Job Description

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 The Finance Business Unit (BU) Support team is responsible for budgeting, management reporting/analysis, and special projects for Fidelity Canada’s various business areas. The team’s main focus is to support these business areas 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 internal client groups while meeting the needs and interests of all stakeholders. This role specifically supports the Advisor Distribution & National Accounts teams.

How You’ll Make An Impact The Senior Financial Analyst will be responsible for timely, accurate financial reporting and forecasting for their business unit.  This role is also responsible for providing Finance support on larger projects of strategic or business importance by providing consulting, planning, and end-to-end business case support. 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 BU Support team reporting to Manager, Finance (Business Support), while directly supporting projects and assignments relating to Business or Finance strategy or operations.

How You’ll Make An Impact
 

Lead Business Planning and Forecast efforts across your responsible areas.

• Successful identification and inclusion of relevant direct and indirect resources required for inclusion in long-term business plans.
• Consolidate and analyze data from a wide variety of sources, working with multiple stakeholders within prescribed timelines to complete an accurate budget / forecast
• Complete quarterly forecasts based on historical trends, integrated with current sales volume projections while ensuring alignment from both Finance & Business executives.
• Develop appropriate key performance indicators / success measures relating to projects and business cases and develop post implementation assessments against the relevant measures.

Lead Business Case Development on behalf of Finance for strategic Business and Finance projects.

• Ability to distill and convey complex subject matter in simple terms.
• Ability to deliver effective presentations to senior management including the President, CFO, and Senior Executive Team.
• Ability to develop end-to-end financial models, conduct sensitivity analysis and developing compelling insights for executive-level audiences.

Lead analysis and presentation efforts that drive strategic decision making.

• Create and maintain complex financial models
• Have or develop a thorough understanding of Fidelity’s product cost structure to support business partners
• Communicate with relevant stakeholders (i.e., Fund Oversight Division, Legal, HR, Information Systems) on non-standard requests, ensuring any non-financial considerations are properly reflected in the business case
• In partnership with Manager, Finance Business Support, present business cases in clear and concise terms, for executive committee review.
• Identify and coordinate areas of cross-functional Finance support for business projects (e.g. Accounting, Tax, Analytics, Reporting).
• Determine key stakeholders relating to monthly financial projections, ensuring relevant information is integrated into business cases and financial models.

What We’re Looking For

• 2+ years’ experience working in Financial Analysis role within a Finance department.
• University degree with a focus in Accounting, Business, Commerce, Economics, or related field or equivalent work experience.
• Completion of a CPA (CA, CMA, CGA) or MBA

The following are considered an asset

• 2+ years in Financial Analyst or equivalent role
• Financial Services industry experience
• Previous experience with month end accounting cycle.

The Expertise You Bring

• Excellent communication skills, both verbal and written.
• Ability to create complex financial models and sensitivity analysis.
• Strong financial and business acumen, being able to translate financial concepts into business terminology.
• Demonstrated time management & project management fundamentals.
• Ability to thrive in fast-paced environment where business conditions and projects continually change.
• Advanced knowledge of Microsoft Applications, especially Excel, PowerPoint, and PowerBI.
• Strong organization and time management skills.
• Experience working and collaborating with peers, managers, and leaders.
• Ability to work effectively across multiple departments and partners, and within Finance.

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 wage range of $90,000 to $113,000, 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.

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 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