Financial Analyst Sr

Fidelity Canada; Toronto; Hybrid; CAD 130,000 - 150,000; Full time

Job summary

Fidelity Canada is seeking a Senior Financial Analyst to enhance financial management reporting and provide analytical support in investment management. This full-time position offers a flexible hybrid work environment. The ideal candidate will have strong analytical skills, excellent communication abilities, and a CPA designation preferred. Join a dedicated team committed to supporting financial strategies across various business units.

Qualifications

• 3+ years of experience in finance, with a focus on analysis and modeling.
• Strong ability to present financial insights to executive-level audiences.
• Familiarity with financial services industry preferred.

Responsibilities

• Support investment management with analytical reporting and financial oversight.
• Facilitate budgeting processes and manage cost allocation, ensuring data accuracy.
• Develop key performance indicators and conduct post-implementation assessments.

Skills

Financial analysis

Financial modeling

Communication

Detail-oriented

Time management

Education

CPA designation preferred

University degree in business or finance

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Join to apply for the Financial Analyst Sr role at Fidelity Canada

Join to apply for the Financial Analyst Sr role at Fidelity Canada

• Current work authorization for Canada is required for all openings.
• This is a full-time regular role.
• You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.
  
  

Job Description

Please note

• Current work authorization for Canada is required for all openings.
• This is a full-time regular role.
• You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.
  
  

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.

Business Overview

The Finance team is responsible for budgeting, management reporting and analysis and special projects for Fidelity Canada’s various business units. The team’s main 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 relationships with these client groups while meeting the needs and interests of all stakeholders.

The Opportunity

The successful individual is an articulate and analytical financial professional who will utilize their technical and relationship building skills to provide support to the Investment Management and Investment Operations groups within Fidelity Canada, while managing the needs and interests of many stakeholders including senior management.

As an integral member of the Finance team, you will be responsible for financial management reporting, financial analysis, performance measurement and business planning.

What You Will Do

• Contribute to a high performing team towards providing analytical support to internal clients in the investment management function in Canada.
• Develop, manage and regularly present a framework to address the needs of the business and anticipate future business unit requirements, including management reports.
• Proactive support of the cost allocation process this includes the design, compilation, review and implementation of various financial models.
• Provide financial analysis and/or pricing support for business opportunities, trends and financial results. Facilitate the annual business planning and budgeting process while providing overall financial stewardship, expense management and support for other ad hoc projects.
• Develop appropriate key performance indicators / success measures and develop post implementation assessments against the relevant measures.
• Proactive support of board reporting and quarterly business reviews.
• Manages a process to high quality and efficiency standards and determines the necessary inputs and outputs to meet customer needs.
• Takes ownership for ensuring all work and/or processes are documented.
  
  

What We Are Looking For

• CPA (CA, CGA, CMA) designation preferred (or working towards or completed other professional designations such as CFA, or MBA)
• University degree with a focus in business (accounting, economics, commerce, finance or mathematics / statistics preferred), or equivalent work experience.
• 3+ 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).
  
  

What You Will Bring

• You have excellent communication skills both verbal and written
• You have experience developing financial models, conducting sensitivity analysis and developing compelling insights for executive-level audiences
• You can translate financial concepts into business terminology
• You are well-organized, attentive to detail, and capable of good time-management
• You have advanced knowledge of Microsoft applications, especially in Excel, PowerPoint and VBA
• You thrive in a fast-paced environment and work well with all levels of the organization
  
  

Internal applicants should submit their application by 659 PM on June 10, 2025.

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
• Greater Toronto's Top Employers
• Canada's Top Family-Friendly Employers
• Canada's Top Employers for Young People
• Great Place To Work Certified
• Best Workplaces for Inclusion
• Best Workplaces for Mental Wellness
• Best Workplaces for Today's Youth
• Best Workplaces for Women
• Best Workplaces in Financial Services & Insurance
• Best Workplaces in Ontario
• Best Workplaces with Most Trusted Executive Teams
• LinkedIn Top Companies in Canada
• Human Resource Director (HRD) - Best Place To Work
• HRD - 5-Star Benefit Program
• 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

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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