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.

Role Overview:

The Finance team is responsible for business analysis and planning, management reporting, performance measurement and special projects for Fidelity Canada’s various business units.  The team’s main focus is to support these business groups in achieving their objectives by identifying issues, recommending solutions, providing financial transparency and value-added financial assessments.  This is achieved by establishing strong relationships with these client groups while meeting the needs and interests of all stakeholders.

Your Opportunity

The Finance Manager will be responsible for providing Finance support on larger projects of strategic business importance by providing consulting, planning, and end-to-end business case support for these projects. This role will be required to build strong partnerships with business leaders and colleagues by providing appropriate financial stewardship, guidance, and strategic support. 

This role will reside in the Finance department, specifically on the Product and Innovation team reporting to the VP Finance, while directly supporting projects and assignments relating to Managed Accounts, Platform initiatives, Data Strategy and Finance strategy and operations.

What You Will Do

• Lead complex financial and economic analysis in support of strategic decision-making initiatives with limited direction.  Deliver analysis to senior management acting in the capacity of a business consultant with strong financial acumen.
• Lead pricing and competitive analysis for emerging business opportunities, this includes but not limited to market assessments, researching industry trends and competitive results.
• Develop and lead initiatives to define, manage and document reporting systems and tools with a focus towards building consistent integrations across systems for all channels.  Enable management to evaluate business results in timely and efficient manner.
• Design, develop, and manage new reports and analytics, including key success measures and scorecards for the strategic distribution channels supported.  Proactively anticipate future requirements, including management reports and key performance indicators.
• Support business planning process while also providing overall financial stewardship, expense management and support for other ad hoc projects.
• Build positive relationships with key stakeholder and management across the organization.

What We are Looking For

• University degree with a business focus (Accounting, Economics, Commerce preferred) (or equivalent work experience)
• Minimum 4 years’ experience working in a financial analysis role within a finance department
• Experience in a combination of the following:  financial analysis and modeling, valuation, reporting, strategic business planning, budgeting and/or performance measurement
• Ability to think “outside the box” and be curious to analyze results in a concise manner.
• Wealth Management and Financial Services industry experience preferred
• Completion of or working towards a financial/accounting designation (CPA: CA, CMA, CGA) and/or CFA or MBA is strongly preferred

The Expertise You Bring

• You are well-organized, attentive to detail, and capable of good time-management
• You are a team player with good communication and presentation skills
• You have a strong knowledge of Microsoft Excel and keen analytical skills
• You have experience working with Microsoft PowerPoint to create compelling materials for executive-level audiences
• You thrive in a fast-paced environment and work well with all levels of the organization
• You exude leadership and are capable of tactfully influencing senior management

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.

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: Total annual cash compensation (base salary plus target bonus) ranges from $105,000 to $140,000 based on 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.

We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process as well as an AI screening tool that assists in screening and assessing applications. 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 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 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