Job Description

Please note:

• Current 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.

Company Overview:

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.

Role Overview:

Reporting to the VP, Tax and Retirement Research, the Director will generate and communicate educational and informative materials relating to tax, retirement, estate planning, and other "subject matter expert" topics. Audiences will primarily be financial advisors and investors.

What You Will Do:

• Deliver clear and compelling tax, retirement, and estate planning insights to Fidelity’s advisor clients, investors, and the general public through publications, presentations, and media interviews—with a particular emphasis on French‑language communications.
• Identify and research tax, retirement, estate planning, and selected other issues relevant to Fidelity's business.
• Assist in the coordination and ensure consistency of communication of tax and retirement research through Fidelity's various sales channels

What We’re Looking For:

• University degree or equivalent work experience
• 7+ years of work experience related to taxation and investments
• A professional designation such as the CPA, masters degree or equivalent (tax related preferred) is nice to have
• Deep knowledge of taxation, particularly relating to the taxation of investments, individuals, small businesses and estate planning considerations.
•  Strong written and verbal communications skills. Public speaking ability is critical to the role.
•  Solid knowledge of mutual funds, retirement issues, estate planning frameworks and broader industry trends.

What You Bring:

• Exceptional communication skills, analytical and technical knowledge; ability to articulate complex scenarios clearly and succinctly.
• Detail Oriented: take accountability to deliver on the key priorities of the business and build a clear plan to ensure success
• Proven ability to manage multiple priorities efficiently in a fast‑paced environment.
• Advanced knowledge of middle- and back-office operations, procedures, and policies
• A proactive mindset, ability to work independently, and commitment to delivering high‑quality outputs under tight deadlines.
• Excellent time management skills with the ability to work under tight deadlines
• A dedication to excellence and continuous improvement.

Fidelity Benefits and Perks!

• Competitive total compensation package
• Opportunity to participate in Fidelity profit-sharing program
• Company contributes into your RRSP, without a matching requirement from you
• Health benefits and coverage, with no requirement for employee paid premiums, including up to $5000 for therapy
• Health Care Spending Account
• TELUS Health Virtual Care app
• Health and Fitness Reimbursement
• Up to $650 for home office equipment
• Generous time off policy
• 2 paid days annually to volunteer
• Access to over 11,000 training and development courses
• Tuition reimbursement
• Monetary awards for completing a required designation
• Annual dues reimbursement for professional designations
• Pregnancy/Parental/Adoption Leave - Fidelity will top-up to 100% of your salary for a period of 25 weeks

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