Description
Data Conversion Manager
Current work authorization for Canada is required for all openings.
You will be working on a hybrid working model as part of Fidelity’s dynamic working arrangement.
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.
Business Overview
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
The Opportunity
The Technical Conversion Manager, FCC is responsible for the technical data components of implementing new clients to FCC. This includes developing, enhancing, and maintaining conversion utilities (internal) for a bulk data conversion and understanding the functionality of external conversion utilities utilized by the books & records provider. In addition, this role is responsible for data loading, scripting, and mining as well as maintaining accurate data mapping.
What You Will Do
- Bulk and ad-hoc data loading, scripting, data mining using house conversion tools
- Handle large sets of data cleaning and manipulation of upwards from 100,000 to millions or records
- Working closely with the books & records provider to complete configuration for Dataphile to Dataphile data replication and conversions
- Responsible for delivering clear requirements for data modification requests and conversion script selections
- Completing data analysis on the incoming client, account, position, security, and transaction records
- Creating and maintaining conversion utilities for managing aspects of client data
- Handling the post-conversion sweep process, ensuring adherence to FCC transaction code standards
- Maintaining conversion data mapping, performing necessary QA and version control
- Consulting with external stakeholders for agreement and approval on all configuration and mapping.
- Other duties as required
What We’re Looking For:
- 3+ years experience with data conversion within the brokerage industry preferred
- Completion of a post-secondary education or equivalent work experience
- Advanced Excel skills in using Excel functions, conditional formatting, pivot tables, charting, and Power Query (M Language). Knowledge of VBA & Macros is nice to have.
- Relevant experience with Python and its data processing libraries and packages
- Relevant experience working with flat files/text database and ETL. Experience with Regular Expressions is an asset.
- SQL knowledge with relevant experience working with SQLite and MySQL/MariaDB
- Experience with MS SQL Server and Oracle database is an asset
- Knowledge or relevant experience with Broadridge Dataphile, OSS/ISM or other stock brokerage accounting systems, understanding of brokerage operations is an asset
- Experience using JIRA, Confluence, Bitbucket (GIT) is preferred
- Experience with data analytics, automation using Power Automate, screen scraping, web scraping is an asset
- Completion of Canadian Securities Course is an asset
The Expertise You Bring:
- Strong foundation in programming logic and skill in handling large datasets
- Solid understanding of the Canadian brokerage industry in both the retail and institutional segments
- Ability to analyze technical requirements and documentation
- Ability to work with cross-functional teams
- High attention to detail
- Strong analytical & organizational skills
- Outstanding verbal, and written communication skills
Total Rewards That Reflect Your Impact
We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well-being tomorrow.
For this role, your total rewards include:
Base Salary and Discretionary Performance Bonus: A competitive annual range of $105,000 to $129,000, based on your experience and qualifications.
RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.
We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.
This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference.