Job Description

Please Note:

• Current work authorization for Canadais required for all openings.
• You will be working on ahybrid scheduleas part of Fidelitys dynamic working arrangement.
• This is aregular full-time opportunity.

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.

How Youll Make an Impact:

This positions core goal is to provide our Distribution team with the highest level of service possible leading to new investment mandates and outstanding asset retention. The Institutional Analyst acts as the central hub for all RFPs and provides support for both consultant databases and customized client reporting. Delivering on these requires an ability to work under pressure high attention to detail excellent communication skills and an ability to build strong relationships with internal partners as well as global peers.

What You Will Do:

• Requests for Proposal (RFPs)
  • Respond to RFPs within service level standard and teams best practices
• Consultant Databases
  • Populate Fidelity data into consultant databases accurately and within deadlines
  • Work with partners to ensure data and messaging are regularly reviewed
  • Respond accurately and promptly to ad-hoc information requests from Distribution team
• Customized Client Reporting Support
  • Prepare and distribute monthly and quarterly reporting for institutional clients
• Relationship Management
  • Build and maintain strong relationships with internal business partners as well as partners outside of Canada
• Product Knowledge
  • Maintain a sound level of institutional product knowledge

What We Are Looking For:

Experience:

• 1 year of experience in the financial services industry required
• Experience with responding to RFPs and database knowledge required
• Salesforce experience is an asset

Education:

• University degree with a strong financial background or equivalent work experience
• Progressing towards the CFA is an asset.

The Expertise You Bring:

• Bilingualism in French/English is an asset.
• Ability to work in a fast paced environment with tight deadlines
• High attention to detail including accuracy writing style and presentation
• Excellent verbal and written communication skills
• Strong analytical skills

Total Rewards That Reflect Your Impact

We believe exceptional work deserves exceptional recognition. Thats why we offer a competitive compensation package designed to support your success todayand your financial well-being tomorrow.

For this role your total rewards include:

• Base Salary and Discretionary Performance Bonus: A competitive annual range of $85000 to $96000 based on your experience and qualifications.
• RRSP Contribution: After 6 months of employment we invest in your future with an RRSP contributionno employee matching required.

Were proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organizationan opportunity to step into a role where your talents will make a meaningful difference.

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