• 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 analysis for emerging business opportunities, this includes but not limited to market assessments, researching industry trends and competitive results. 

• Conduct financial analysis, valuation, and cost of acquisition on market segments, this includes an understanding of wealth management, advice channels and robo-advisors. 

• 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. 

• Lead the annual 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) 
• 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, Robo-Advisor and Financial Services industry experience preferred. 
• Experience working in a regulated Dealer is preferred but not . 
• 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 

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.

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