Sales T&E Analyst

Job Description

Sales T&E (Travel & Entertainment) Analyst

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.
• This is a full-time regular opportunity.
• 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

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.

Reporting to the Manager, Sales
- Travel & Entertainment (T&E), the Analyst is to gather all travel and entertainment expenses for the Wholesalers, Inside Wholesalers and Sales Associates and enter them into the Travel and Expense system (Concur), as well as the contact management system, Salesforce, in a timely and accurate manner.

• Prepare and remit monthly travel and entertainment expense reports on behalf of the Sales teams
• Liaise and build effective relationships with the Sales teams and other internal departments
• Build monitoring/trending reports and provide support to Manager, Sales T&E

• Post-secondary education or equivalent work experience required.
• More than 3 months of experience in an administrative role, preferably in a sales environment required.
• Experience in the financial services/mutual fund industry.
• IFIC course or Canadian Securities Course (CSC) is an asset.
• Knowledge of NI 81-105 is an asset.

• Excellent writing, oral communication, and analytical skills.
• Team player and can work independently with various individuals from different business units.
• Excellent organizational skills and attention to detail.
• Strong knowledge of MS Office (Word, Excel, PowerPoint, Outlook), Adobe Acrobat.
• Experience with Salesforce is required.
• Ability to work in a fast-paced environment with minimal supervision.

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 $54,000 to $71,000 , based on your experience and qualifications
• RRSP Contribution:
  After 6 months of employment, we invest in your future with an RRSP contribution with no employee matching required

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

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 $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…