Job Description

Please note:

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

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.

The Opportunity:

This position reports to the Director, Finance Decision Support, and requires an individual with strong analytical, interpersonal and influencing skills. This individual will be responsible for managing a team of analysts towards leading Finance's support of senior management primarily for the FIC distribution business, including the regular and ad-hoc reporting and analysis of industry trends, the company’s business drivers, key performance indicators and financial results. As a primarily support arm for the CFO, President, and FIC Senior Executive Team, this will include leading the generation of management and Board support materials and supporting the business planning process through definition and reporting of key success measures. The individual is also responsible for co-ordination of all CEO/CFO decision support requests for the Finance group to ensure timely and accurate execution, and for managing necessary change management initiatives through the department’s FIN25 efficiency initiative.

What You Will Do:

• Financial Reporting and Analytics for Fidelity Investments Canada
• Board Reporting and Support for all Fidelity Canada legal entities
• Focus on Process and Documentation, while leading process improvement and efficiency efforts
• Assist with the development and implementation of a new Management Reporting Strategy/Framework
• Support the Fidelity Canada Business Planning, with emphasis on the Fidelity Investments Canada business unit
• Provide leadership that helps improve level of efficiency, effectiveness, professionalism and staff engagement
• Manage Performance and Self Development

The Expertise You Bring:

• Analysis, Problem Solving, and Creative Thinking
  • Creation and distribution of continuously evolving management reporting that reflects the current and emerging business trends, and drives thought leadership (new analyses to Senior Executive Team)
• Communication, Presentation, and Project Management Skills
  • Regularly updates staff and business partners on work and organizational changes
  • Leads complex, large scale projects
  • Manages individuals and teams to achieve defined project objectives
• Industry/Business Expertise
  • Understanding of company products, services, customers, and marketing
  • Gains broad business experience and utilizes it to influence business decision making
• Drive for Results
  • Demonstrating personal ownership and accountability for delivering on commitments
• Builds Key Partnerships
  • Working effectively across groups and fostering collaboration across teams
• Team Builder
  • Actively coach team members
  • Gives teams the authority and resources they need to do their work

What We’re Looking For:

• 5+ years of progressive experience in financial management required.
• Leadership and Management skills.
• University degree with a concentration in Business, Accounting, or Finance, or equivalent work experience
• Post graduate designation CPA (CA, CMA, CGA) MBA, or equivalent required
• Experience in financial services industry is an asset

Internal applicants should submit their application by 6:59 PM on October 31, 2025.

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