Job Description

Business Overview:

The Finance team is responsible for budgeting, management reporting and analysis and special projects for Fidelity Investments Canada’s various business units.  The team’s main focus is to support Emerging Distribution (Investly, Private Wealth, Wealth) in achieving their objectives by identifying issues, recommending solutions, providing financial transparency and value-added financial assessments. This is achieved by establishing strong ties with these client groups while meeting the needs and interests of all stakeholders.

The Purpose of the Role:

The Financial Analyst is responsible for business unit management reporting, budget cycle support, pricing/billing support, competitive analysis, and assisting team members in meeting financial reporting requirements.

Primary Responsibilities:

• Conducts and documents moderate financial and economic analysis in support of strategic decision-making initiatives under direct supervision.
• Develops, manages and regularly presents an actionable reporting framework, including key success measures, scorecards for the business unit(s) supported, and recommendations of options or alternatives against potential risks.
• Ensures monthly and quarterly management reports are efficiently delivered and capture analysis of financial success against pre-determined targets.
• Assist in the development of financial forecasts and related annual budgets.
• Identify and implement solutions which improve efficiency and effectiveness through the elimination, simplification, and automation of processes.
• Build strong relationships with key stakeholder and management across the organization.
• Participate in special projects as required.

What We’re Looking For:

• Post-Secondary degree with a focus on business (Accounting, Economics, Commerce) preferred or equivalent work experience
• 1-2 years of experience working in a finance department with experience in financial analysis, reporting, budgeting and/or business planning required.
• Experience working in the Financial Services industry is preferred.
• Completion of or working towards a financial/accounting designation (CPA: CA, CMA, CGA) and/or CFA.

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.

Current work authorization for Canada is required for all openings

You 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 [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