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About the role

  • Student supporting Fidelity Canada’s transfer-agent processing, account services, and client investment operations. Hybrid co-op role serving French- and English-speaking Canadian investors.

Responsibilities

  • Support service distribution queues and transaction processing activities, including account setup, non-financial requests, and account features
  • Partner with the Client Services Project Analyst or departmental SME to implement key initiatives affecting the TAP or TAPS department
  • Identify opportunities to provide value-added service to clients
  • Assist with documenting current end-to-end process flows for the departments

Requirements

  • Pursuing a university degree, ideally with a focus on business
  • Bilingual proficiency in French and English, both written and verbal, is preferred
  • A keen interest in the financial services industry is an asset
  • Strong customer service focus with effective listening and interpersonal skills
  • Must be currently enrolled in a registered co-op program
  • Must be available full-time for the duration of the co-op term
  • Proficiency in Microsoft Word and Excel
  • Current authorization to work in Canada is required

Benefits

  • Mentor support throughout the student journey
  • Extensive training in communication, public speaking, networking, business etiquette, and emotional intelligence
  • Volunteer opportunities with non-profit organizations
  • Flexible hybrid schedule
  • Inclusive, people-centric workplace
  • Accommodation available during the application process

Job title

Job type

Full Time

Experience level

Entry level

Salary

CA$23 - CA$27 per hour

Degree requirement

No Education Requirement

Location requirements

HybridMontrealCanada

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