Financial Analyst Sr

Job Description

Please note:

• Current work authorization for Canada is required for all openings
• You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement
• The work location for this role is 483 Bay Street in Toronto until approximately late 2026 when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

Who We Are

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.

How You’ll Make an Impact

As the Financial Analyst Sr within the Emerging Distribution team, you will be reporting to the VP, Finance, and be a key contributor to complete the financial business cases for new initiatives and products, providing competitive and market analysis, sensitivity analysis, business planning, performance measurement and scorecards, and will be relied on as the resident expert and primary financial resource on all matters relating to financial support of the firm’s emerging distribution opportunities.

Primary Responsibilities:

• Provide proactive support of new distribution initiatives from a financial perspective, including the completion of complex analysis and financial business cases for all new product opportunities.
• Develop appropriate Key Performance Indicators / success measures for initiatives and develop post implementation assessments against the relevant measures.
• Design new reports and analytics to address needs of the business and proactively anticipate future requirements, including management reports.
• Partner with colleagues in Emerging Distribution channels as well as Finance colleagues across the organization on all business cases, product and pricing related manners, competitive intelligence, market opportunity, and positioning.
• Provide support to the Legal department regarding regulatory documents filings to ensure all obligations are fulfilled and expected timelines are met.
• Lead various value enhancing initiatives as directed by the firm’s various committees, including analysis and presentation of the firm’s market opportunity against performance by developing appropriate market share metrics/drivers, conducting gap analysis, and other initiatives as needed.
• Lead the annual business planning process for new initiatives supporting emerging distribution channels, while providing overall financial stewardship, expense management, and support for other ad hoc projects.
• Proactively seek out opportunities to drive the business forward.

What We’re Looking For:

• Minimum 2-4 years of experience working in a finance department with a minimum of 2 years’ experience in financial analysis and modeling, reporting, budgeting, and/or business planning (financial services industry experience preferred)
• University degree with a focus in business (accounting, economics, commerce, finance or mathematics / statistics preferred) or equivalent work experience
• CPA (CA, CGA, CMA) designation preferred (or working towards or completed other professional designations such as CFA, or MBA)
• Excellent communication skills with the ability to translate complicated financial concepts into business terminology and effectively present to senior management.
• Ability to manage relationships across the full spectrum of management levels.
• Ability to influence/convince others, adapt recommendations/presentations to suit a particular audience and respond to questions/objections successfully.

The Expertise You Bring

• Strong attention to detail and sense of accountability to follow-up on issues.
• Excellent written and verbal communication skills.
• Willingness to take on challenges with a positive attitude.
• Highly motivated attitude and eagerness to learn.
• Ability to organize and prioritize workload and work under strict deadlines.
• Independent decision making and capacity to influence others.
• Advanced level of MS Excel.
• Ability to address and resolve conflicts confidently.
• Superior customer service focus.
• Overtime will be required during month-end period.

Some of the ways we’ll help you feel valued and supported as part of our team:

• Flexible working arrangements that vary based on role requirements

• 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 $6000 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 11,000 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 Canada’s Top 100 employers for the last five years.

Total Rewards That Reflect Your Impact

We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well-being tomorrow.

For this role, your total rewards include:

• Base Salary and discretionary Performance Bonus: Total annual cash compensation (base salary plus target bonus) ranges from $90,000 to $113,000 based on experience and qualifications
• RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.

We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.

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

We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process as well as an AI screening tool that assists in screening and assessing applications. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions.

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 [email protected].

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 100 Employers
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's 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 Today's 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 Canada's Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter's Most Innovative HR Team