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 role reports directly to the Director of Finance Decision Support and demands a candidate with exceptional analytical acumen, interpersonal finesse, and strong influencing capabilities. The successful individual will lead a team of individual contributors, driving Finance’s strategic support for senior leadership – primarily within the Fidelity Investments Canada (FIC) distribution business. Key responsibilities include overseeing both regular and ad-hoc reporting and analysis of industry trends, business drivers, key performance indicators, and financial outcomes.

As a core support function for the CFO, President, and FIC Senior Executive Team, this position will spearhead the development of management and Board presentation materials, and play a pivotal role in the business planning process by defining and reporting on critical success metrics. Additionally, the individual will coordinate all ad-hoc decision support requests from the CFO and President, ensuring timely, accurate, and high-quality execution across the Finance organization.

What You Will Do:

• Lead financial reporting and analysis efforts, primarily for the Fidelity Investments Canada (FIC) distribution business
• Provide Board-level reporting and strategic support across all Fidelity Canada legal entities
• Champion process optimization by enhancing documentation and driving continuous improvement initiatives
• Contribute to the design and rollout of a new management reporting framework to elevate decision-making
• Support Fidelity Canada’s business planning cycle, with a strong focus on the FIC business unit
• Foster a high-performance culture through effective leadership, promoting efficiency, professionalism, and team engagement
• Take ownership of performance management and personal development to drive growth and excellence

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 required.
• University degree with a concentration in Business, Accounting, or Finance, or equivalent work experience.
• Post graduate designation CPA, 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 [email protected].

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

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