Financial Analyst

Fidelity Canada; Toronto; Hybrid; CAD 55,000 - 80,000; Full time

Job summary

Join a forward-thinking company that has been a leader in the financial services sector for over 35 years. As part of a diverse team, you will contribute to strategic decision-making through financial analysis and reporting. This dynamic role offers the chance to develop your skills in a supportive environment that values innovation and collaboration. You will work closely with various stakeholders, ensuring efficient reporting and financial transparency. If you thrive in a fast-paced setting and are eager to make a difference, this opportunity is perfect for you.

Qualifications

• 1-2 years of experience in finance with a focus on analysis and reporting.
• Completion of or working towards CPA, CFA, or MBA is preferred.

Responsibilities

• Conduct financial analysis to support strategic decision-making.
• Develop and present actionable reporting frameworks.
• Assist in financial forecasts and annual budgets.

Skills

Financial Analysis

Reporting

Budgeting

Communication Skills

Problem-Solving

Microsoft Excel

Education

University/College Degree in Business

Financial/Accounting Designation (e.g. CPA)

CFA or MBA

Job description

Job Description

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 expertly.

Business Overview

The Finance team is responsible for budgeting, management reporting and analysis and special projects for Fidelity Investments Canada’s various business divisions. The team’s focus is to support these business groups in achieving their objectives by identifying issues, recommending solutions, providing financial transparency and value-added financial assessments. This is achieved by establishing strong ties with these client groups while meeting the needs and interests of all stakeholders.

What You Will Do

• Conducts and documents moderate financial and economic analysis in support of strategic decision-making initiatives under direct supervision

• Develops, manage , and regularly presents an actionable reporting framework, including key success measures, management/executive reporting, and Board reporting

• Ensure assigned standard reporting responsibilities are efficiently delivered and continuously improved

• Ensures monthly and quarterly management reports are efficiently delivered and collect analysis of financial success against pre-determined targets

• Assist in the development of financial forecasts and related annual budgets

• Identify and implement solutions which improve efficiency and effectiveness through the elimination, simplification, and automation of processes

• Build positive relationships with key stakeholder and management across the organization

• Participate in special projects as required

What We’re Looking For

• University/College Degree, with a focus in business (Accounting, Economics, Commerce, or Mathematics/Statistics) or equivalent experience

• 1-2 years of experience working in a finance department with experience in financial analysis, reporting, budgeting and/or business planning required

• Financial Services industry experience is an asset

• Completion of or working towards a financial/accounting designation ( e.g. CPA) and/or CFA or MBA is preferred

What You Will Bring

• Excellent analysis and problem-solving skills

• Strong communication and presentation skills

• Ability to plan projects, coordinate time requirements and manage personal work to deadlines

• You have a solid understanding of Microsoft Excel and keen analytical skills.

• Ability to establish effective business relationships

• An innovative and creative attitude

• Ability to contribute to good working relationships among team members and across different groups

• You thrive in a fast-paced environment and work well with all levels of the organization

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

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 [e-mail] .

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

• Canada's Top 100 Employers
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young People

• Great Place To Work Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today's Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

• LinkedIn Top Companies in Canada

• Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion Employer

Designations
• Canadian Compassionate Companies – Certified
• Benefits Canada's Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter's Most Innovative HR Team