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Fidelity Canada
Please noteCurrent 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.
The work location for this role is 483 Bay Street in Toronto until approximately late 2026 when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.
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
The Finance Business Unit (BU) Support team is responsible for budgeting, management reporting/analysis, and special projects for Fidelity Canada’s various business areas. The team’s main focus is to support these business areas 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 these internal client groups while meeting the needs and interests of all stakeholders. This role specifically supports the Advisor Distribution & National Accounts teams.
How You’ll Make An ImpactThe Finance Manager will be responsible for providing Finance support on larger projects of strategic or business importance by providing consulting, planning, and end-to-end business case support for these projects. This role will be required to build strong partnerships with business leaders and colleagues by providing appropriate financial stewardship, guidance, and strategic support.
This role will reside in the Finance department, specifically on BU Support team reporting to Manager, Finance (Business Support), while directly supporting projects and assignments relating to Business or Finance strategy or operations.
How You’ll Make An ImpactLead Business Case Development on behalf of Finance for strategic Business and Finance projects.
Ability to distill and convey complex subject matter in simple terms.
Ability to deliver effective presentations to senior management including the President, CFO, and Senior Executive Team.
Ability to develop end-to-end financial models, conduct sensitivity analysis and developing compelling insights for executive-level audiences.
Lead analysis and presentation efforts that drive strategic decision making.
Support Market, Industry, and Competitive research as requiredEvaluate macro industry dynamics as they relate to sales, and new business markets and opportunities under evaluation.
Determine mechanism for measuring competitive positioning and market share.
Identify and coordinate areas of cross-functional Finance support for business projects (e.g. Accounting, Tax, Analytics, Reporting).
Determine key stakeholders relating to new business opportunities and ensure relevant information is integrated into business cases and financial models.
Lead Business Planning and Forecast efforts across your responsible areas.
Successful identification and inclusion of relevant direct and indirect resources required for inclusion in long-term business plans.
Consolidate and analyze data from a wide variety of sources, working with multiple stakeholders within prescribed timelines to complete an accurate budget / forecastComplete sales planning and forecasting based on historical trends, industry analysis, and identified pipeline, ensuring alignment from both Finance & Sales executives.
Develop appropriate key performance indicators / success measures relating to projects and business cases and develop post implementation assessments against the relevant measures.
Participate on Project Team, Working Committee, or Steering Committees as FFinance leadDevelop Presentation / Reporting ContentIn partnership with Manager, Finance Business Unit Support, develop business cases and relevant analysis for new sales opportunities.
Provide recurring updates to senior executives and the Advisor Sales team on sales trends & resultsDesign new reports and analytics to address needs of the business and proactively anticipate future requirements, including monthly management reports.
What We’re Looking For4+ years’ experience working in Financial Analysis role within a Finance department.
University degree with a focus in Accounting, Business, Commerce, Economics, or related field or equivalent work experience.
Completion of a CPA (CA, CMA, CGA) or MBAThe following are considered an asset2+ years in Finance Manager or equivalent roleFinancial Services industry experiencePrevious experience with pricing strategy.
The Expertise You BringExcellent communication skills, both verbal and written.
Ability to create complex financial models and sensitivity analysis.
Strong financial and business acumen, being able to translate financial concepts into business terminology.
Demonstrated time management & project management fundamentals.
Ability to thrive in fast-paced environment where business conditions and projects continually change.
Advanced knowledge of Microsoft Applications, especially Excel, PowerPoint, and PowerBI.Strong organization and time management skills.
Experience working and collaborating with peers, managers, and leaders.
Ability to work effectively across multiple departments and partners, and within Finance.
Total Rewards That Reflect
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.
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.
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.
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