Job Description
You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.
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.
Who We Are
At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.
Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.
How You’ll Make an Impact
As a member of the security team, the Background Vetting Associate is responsible for reviewing and entering applicant information into our internal and external systems The associate will be responsible for ensuring the accuracy of the input as well as delivering findings to the business unit or senior management who may consider the findings in making employment decisions.
What You Will Be Doing
1. Provide accurate, timely administration of the backgrounds vetting process
Measures:
Cases are processed accurately and do not require revisions
Cases are processed in a timely manner
2. Liaise with internal and external clients to collect missing data and ensure a timely resolution to problematic transactions
Measures:
Deliver high quality service to internal and external clients
Follows up on issues with internal and external clients on the same day that issues are raised.
3. Conducts business in a manner consistent with the Fidelity values and continuously looks for ways to improve the business
Measures:
Interact with internal and external clients in a manner that demonstrates an understanding of Fidelity’s values.
Execute and act on feedback provided to meet job expectations
4. Data collection and file preparation
Measures:
Accurately collect, verify and input applicant information and support documentation into various internal and external systems
Ensure completeness, consistency and adherence to established vetting procedures and service standards before advancing file for investigative review
5. Client and applicant communications
Measures:
Serve as the primary point of contact for applicants and vendors by providing clear guidance on documentation requirements, responding to inquiries and delivery of timely updates
Maintain professionalism, discretion and confidentiality in all communications
6. Quality control and process compliance
Measures:
Conduct preliminary checks to identify missing information, discrepancies, or processing errors, and escalate complex issues using the appropriate escalation process
Maintain detailed and organized records to support audit readiness and regulatory compliance
What We Are Looking For
Ability to maintain a high level of accuracy in preparing work items
Strong time management and prioritization skills
Ability to effectively resolve problems and make sound decisions with minimal supervision
Customer Service focused with strong communication skills
Ability to multi-task
The Expertise You Bring
At least 1 year of relevant work experience with background vetting
Knowledge of Microsoft office applications
Customer service skills
Strong organizational and record keeping skills
Two-year post-secondary education or equivalent work experience
Nice to have: Security license
Some of the ways we’ll help you feel valued and supported as part of our team:
Flexible…