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 expertly.

Business Overview  

This position will be part of the Corporate Accounting and Controllership team, reporting to the Director, Finance and Corporate Accounting.  The team is responsible for providing corporate accounting and controllership support to the Fidelity Joint Venture structure and entities within this structure.

What You Will Do

• Support implementation and future development of billing system that supports wealth operations.  Future development could include changes for new products, fee structures, new revenue streams.
• Implement and drive new processes surrounding wealth revenue and billing operations in areas that include, but are not limited to: monthly review of billings and revenue, reconciliation processes surrounding accuracy of billing and revenue, accurate calculation of third party fee payments.
• Develop and deliver timely reporting around revenue and client analytics that will aid management in decision making.
• Engage pro-actively in control design and implementation activities that mitigate risk.
• Identify and implement solutions which improve efficiency and effectiveness through the elimination, simplification, and automation of processes.
• Build positive relationships with key stakeholders and management across the organization.
• Participate in special projects as required.

What We’re Looking For

• University/College Degree, with a focus in business (Accounting, Economics, Commerce, or Mathematics/Statistics) or equivalent experience
• 2-3 years of experience working in an analytical role with a focus on finance operations is an asset.
• Wealth and/or asset management industry experience is an asset.
• Completion of or working towards a financial/accounting designation (e.g. CPA) and/or CFA or MBA is preferred

What You Will Bring:

• You are well-organized, attentive to details, and capable of good time-management.
• You are a team player with good communication and presentation skills.
• You have a strong knowledge of Microsoft Excel and keen analytical skills.
• You thrive in a fast-paced environment and work well with all levels of the organization.

You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.

Current work authorization for Canada is required for all openings.

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