Hello all please look at the below role which we have with our reputed client. Please send the resume to if anyone interested.
Role: Financial QA Analyst Brokerage Systems & Trade Settlement (Preferably experience working with UniFide )
Location: Toronto, Canada
Exp : 10+ Years
Work mode : Hybrid
Role Overview
We are seeking a detail-oriented Financial Analyst with hands-on experience in functional testing of Canadian brokerage platforms, particularly Fidelity s uniFide .
The ideal candidate will have a strong understanding of trade placement, clearing, and settlement processes within IIROC-regulated environments.
Key Responsibilities:
Conduct functional and UAT testing on brokerage platforms including uniFide
Analyze trade lifecycle workflows: order placement, execution, clearing, and settlement
Collaborate with QA, development, and operations teams to validate system behavior
Document test cases, results, and defect reports
Ensure compliance with Canadian regulatory standards (IIROC, CDS, CIPF)
Support integration testing with OMS and back-office systems
Provide insights into platform performance and user experience
Qualifications:
3+ years of experience in financial services or brokerage operations
Functional testing experience with uniFide or similar platforms (e.g., Broadridge, DTCC)
Strong understanding of Canadian trade settlement cycles (T+1, T+2)
Familiarity with mutual funds, equities, and fixed income instruments
Experience with OMS platforms like ZagTrader or Bloomberg AIM is a plus
Excellent analytical and communication skills
Preferred Skills:
Knowledge of IIROC and CDS procedures
Experience with Jira, Confluence, and test management tools
Ability to work independently and manage multiple priorities
Key Experience to Prioritize:
Hands-on testing of platforms like uniFide , Broadridge, or NBIN
Functional knowledge of Canadian registered accounts and their rules:
RRSP/RRIF: Tax-deferred retirement savings and income conversion
TFSA: Tax-free growth and withdrawals
RESP: Education savings with government grants
FHSA: First-time homebuyer savings with dual tax benefits
RDSP: Long-term savings for individuals with disabilities
Familiarity with IIROC, CDS, and CIPF regulations
Experience with trade placement, clearing, and settlement workflow
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