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 team is responsible for financial reporting & analysis, budgeting, billing, and capital oversight for Fidelity Canada’s various business units. The team’s main focus is to support these business groups 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 internal and external client groups while meeting the needs and interests of all stakeholders.

Your Opportunity The successful individual is an articulate and analytical financial professional who will utilize their technical skills to provide support to our Fidelity Wealth business, while managing the needs and interests of many stakeholders including senior management. As an integral member of the Finance team, you will be responsible for timely and accurate financial reporting, accurate billing and payment of commissions, performing analysis to assess our risk adjusted capital and working on various projects. You will be relied on as a resident expert and primary financial resource on all matters relating to regulatory reporting and controls.

What You Will Do

• Contributes to monthly and annual regulatory reporting requirements including Monthly Financial Reporting (MFR) and Year-End Form 1, ensures regulatory compliance and issues are resolved in a timely manner.
• Provide proactive support on capital requirements, including the completion of complex analysis and financial cases for new business development opportunities.
• Contributes for risk-adjusted-capital forecasts and budgeting, ensuring capital meets regulatory requirements, early warning tests and operating requirements.
• Documents, implements and tests internal control policies and procedures using a standard template for ease of reference by all Finance staff, ensuring the firm is current on regulatory rule changes.
• Contributes to the advisor commissions and payment calculations while also providing overall financial stewardship, and support for other ad hoc projects.
• Partner with colleagues in the business as well as Finance colleagues across the organization on all finance related initiatives relating to workflow, billing, and journal entries.

What We Are Looking For

• University degree with a business focus (Accounting, Economics, Commerce preferred) or equivalent work experience
• Minimum 2 years’ experience working in a financial analysis role within a finance department
• Financial Services, Broker/Dealer industry experience preferred
• General working knowledge of CIRO regulatory reporting requirements preferred
• Completion of or working towards a financial/accounting designation (CPA CA, CMA, CGA) and/or CFA or MBA is strongly preferred

What You Will Bring

• You have excellent communication skills both verbal and written
• You have experience developing financial models, conducting sensitivity analysis and developing compelling insights for executive-level audiences
• You can translate financial concepts into business terminology
• You are well-organized, attentive to detail, and capable of good time-management
• You have advanced knowledge of Microsoft applications, especially in Excel, PowerPoint and VBA
• You thrive in a fast-paced environment and work well with all levels of the organization

Current work authorization for Canada is required for all openings. Y ou will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement. 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