Job Description

Investment Associate

Please note:

• Current work authorization for Canada is required for all openings.
• This is a regular fulltime role.
• You will be working on a flexible hybrid schedule as part of Fidelitys dynamic working arrangement.

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 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.

The Opportunity:

The Investment Associate will support the ETF & Alternative Strategists by generating investment and capital markets content to provide FIC Sales colleagues. The Investment Associate will provide product expertise investment perspectives competitive intelligence and information & analysis to support the sales of FICs ETF and Alternative strategies. The Investment Associate will support sales efforts with product analysis ETF/Alt education and content for marketing.

What You Will Do:

Strategist and Sales support:

• Ensure Strategists are fully supported with content communications and messages aligned with FIC overall business and sales objectives.
• Collaborate with Strategists Marketing Sales and other internal partners in the development of materials for ETF and Alternative solutions.
• Support Strategist in the development and analysis of thought leadership pieces and highquality product commentaries.
• Provide Strategists with support for marketing and client interactions.
• Support Strategists and sales team members with ad hoc queries for product information.
• Responsible for liaising with key partners to assist with internal approval processes when required; includes legal & compliance and marketing.

Build maintain and communicate an expert level of knowledge on Fidelitys ETF and Alternative products and the capital markets in which they invest:

• Develop and maintain expert knowledge of FICs ETF and Alternative product line strengths and weaknesses.
• Maintain accurate product positioning on the dimensions style process product attributes and characteristics.
• Demonstrate market and competitive investment expertise. Stay on top of current capital markets events impacting our products

Build and maintain working relations with ETF & Alternative Strategists retail sales teams and marketing partners:

• Demonstrate strong support for Strategists and FIC business.
• Demonstrate a high level of internal client service with timely and appropriate responses to all reasonable sales team member requests for information on our products.
• Positive feedback by the Strategists Sales and internal partners regarding timely and investment analysis and support with capital market content.

What Were Looking For:

• Undergraduate university degree with a focus in Finance preferred or equivalent work experience
• 12 years of relevant investment industry experience
• Progressing towards a CFA designation

Internal applicants should submit their application by 6:59 pm EST on Friday April 4 2025.

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