Current work authorization for Canada is required for all openings.
You will be working on a 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.
What Youll Do
We are looking for a forward-thinking Director Customer Journey Strategy to join Fidelity Investments this high-impact leadership role you will define and deliver customer-first strategies that turn digital vision into measurable business outcomes. You will orchestrate end-to-end journeys on web and mobile across emerging businesses (Investly Wealth Private Wealth) and across investor segments. You will fluently understand and optimize metrics such as Customer Lifetime Value (CLV) onboarding engagement and retention.
How Youll Make an Impact
Strategic Leadership
Build and own Fidelity Canadas customer journey strategy and multi-year roadmap.
Translate growth objectives into prioritized lifecycle journeys and personalization strategies.
Partner with senior leaders to align customer experience strategies with enterprise business goals.
Journey Orchestration & Delivery
Design and optimize personalized journeys across web mobile push notifications email paid media and personalization.
Oversee and scale agile operating models (intake prioritization iterative delivery) to accelerate execution against business goals.
Focus on high-value lifecycle moments removing friction and improving customer engagement to achieve business goals.
Technology & Data Enablement
Collaborate with MarTech IT and analytics partners to leverage platforms and data for journey orchestration at scale.
Govern delivery processes and ensure customer journey platforms support business priorities.
Use data-driven insights and experimentation frameworks (A/B testing journey analytics) to continuously improve outcomes.
People Leadership
Lead and develop a high-performing team of strategists delivery managers and digital insights professionals.
Foster a culture of innovation accountability and continuous improvement.
Equip the team with the tools and skills to stay ahead of evolving digital and customer engagement trends.
What Were Looking For
710 years in digital strategy customer experience or lifecycle marketing.
3 years leading high-performing teams in complex fast-paced organizations.
Proven leadership overseeing high-volume digital programs and cross-functional teams managing concurrent fast-paced initiatives across web mobile email and paid media channels.
A technology-first and data-enabled mindsetexperienced in using automation AI CDPs and marketing technology stacks to achieve operational scale decisioning intelligence and experience personalization.
Proven success delivering integrated cross-channel customer journey strategies.
Strong expertise in customer lifetime value growth lifecycle marketing and digital personalization.
Deep knowledge of MarTech platforms such as journey orchestration platforms including related platforms such as CRM CDP and analytics.
Hands-on experience working within and overseeing agile delivery models (scrum etc.).
Excellent influencing communication and executive stakeholder management skills.
Strong data literacy with the ability to translate insights into business action.
Experience in financial services fintech or wealth management is a strong asset.
What Were Looking For
University Degree in a related field (Marketing Communications Journalism English) or equivalent experience
Canadian Securities Course (CSC) Agile Product Management ( ie CSPO) Certified ScrumMaster ( CSM ) or PMI Agile Certified Practitioner (PMIACP) or Project Management Professional (PMP) would ben asset.
Certifications for marketing technology platforms (e.g. Adobe Experience Platform certifications Google Ads Tag Management Systems) is a strong asset.
Some of the ways well help you feel valued and supported as part of our team:
Flexible working arrangements - 100% remote hybrid and in office options
Competitive total compensation including company contributions to your group RRSP without a matching requirement from you
Comprehensive health benefits that start on your first day with 100% employer-paid premiums that include up to $5000 annually for mental health services and therapy
Parental leave top-up to 100% of your salary for a period of 25 weeks
Up to $650 for home office equipment
Generous time off policy including 2 paid days annually to volunteer at a charity of your choice
Diversity and inclusion programs including an active network of Employee Resource Groups
Extensive professional development opportunities including access to over 11000 training and development courses tuition reimbursement and monetary rewards for completing a required designation
We care a lot about fostering a compassionate people-centric culture and are proud to have been named one of Canadas Top 100 employers for the last five years.
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 .
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 Family-Friendly 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 - 5-Star Benefit Program
o HRD - 5-Star 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:
Director
Fidelity Investments offers Financial Planning and Advice, Retirement Plans, Wealth Management Services, Trading and Brokerage services, and a wide range of investment products including Mutual Funds, ETFs, Fixed income Bonds and CDs and much more.