based firms.

For more information about Fidelity Clearing Canada please visit: Youll Make an Impact

The Team Manager Estates leads a specialized team responsible for the processing and administration of estate-related accounts and requests. This role oversees the day-to-day operations of the Estates team ensuring timely and accurate handling of estate accounts including account transitions documentation review asset distribution and regulatory compliance.

You will play a critical role in ensuring service excellence during sensitive client situations balancing operational efficiency with empathy and care. Processing volumes across all queues and Service Level Objectives (SLOs) must be achieved while maintaining strict adherence to regulatory and risk requirements.

This role will build deep expertise within estate processing while collaborating closely with other operational areas such as Transfers Registered Products and Client Services where estate-related work intersects.

Key Accountabilities

Estates Operations Management

• Oversee daily estate processing activities including documentation review (e.g. wills probate letters of direction) account closures and asset distributions
• Manage workloads across queues to ensure timely completion of estate cases in accordance with SLOs
• Review transactions completed by associates to ensure accuracy and identify trends errors or process gaps
• Provide subject matter expertise in estate processing including regulatory and tax considerations impacting estate accounts
• Identify and implement process improvements to streamline estate case handling and enhance client experience
• Lead escalation handling and complex case resolution involving estate disputes incomplete documentation or sensitive client situations

Compliance and Risk Management

• Ensure all estate processing adheres to regulatory requirements including tax reporting documentation standards and audit expectations
• Oversee risk exposure related to estate disbursements ensuring proper controls and approvals are followed
• Assist in developing and maintaining supervisory procedures specific to estate processing
• Support internal and external audits related to estate activities and ensure timely remediation of findings
• Identify financial operational or regulatory risks within estate workflows and escalate appropriately

People Management

• Lead coach and develop a team of estates operations associates
• Set clear performance expectations aligned with business goals and service standards
• Provide ongoing coaching particularly in handling complex and sensitive client interactions
• Ensure team members are trained on estate-specific processes regulatory requirements and systems
• Foster a culture of accountability empathy and accuracy within the team
• Ensure employees understand Fidelitys values policies and procedures

Business & Project Contribution

• Provide input into resource planning based on estate processing volumes and trends
• Act as a subject matter expert on estate-related initiatives including process enhancements or system changes
• Participate in projects involving estate workflow improvements client conversions or regulatory updates
• Support implementation of new services or procedures impacting estate accounts

Working Relationships

• Collaborate with internal teams (Transfers Registered Products Client Services Risk Legal) to resolve estate-related issues
• Work closely with advisors broker partners and clients to facilitate seamless estate processing
• Liaise with external parties such as executors legal representatives and third-party vendors
• Identify continuous improvement opportunities to enhance the estate client experience
• Build strong cross-functional partnerships to support efficient case resolution

The Expertise You Bring

• Strong customer service orientation with the ability to handle sensitive client situations with empathy and professionalism
• Excellent organizational skills with the ability to manage complex estate cases and competing priorities
• Strong written and verbal communication skills particularly in explaining estate processes clearly
• Ability to build strong relationships with internal partners and external stakeholders
• Proven leadership skills with the ability to motivate and develop high-performing teams
• Strong coaching capability especially in navigating complex or escalated cases
• Ability to quickly learn and apply knowledge of estate processes systems and regulatory requirements

What Were Looking For

• University degree (Bachelors Degree) or equivalent work experience
• 3 years in Financial Services
• 34 years of progressive experience in operations or customer service within the brokerage or financial services industry
• Experience working with estate accounts or estate-related workflows is strongly preferred

Nice to Have

• 1 years of experience coaching training mentoring or leading people
• Completion of Canadian Securities Course (CSC)
• Knowledge of estate laws probate processes and tax implications related to estates
• French language skills

Were proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organizationan 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.

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 $36.00 to $60.00 based on experience and qualifications.

We offer market-aligned rates that recognize the specialized skills and agility required for this role.

Were 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 .

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

Canadas Top 100 Employers
o Greater Torontos Top Employers
o Canadas Top Family-Friendly Employers
o Canadas 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 Todays 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 Canadas Workplace Benefits Award - Future of Work Strategy
TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
Canadian HR Reporters Most Innovative HR Team