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Posted 4 months ago

Director IS Transfer Agency and Workflow Systems Development

@ Fidelity Investments Canada ULC

Toronto, Ontario

Full-time10+ years experience
Apply now
SIGNALS

Overview

Fidelity Investments Canada ULC is hiring a Director, IS Transfer Agency and Workflow Systems Development to lead development, modernization and support of its transfer agency systems (AXIS, NEXUS) and workflow applications. The role leads managers and scrum teams, manages budgets and vendors, and sets strategic roadmaps that include AI and automation. It is a full-time hybrid position, with the work location at 483 Bay Street in Toronto until late 2026, then the Mississauga office, and requires current Canadian work authorization.

Responsibilities:

  • Lead managers and scrum teams responsible for development
  • Manage department budgets, resourcing and vendor relationships
  • Create strategic plans and technology roadmaps
  • Incorporate AI, automation and emerging technologies into plans
  • Oversee continuous improvement and KPI adherence

Requirements summary:

  • Bachelor's degree or equivalent working experience
  • 10+ years in an operational role in Transfer Agency or Workflows
  • 5+ years in IT or Operations leadership
  • Mutual fund industry experience is a strong asset
  • FundServ experience is an asset

Tools & skills

Benefits mentioned

Retirement planParental leaveTuition support
Source and dates

Employer career site / ATS feed · workday

Employer posting date
2026-07-15
First seen by our source
2026-10-08
Source record updated
2026-10-16

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SeniorityDirector
DepartmentSoftware development
Experience10+ years
Management experience5+ years
Manages peopleYes
Hours per week40 (estimated)
Work settingOffice
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesEnglish
Encouraged to applyPeople with disabilities
EducationBachelor’s degree (preferred)
Perks mentionedGenerous parental leave, Retirement plan, Tuition support, Wellness, Paid training, Home office allowance

Summary and details written by AI from the posting; the employer’s posting is the authority.

Fidelity Investments Canada ULC

Saved company profile

Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.

Full company description

At Fidelity Canada, we’ve been committed to 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 striving to find new and better ways to help our clients. Fidelity Canada is part of a broader group of companies, collectively known as “Fidelity Investments”, one of the world’s largest providers of financial services. We employ over 1,600 full-time employees in offices across the country, headquartered in Toronto with regional offices in Montreal, Calgary, and Vancouver. Fidelity Canada is made up of two entities: Fidelity Investments Canada ULC (FIC) and Fidelity Clearing Canada ULC (FCC). Follow us on Instagram, Facebook, YouTube, Spotify, and Apple Podcasts: @FidelityCanada Legal: fid.me/socialmedia

LinkedIn followers
71,846
People associated on LinkedIn
1,986
Reported office locations
  • 483 Bay St #300, Toronto, Ontario M5G 2N7, CA
Business categories
  • Finance
  • Financial Services
  • Financial Exchanges
Other recorded names
  • Fidelity Canada
Specialties
  • Investment Management
  • Financial Services
  • Mutual Funds
  • Financial Planning
  • Retirement
  • Asset Management
  • Financial Education
  • Market Commentary
  • and Institutional
Profile identifies a recruitment agency
No
Reported total investment
0

Currency and observation date were not supplied; this is not a current valuation or a funding round.

At Fidelity Canada, we’ve been committed to 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 striving to find new and better ways to help our clients. Fidelity Canada is part of a broader group of companies, collectively known as “Fidelity Investments”, one of the world’s…

FieldValue
IndustryFinancial Services
Company size1,001-5,000 employees
HeadquartersToronto, Ontario
Organization typePrivately Held
Year founded1987
SpecialtiesInvestment ManagementFinancial ServicesMutual FundsFinancial PlanningRetirementAsset ManagementFinancial EducationMarket Commentaryand Institutional
Open jobs on Jobsy95
LinkedInView page
Job description

Job Description

You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.

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.

Current work authorization for Canada is required for all openings.

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

The Director, IS Transfer Agency and Workflow Systems Development is accountable for the development, modernization, and support of Fidelity Investment Canada Transfer Agency systems (AXIS, NEXUS) and supporting workflow applications.

The successful candidate is a forward-looking technology leader who can articulate and execute leading edge technology solutions, including the practical application of artificial intelligence, to enhance business outcomes and client servicing capabilities.

They are an enterprise thinker with the ability to lead effectively at both strategic and tactical levels, embedding strong engineering practices, disciplined delivery execution, and cybersecurity awareness into how teams operate day to day.

They will leverage their extensive industry and leadership experience to:

  • Lead group of managers and scrum teams responsible for development
  • Manage department budgets, resourcing capacity and vendor relationships
  • Create department strategic plans, technology and process improvement roadmaps and oversees the progress.
  • Incorporate AI, automation, and emerging technologies into strategic roadmaps and execution plans to improve efficiency, scalability, and decision-making
  • Participate in IS division strategic planning and implementation of new technologies and modern solutions, working closely with Information Systems Directors & Managers and Business Partners to align technology services with business goals.
  • Ensure adoption of modern engineering practices (e.g., automation, DevOps, secure-by-design) across teams
  • Oversee and lead continuous improvements of teams’ development and production support processes, and tracks the adherence to defined KPIs and department, IS and organizational goals
  • Maintain diligent oversight of project advancements, team’s responses to production incidents and expedited requests, and leads his/her teams in excellent communication with all parties

What We Are Looking For:

  • Bachelor’s Degree or equivalent working experience
  • 10+ years in an operational role with experience in Transfer Agency and/or Workflows
  • 5+ years in a leadership role within IT or equivalent role in Operations
  • Experience working within the mutual fund industry is a strong asset
  • Experience working with FundServ is an asset

The Expertise You Bring:

  • Excellent verbal, written and presentation skills.
  • Strong management, interpersonal and diplomatic skills required to communicate with senior management across the organization.
  • Excellent Financial industry knowledge, especially for Transfer Agency services
  • Proven knowledge of the development methodology with practical experience in the development life cycle.
  • Strong understanding of modern engineering practices, including automation, DevOps, and inclusion of AI in the SDLC.
  • Demonstrated team leadership skills
  • Strategic planning skills and the ability to influence others.
  • Ability to balance innovation with execution discipline, ensuring new technologies are delivered in a controlled, scalable, and business-aligned manner.

Some of the ways we’ll help you feel valued and supported as part of our team:

  • Flexible working arrangements - 100% remote, hybrid, and in office options
  • Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you
  • Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $6000 annually for mental health services and therapy
  • Parental leave top-up to 100% of your salary for a period of 25 weeks
  • Up to $650 for home office equipment
  • Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice
  • Diversity and inclusion programs, including an active network of Employee Resource Groups
  • Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.

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.

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 [email protected].

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

• Canada's Top 100 Employers
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's 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 Today's 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 Canada's Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter's Most Innovative HR Team

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