Job Description

Please note:

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

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.

The Opportunity:

This role reports directly to the Director of Finance Decision Support and demands a candidate with exceptional analytical acumen interpersonal finesse and strong influencing capabilities. The successful individual will lead a team of individual contributors driving Finances strategic support for senior leadership primarily within the Fidelity Investments Canada (FIC) distribution business. Key responsibilities include overseeing both regular and ad-hoc reporting and analysis of industry trends business drivers key performance indicators and financial outcomes.

As a core support function for the CFO President and FIC Senior Executive Team this position will spearhead the development of management and Board presentation materials and play a pivotal role in the business planning process by defining and reporting on critical success metrics. Additionally the individual will coordinate all ad-hoc decision support requests from the CFO and President ensuring timely accurate and high-quality execution across the Finance organization.

What You Will Do:

• Lead financial reporting and analysis efforts primarily for the Fidelity Investments Canada (FIC) distribution business
• Provide Board-level reporting and strategic support across all Fidelity Canada legal entities
• Champion process optimization by enhancing documentation and driving continuous improvement initiatives
• Contribute to the design and rollout of a new management reporting framework to elevate decision-making
• Support Fidelity Canadas business planning cycle with a strong focus on the FIC business unit
• Foster a high-performance culture through effective leadership promoting efficiency professionalism and team engagement
• Take ownership of performance management and personal development to drive growth and excellence

The Expertise You Bring:

• Analysis Problem Solving and Creative Thinking
  • Creation and distribution of continuously evolving management reporting that reflects the current and emerging business trends and drives thought leadership (new analyses to Senior Executive Team)
• Communication Presentation and Project Management Skills
  • Regularly updates staff and business partners on work and organizational changes
  • Leads complex large scale projects
  • Manages individuals and teams to achieve defined project objectives
• Industry/Business Expertise
  • Understanding of company products services customers and marketing
  • Gains broad business experience and utilizes it to influence business decision making
• Drive for Results
  • Demonstrating personal ownership and accountability for delivering on commitments
• Builds Key Partnerships
  • Working effectively across groups and fostering collaboration across teams
• Team Builder
  • Actively coach team members
  • Gives teams the authority and resources they need to do their work

What Were Looking For:

• 5 years of progressive experience in financial management required.
• Leadership and Management skills required.
• University degree with a concentration in Business Accounting or Finance or equivalent work experience.
• Post graduate designation CPA MBA or equivalent required.
• Experience in financial services industry is an asset.

Internal applicants should submit their application by 6:59 PM on October 31 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 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