Job Specifications
Job Description
Financial Analyst
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
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
Experience
What We Are Looking For
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.
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 FidelityCanadaStaffing@fidelity.ca.
No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised
About the Company
At Fidelity Canada, we've been committed to 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 striving to find new and better ways to help our clients.
Fidelity Canada is part of a broader group of companies, collectively known as "Fidelity Investments", one of the world's largest providers of financial services. We employ over 1,600 full-time employees in offices across the count...
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