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Institutional Analyst
Fidelity Canada
- Toronto, Ontario, Canada
- Toronto, Ontario, Canada
About
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
This position's 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 team's 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
Experience
What We Are Looking For
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. 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 $85,000 to $96,000, 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.
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.
Some of the ways we'll 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 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.
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
Greater Toronto's Top Employers
Canada's Top Family-Friendly Employers
Canada's Top Employers for Young People
Great Place To Work Certified
Best Workplaces for Inclusion
Best Workplaces for Mental Wellness
Best Workplaces for Today's Youth
Best Workplaces for Women
Best Workplaces in Financial Services & Insurance
Best Workplaces in Ontario
Best Workplaces with Most Trusted Executive Teams
LinkedIn Top Companies in Canada
Human Resource Director (HRD) - Best Place To Work
HRD - 5-Star Benefit Program
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
Languages
- English
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