Company Info

At Fidelity, we’ve 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 we’re 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 you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best – both personally and professionally.

Job Description

You will be working on a predefined hybrid schedule as part of Fidelity’s dynamic working arrangement. Current work authorization for Canada is required for all openings.

The Investment Analyst will provide sales, marketing, and portfolio managers with product analysis, expertise, and content for market and regulatory communications.

Job Responsibilities

How You’ll Make an Impact

• Build, maintain and communicate a expert level of knowledge on assigned strategies (Funds/ETFs) and the capital markets in which they invest
• Build and maintain strong working relations with assigned investment staff, retail sales team, marketing, and institutional teams.
• Products are fully-supported with content, communications and messages aligned with FIC’s overall business and sales objectives
• Ensure that assigned Funds/ETFs are optimally positioned for success
• Support sales team members on ad hoc queries for product information and training
• Assist in the development and analysis of thought leadership pieces
• Conduct competitor research and maintain strong understanding of competitor funds based on your Fund/ETF coverage
• From time to time, participate in client interactions on assigned strategies

Qualifications

What We’re Looking For

• Completion of a University degree in a business related subject or equivalent experience
• Completion of CAIA (Chartered Alternative Investment Analyst), CFA designation or Master’s degree is an asset
• 2 – 5 years of investment market expertise

What You’ll Bring

• Excellent analytical, writing, oral communication,  presentation and interpersonal skills
• Ability to take initiative, work independently and handle multiple tasks
• Excellent time management skills with the ability to work under tight deadlines with commitment to excellence.

• Proficient in Microsoft Word, Excel and PowerPoint. Working knowledge of VBA is an asset but is not required.

Additional Information

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 FidelityCanadaStaffing@fidelity.ca.

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

• Canada’s Top Family-Friendly Employers 2023 (7th consecutive year)
• Canada’s Top 100 Employers 2023 (7th consecutive year)
• Greater Toronto’s Top Employers 2023 (10th consecutive year)
• Canada’s Top Employers for Young People 2023
• Venngo Healthy Workplaces Award Workplace Benefits Awards – Health and Wellness Program
• HRDC Best Places to Work 2023
• HRDC 5-Star Diversity & Inclusion Employer
• HRDC 5-Star Benefit Program 2023

Designations

• A Canadian Compassionate Company
• Great Place to Work (Dec 2022 – Nov 2023)
• Best Workplaces for Women 2023 by Great Place to Work