Financial Analyst Job Toronto area,Ontario Canada,Finance & Banking

Description

Financial Analyst

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

This posting represents a future vacancy or multiple future vacancies within our organization.


Increase/decrease your Search Radius (miles)



Job Posting Language