Finance Manager
Finance Manager
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Job Description
Job Description
Who We Are
At Fidelity weve 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 were 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 youll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. Youll have a wide range of opportunities to grow and develop your career in an inclusive environment where youll feel valued and supported to be your best both personally and professionally.
Role Overview:
The Finance team is responsible for business analysis and planning management reporting performance measurement and special projects for Fidelity Canadas various business units. The teams main focus is to support these business groups in achieving their objectives by identifying issues recommending solutions providing financial transparency and valueadded financial assessments. This is achieved by establishing strong relationships with these client groups while meeting the needs and interests of all stakeholders.
Your Opportunity
The Finance Manager will be responsible for providing Finance support on larger projectsof strategic business importance by providing consulting planning and endtoendbusiness case support for these projects. This role will be to build strongpartnerships with business leaders and colleagues by providing appropriate financialstewardship guidance and strategic support.
This role will reside in the Finance department specifically on the Emerging Distribution team reporting tothe VP Finance Emerging Distribution while directly supporting projects and assignmentsrelating to Business or Finance strategy and operations
What You Will Do
Lead complex financial and economic analysis in support of strategic decisionmaking initiatives with limited direction. Deliver analysis to senior management acting in the capacity of a business consultant with strong financial acumen.
Lead pricing analysis for emerging business opportunities this includes but not limited to market assessments researching industry trends and competitive results.
Conduct financial analysis valuation and cost of acquisition on market segments this includes an understanding of wealth management advice channels and roboadvisors.
Design develop and manage new reports and analytics including key success measures and scorecards for the strategic distribution channels supported. Proactively anticipate futurerequirements including management reports and key performance indicators.
Lead the annual business planning process while also providing overall financial stewardship expense management and support for other ad hoc projects.
Build positive relationships with key stakeholder and management across the organization.
What We are Looking For
- University degree with a business focus (Accounting Economics Commerce preferred)
- Minimum 4 years experience working in a financial analysis role within a finance department.
- Experience in a combination of the following: financial analysis and modeling valuation reporting strategic business planning budgeting and/or performance measurement.
- Ability to think outside the box and be curious to analyze results in a concise manner.
- Wealth Management RoboAdvisor and Financial Services industry experience preferred.
- Experience working in a regulated Dealer is preferred but not .
- Completion of or working towards a financial/accounting designation (CPA: CA CMA CGA) and/or CFA or MBA is strongly preferred
The Expertise You Bring
- You are wellorganized attentive to detail and capable of good timemanagement
- You are a team player with good communication and presentation skills
- You have a strong knowledge of Microsoft Excel and keen analytical skills
- You have experience working with Microsoft PowerPoint to create compelling materials for executivelevel audiences
- You thrive in a fastpaced environment and work well with all levels of the organization
- You exude leadership and are capable of tactfully influencing senior management
You will be working on a flexible hybrid schedule as part of Fidelitys 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 legallyprotected 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 .
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
Canadas Top 100 Employers
o Greater Torontos Top Employers
o Canadas Top FamilyFriendly Employers
o Canadas 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 Todays 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 5Star Benefit Program
o HRD 5Star Diversity & Inclusion Employer
Designations
Canadian Compassionate Companies Certified
Benefits Canadas Workplace Benefits Award Future of Work Strategy
TalentEgg National Recruitment Excellence Award Special Award for Diversity & Inclusion in Recruiting
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 legallyprotected 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 .
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
Canadas Top 100 Employers
o Greater Torontos Top Employers
o Canadas Top FamilyFriendly Employers
o Canadas 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 Todays 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 5Star Benefit Program
o HRD 5Star Diversity & Inclusion Employer
Designations
Canadian Compassionate Companies Certified
Benefits Canadas Workplace Benefits Award Future of Work Strategy
TalentEgg National Recruitment Excellence Award Special Award for Diversity & Inclusion in Recruiting
Canadian HR Reporters Most Innovative HR Team
Required Experience:
Manager
Employment Type
Full-Time
