Financial Analyst

Financial Analyst

Please Note:

• Current work authorization for Canada is required for all openings.
• You will be working on a hybrid schedule as part of Fidelity's dynamic working arrangement.
• This is a regular, full-time opportunity.

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:

Reporting to the Manager Finance Decision Support, you will be responsible for financial management reporting, financial analysis, performance assessment and forecasting with an overriding objective of driving the business forward.

What You Will Do:

Financial Analysis and Decision Support

• Responsible for conducting and documenting moderate to complex financial and economic analysis projects to help drive business decisions
• Provide financial analysis and/or pricing support for emerging business opportunities, trends, and financial results
• Identify key drivers, isolate noise in in large datasets related to industry, market, and financial data.
• Participate in customer profitability and cost allocation process

Business Planning, Budgeting, and Financial Reporting

• Develop, manage, and regularly present a reporting framework, including key success measures and scorecards for the business units supported
• Determine need for existing or new reports. Design new reports and frameworks to address needs of business and proactively anticipates future requirements.
• Plays a significant role in annual budget and business planning process

Focus on Process

• Manages a process of high quality and efficiency standards, and determines the necessary inputs and outputs to meet customer needs
• Constantly assesses for improvement opportunities. Takes ownership for ensuring all work and processes are documented

What We Are Looking For:

Experience

• More than 1 year of experience working in a financial analyst role within a finance department required
• Experience in financial analysis and modeling, reporting, budgeting, and/or business planning required
• Financial services industry experience preferred

Education

• University degree, with a focus in business (Accounting, Economics, Commerce, or Mathematics/Statistics preferred) or equivalent work experience.

Licenses:

• Completing of or working towards a financial/accounting designation (CA, CMA, CGA) and or CFA or MBA

The Expertise You Bring:

• Great analysis and problem-solving skills, with the ability to work in a fast-paced environment while providing high-quality results
• Strong communication and presentation skills
• Project management skills
• Ability to balance precision with speed
• An understanding of the industry/market, with a broader understanding of multiple lines of business
• Advanced proficiency with Microsoft Excel required
• Power BI or equivalent data visualizations experience required

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 : A competitive annual range of $68,000 to $90,000 , based on your experience and qualifications.

• RRSP Contribution : After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required

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

•    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