Top Benefits
About the role
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 hybrid schedule as part of Fidelity’s dynamic working arrangement.
Who We Are At Fidelity, we have 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 are 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 will be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You will have a wide range of opportunities to grow and develop your career in an inclusive environment where you will feel valued and supported to be your best - both personally and professionally.
How You’ll Make An Impact The Product Research team is Fidelity's centralized source for high quality mutual fund analysis and expertise. The team of investment analysts and associates cover all of Fidelity Canada’s retail funds. The team is the key liaison with Fidelity's investment staff around the globe and thus acts as the "voice of the portfolio manager" here in Canada. Research performed on the strategies is packaged into a multitude of materials for Fidelity distribution channels.
As the Product Support Specialist , you will work closely with the Investment Analysts and will be responsible for
- Building, updating, and maintaining presentations for Portfolio Managers.
- Performing data quality reviews and maintaining fund updates, which include MRFPs (management reports of fund performance), quarterly fund reviews (QFRs) and updates to the retail sales team.
- Identifying and implementing solutions which improve efficiency and effectiveness through the elimination, simplification, and automation of processes.
- Partnering with Investment Analysts to support the production of fund update pieces for our sales teams, ensuring we are providing best in-class materials for sales and clients.
- Supporting Product Directors on ad-hoc queries for product information and data analysis.
- Acting as the primary product content manager, coordinating and submitting all relevant material in a timely fashion for marketing and compliance review and approval process.
- Overseeing regulatory reviews through data analytics for the Product Research Team, including Fund risk and category analysis and Fund Fact data reviews.
- Acting as a liaison with 3rd party data vendors
What We Are Looking For
- University degree or equivalent work experience.
- 1-3 years of financial services experience, preferably with investment product experience.
- Understanding and demonstrating curiosity for investing.
- Proven ability to be analyze, condense and communicate around large sets of data.
- Excellent organizational skills.
- Excellent communication skills, both verbal and written.
- Ability to work well independently, as well as within a team, in a fast-paced environment.
- Strong proficiency in MS Suite, including Microsoft Excel and PowerPoint.
- Bilingualism (French/English), both verbal and written, is an asset.
- Strong knowledge of VBA and Python is an asset.
The Expertise You Will Bring
- Strong relationship management skills.
- Strong project management skills.
- Close attention to detail and a high level of accuracy.
- Ability to multi-task and handle multiple priorities at any given time.
- An innovative and creative attitude.
- Ability to contribute to good working relationships among team members and across different groups.
Some of the ways we will help you feel valued and supported as part of our team
- Flexible working arrangements.
- 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, which include up to $5,000 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 two 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.
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
About Fidelity Canada
At Fidelity Canada, we’ve been committed to 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 striving to find new and better ways to help our clients.
Fidelity Canada is part of a broader group of companies, collectively known as “Fidelity Investments”, one of the world’s largest providers of financial services. We employ over 1,600 full-time employees in offices across the country, headquartered in Toronto with regional offices in Montreal, Calgary, and Vancouver.
Fidelity Canada is made up of two entities: Fidelity Investments Canada ULC (FIC) and Fidelity Clearing Canada ULC (FCC).
Follow us on Twitter, Instagram and Facebook: @FidelityCanada
Legal: bit.ly/2D1xMkS
Top Benefits
About the role
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 hybrid schedule as part of Fidelity’s dynamic working arrangement.
Who We Are At Fidelity, we have 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 are 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 will be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You will have a wide range of opportunities to grow and develop your career in an inclusive environment where you will feel valued and supported to be your best - both personally and professionally.
How You’ll Make An Impact The Product Research team is Fidelity's centralized source for high quality mutual fund analysis and expertise. The team of investment analysts and associates cover all of Fidelity Canada’s retail funds. The team is the key liaison with Fidelity's investment staff around the globe and thus acts as the "voice of the portfolio manager" here in Canada. Research performed on the strategies is packaged into a multitude of materials for Fidelity distribution channels.
As the Product Support Specialist , you will work closely with the Investment Analysts and will be responsible for
- Building, updating, and maintaining presentations for Portfolio Managers.
- Performing data quality reviews and maintaining fund updates, which include MRFPs (management reports of fund performance), quarterly fund reviews (QFRs) and updates to the retail sales team.
- Identifying and implementing solutions which improve efficiency and effectiveness through the elimination, simplification, and automation of processes.
- Partnering with Investment Analysts to support the production of fund update pieces for our sales teams, ensuring we are providing best in-class materials for sales and clients.
- Supporting Product Directors on ad-hoc queries for product information and data analysis.
- Acting as the primary product content manager, coordinating and submitting all relevant material in a timely fashion for marketing and compliance review and approval process.
- Overseeing regulatory reviews through data analytics for the Product Research Team, including Fund risk and category analysis and Fund Fact data reviews.
- Acting as a liaison with 3rd party data vendors
What We Are Looking For
- University degree or equivalent work experience.
- 1-3 years of financial services experience, preferably with investment product experience.
- Understanding and demonstrating curiosity for investing.
- Proven ability to be analyze, condense and communicate around large sets of data.
- Excellent organizational skills.
- Excellent communication skills, both verbal and written.
- Ability to work well independently, as well as within a team, in a fast-paced environment.
- Strong proficiency in MS Suite, including Microsoft Excel and PowerPoint.
- Bilingualism (French/English), both verbal and written, is an asset.
- Strong knowledge of VBA and Python is an asset.
The Expertise You Will Bring
- Strong relationship management skills.
- Strong project management skills.
- Close attention to detail and a high level of accuracy.
- Ability to multi-task and handle multiple priorities at any given time.
- An innovative and creative attitude.
- Ability to contribute to good working relationships among team members and across different groups.
Some of the ways we will help you feel valued and supported as part of our team
- Flexible working arrangements.
- 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, which include up to $5,000 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 two 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.
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
About Fidelity Canada
At Fidelity Canada, we’ve been committed to 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 striving to find new and better ways to help our clients.
Fidelity Canada is part of a broader group of companies, collectively known as “Fidelity Investments”, one of the world’s largest providers of financial services. We employ over 1,600 full-time employees in offices across the country, headquartered in Toronto with regional offices in Montreal, Calgary, and Vancouver.
Fidelity Canada is made up of two entities: Fidelity Investments Canada ULC (FIC) and Fidelity Clearing Canada ULC (FCC).
Follow us on Twitter, Instagram and Facebook: @FidelityCanada
Legal: bit.ly/2D1xMkS