Job Description Please note

• Current work authorization for Canada is required for all openings.
• This is a regular, full-time role.
• You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.

Company Overview At Fidelity Canada, 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 Senior Financial Analyst role is an integral part of the Finance team within FCC, focusing specifically within the Financial Planning & Analysis function. This position reports directly to the Director, Finance. You will be working as part of a team focused on integrating the various financial planning aspects of FCC to provide accurate, high quality financial forecasts as part of the Fidelity Canada quarterly rolling financial forecast process. This includes producing P&L forecasts, as well as driving forward the development of FCC’s various revenue and expense models and value-added analytic capabilities. This role will provide the opportunity to work cross functionally with business unit leaders and across the overall FCC finance team.

How You’ll Make An Impact

• Deliver on the annual business planning and quarterly forecasting process through consolidation and delivery of the FCC’s P&L 3-year plan and forecast
• Coordinating with the Fidelity Canada finance team on integrating requirements of the overall planning calendar and owning the consolidation of quarterly forecasts through submission templates.
• Develop and regularly maintain forecast models which are linked to key success measures and scorecards
• Produce financial modelling to forecast both revenue and expenses at an underlying driver level
• Build out forecast capabilities that are dynamic, timely and capable of sensitivity analysis for FCC
• Determine the need for enhancement to existing reports or proactively anticipate future requirements and development of new reporting
• Work cross-functionally on the development and implementation of new tools required to help drive dynamic, forward-looking business strategies
• Build positive relationships with key stakeholders and management across the organization
• Operate with an eye towards continuous improvement in enhancing current financial processes, reporting and financial models to strengthen financial capabilities across the team
• Create clear, concise reports and presentations that translate complex financial data into actionable insights for executive leaders

What We’re Looking For

• University degree with a concentration in business, accounting, or finance or equivalent work experience
• At least 3 years of progressive experience within a firm and/or a within a financial analysis role within a finance department
• Experience in a combination of the following financial analysis and modelling, reporting, business planning, budgeting and/or performance measurement
• Background in corporate FP&A with a solid understanding of accounting principles
• Working towards or completion of CPA designation
• Financial Services industry / brokerage business experience preferred

The Expertise You Bring

• You are well-organized, attentive to detail, and capable of good time-management
• You manage competing priorities with the ability to understand broader issues, probe for information and proactively seek opportunities to add value
• You are confident and a strong relationship builder
• Effective collaboration and communication skills with analytical rigor and an ownership mindset
• Are an Excel superuser with the ability to use other analytics, databases and statistical tools
• You have experience working with Microsoft PowerPoint to create compelling materials for senior management

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 $80,000 to $100,000, 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.

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.

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
• Greater Toronto's Top Employers
• Canada's Top Family-Friendly Employers
• Canada's Top Employers for Young People
• Great Place To Work® Certified
• Best Workplaces for Inclusion
• Best Workplaces for Mental Wellness
• Best Workplaces for Today's Youth
• Best Workplaces for Women
• Best Workplaces in Financial Services & Insurance
• Best Workplaces in Ontario
• Best Workplaces with Most Trusted Executive Teams
• LinkedIn Top Companies in Canada
• Human Resource Director (HRD) - Best Place To Work
• HRD - 5-Star Benefit Program
• 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