Financial Analyst

Job Summary

We are looking for a Financial Analyst as part of the Finance team at Fidelity Canada. This regular, full‑time role is based at 483 Bay Street in Toronto until late 2026, after which the location will change to the new Mississauga office. Current work authorization for Canada is required. The position offers a flexible hybrid schedule within Fidelity’s dynamic working arrangement.

At Fidelity Canada, we have helped Canadian investors build better financial futures for more than 35 years. We offer a range of trusted investment portfolios and services to individuals and institutions and continue to grow our business into the future.

The Finance team is responsible for budgeting, management reporting and analysis, and special projects for Fidelity Investments Canada’s various business units. The team’s focus is to support business groups in achieving their objectives by identifying issues, recommending solutions, and providing financial transparency.

The Financial Analyst will manage business‑unit management reporting, budget‑cycle support, pricing/billing support, competitive analysis, and assist team members in meeting financial reporting requirements.

Key responsibilities include:

• Conduct and document moderate financial and economic analysis to support strategic decision‑making initiatives.
• Develop, manage, and regularly present an actionable reporting framework, including key success measures, scorecards, and recommendations of options or alternatives against potential risks.
• Ensure monthly and quarterly management reports are efficiently delivered and capture analysis of financial success against pre‑determined targets.
• Assist in the development of financial forecasts and related annual budgets.
• Identify and implement solutions that improve efficiency and effectiveness through elimination, simplification, and automation of processes.
• Build strong relationships with key stakeholders and management across the organization.
• Participate in special projects as required.

Post‑secondary degree with a focus on business (Accounting, Economics, Commerce) preferred or equivalent work experience. 1‑2 years of experience working in a finance department with experience in financial analysis, reporting, budgeting, and/or business planning required. Experience in the financial services industry is preferred. Completion of or working towards a financial/accounting designation (CPA, CMA, CGA) and/or CFA is a plus.

• Well‑organized, attentive to details, and capable of good time‑management.
• Team player with strong communication and presentation skills.
• Strong knowledge of Microsoft Excel and keen analytical skills.
• Ability to thrive in a fast‑paced environment and work well with all levels of the organization.

We believe exceptional work deserves exceptional recognition. Compensation and benefits for this role include:

• Base Salary and Discretionary Performance Bonus:
  Annual range of $68,000 to $90,000, based on experience and qualifications.
• RRSP Contribution:
  After 6 months of employment, full employer contribution with no employee matching required.
• Flexible working arrangements – 100% remote, hybrid, and in‑office options.
• Comprehensive health benefits with 100% employer‑paid premiums, including up to $6,000 annually for mental health services and therapy.
• Parental leave top‑up to 100% of 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 active Employee Resource Groups.
• Extensive professional development opportunities: access to over 11,000 training courses, tuition reimbursement, and monetary rewards for completing a required designation.

Fidelity Canada is an equal‑opportunity employer. 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 is available upon request for candidates taking part in the selection process.