Financial Analyst Sr

Job Description

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

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.

As the Financial Analyst Sr within the Emerging Distribution team, you will be reporting to the VP, Finance, and be a key contributor to complete the financial business cases for new initiatives and products, providing competitive and market analysis, sensitivity analysis, business planning, performance measurement and scorecards, and will be relied on as the resident expert and primary financial resource on all matters relating to financial support of the firm's emerging distribution opportunities.

• Provide proactive support of new distribution initiatives from a financial perspective, including the completion of complex analysis and financial business cases for all new product opportunities.
• Develop appropriate Key Performance Indicators / success measures for initiatives and develop post implementation assessments against the relevant measures.
• Design new reports and analytics to address needs of the business and proactively anticipate future requirements, including management reports.
• Partner with colleagues in Emerging Distribution channels as well as Finance colleagues across the organization on all business cases, product and pricing related manners, competitive intelligence, market opportunity, and positioning.
• Provide support to the Legal department regarding regulatory documents filings to ensure all obligations are fulfilled and expected timelines are met.
• Lead various value enhancing initiatives as directed by the firm's various committees, including analysis and presentation of the firm's market opportunity against performance by developing appropriate market share metrics/drivers, conducting gap analysis, and other initiatives as needed.
• Lead the annual business planning process for new initiatives supporting emerging distribution channels, while providing overall financial stewardship, expense management, and support for other ad hoc projects.
• Proactively seek out opportunities to drive the business forward.

Minimum 2-4 years of experience working in a finance department with a minimum of 2 years' experience in financial analysis and modeling, reporting, budgeting, and/or business planning (financial services industry experience preferred)

University degree with a focus in business (accounting, economics, commerce, finance or mathematics / statistics preferred) or equivalent work experience

CPA (CA, CGA, CMA) designation preferred (or working towards or completed other professional designations such as CFA, or MBA)

Excellent communication skills with the ability to translate complicated financial…