Job Description

Please note:

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

Company Overview:

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:

Reporting to the VP Tax and Retirement Research the Director will generate and communicate educational and informative materials relating to tax retirement estate planning and other subject matter expert topics. Audiences will primarily be financial advisors and investors.

What You Will Do:

• Deliver clear and compelling tax retirement and estate planning insights to Fidelitys advisor clients investors and the general public through publications presentations and media interviewswith a particular emphasis on Frenchlanguage communications.
• Identify and research tax retirement estate planning and selected other issues relevant to Fidelitys business.
• Assist in the coordination and ensure consistency of communication of tax and retirement research through Fidelitys various sales channels

What Were Looking For:

• University degree or equivalent work experience
• 7 years of work experience related to taxation and investments
• A professional designation such as the CPA masters degree or equivalent (tax related preferred) is nice to have
• Deep knowledge of taxation particularly relating to the taxation of investments individuals small businesses and estate planning considerations.
• Strong written and verbal communications skills. Public speaking ability is critical to the role.
• Solid knowledge of mutual funds retirement issues estate planning frameworks and broader industry trends.

What You Bring:

• Exceptional communication skills analytical and technical knowledge; ability to articulate complex scenarios clearly and succinctly.
• Detail Oriented: take accountability to deliver on the key priorities of the business and build a clear plan to ensure success
• Proven ability to manage multiple priorities efficiently in a fastpaced environment.
• Advanced knowledge of middle- and back-office operations procedures and policies
• A proactive mindset ability to work independently and commitment to delivering highquality outputs under tight deadlines.
• Excellent time management skills with the ability to work under tight deadlines
• A dedication to excellence and continuous improvement.

Fidelity Benefits and Perks!

• Competitive total compensation package
• Opportunity to participate in Fidelity profit-sharing program
• Company contributes into your RRSP without a matching requirement from you
• Health benefits and coverage with no requirement for employee paid premiums including up to $5000 for therapy
• Health Care Spending Account
• TELUS Health Virtual Care app
• Health and Fitness Reimbursement
• Up to $650 for home office equipment
• Generous time off policy
• 2 paid days annually to volunteer
• Access to over 11000 training and development courses
• Tuition reimbursement
• Monetary awards for completing a required designation
• Annual dues reimbursement for professional designations
• Pregnancy/Parental/Adoption Leave - Fidelity will top-up to 100% of your salary for a period of25 weeks

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