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Job Description
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 https//clearingcanada.fidelity.com/
The Purpose of the Role
The Salesforce Analyst FCC, reporting to the Director, Business and Application Support, FCC, is responsible for continually improving and enhancing the FCC Salesforce platform, gathering requirements and feedback, and designing best practice solutions. The incumbent is required to have a strong understanding of the Salesforce platform and a desire to keep learning. The Salesforce Analyst should understand all aspects of user management including support tickets training and designing solutions with user satisfaction a priority. The role works closely with other team members within FCC to align with FCC’s Divisional and Organizational goals
What You Will Do
Technical support
- New user set up/deactivation, roles, profiles, permissions public groups
- Unlocking user accounts and resetting passwords
- Tracks, troubleshoots, and resolves application related issues suck has bounced emails, workflows, approval cycles, or auto responses
- Dealing with SSO, API, and certificate problems
- Ensures compliance of firm-wide policies during enhancements and deployments
- Provides user training and creates training materials
- Assists in creating personalized dashboards, fields, alerts for ease of use
- Fixing data records that have been set with record types as well as work with our architects, developers, and data analysts to integrate with various external applications used within FCC
- Expand or refine, workflows, sharing rules, access privileges
- Refresh sandbox, coordinating timing of updates with work of any developers and
- SSO connections within the sandbox
- Review, test, and coordinate Salesforce quarterly releases and communicate any major changes to business users with the Release manager
Application process and business analysis.
- Identify and gather requirements from users and stakeholders
- Assists with application enhancements in understanding business requirements.
- Attends some business and technology meetings working closely with users to help identify business needs, system solutions and some cost-benefit analysis.
- Follows the change management process for implementations and deployments
- Assist various departments in setting up their own queue, identify and walk-through requirements for categorizations, fields, and relationships
- Advise on best business practices for each new departmental onboarding
Deliver seamless customer service through teamwork and collaboration.
- Remain focused on customer needs; communicate clearly about what you need and expect from others to serve the customer; coordinate smoothly with others; share customer information; follow through on commitments, thank team members for their efforts on behalf of the customer.
- Demonstrates a strong sense of personal ownership and commitment to achieving meaningful short and long-term results.
Using continuous improvement methodologies, continually searches for and takes initiative to improve and/or eliminate ineffective processes to improve customer service or gain efficiencies.
- Document processes and procedures for internal team members to help expedite training.
- Identify gaps in day-to-day processes to help eliminate errors and increase efficiencies.
What We’re Looking For
- College Diploma in Computer Science or related field, or equivalent work experience.
- 3 to 5 years’ experience using Salesforce
- Working experience as a Salesforce Administrator or a similar job position.
- Experience within the brokerage market/Financial services.
- Bilingual (French/English) verbal and written skills.
The Expertise Your Bring
- Sound knowledge and understanding about salesforce software and its functionalities.
- Excellent oral and written communication skills
- Experience in generating Salesforce reports
- Product Management[1]User Management
- Attention to detail
- Data Management
- Security
- Business Analysis
- Automating processes
- Analyzing Data
- Problem solving
- Learner Mindset
- Excellent organizational and time management skills
Current work authorization for Canada is required for all openings.
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 FidelityCanadaStaffing@fidelity.ca.
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 Family-Friendly Employers 2023 (7th consecutive year)
- Canada’s Top 100 Employers 2023 (7th consecutive year)
- Greater Toronto’s Top Employers 2023 (10th consecutive year)
- Canada’s Top Employers for Young People 2023
- Venngo Healthy Workplaces Award Workplace Benefits Awards – Health and Wellness Program
- HRDC Best Places to Work 2023
- HRDC 5-Star Diversity & Inclusion Employer
- HRDC 5-Star Benefit Program 2023
Designations
- A Canadian Compassionate Company
- Great Place to Work (Dec 2022 – Nov 2023)
- Best Workplaces for Women 2023 by Great Place to Work
