Investment Analyst

Fidelity Canada; Toronto; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading financial services firm in Canada is seeking an Investment Analyst to support sales and marketing teams with product analysis and market communications. The role involves developing expertise in investment strategies and collaborating with various teams to align product content with business objectives. The company values professional growth and offers a hybrid work environment.

Benefits

Flexible work arrangements

Competitive compensation and benefits

Parental leave top-up

Home office support

Paid volunteer days

Professional development opportunities

Qualifications

• 2-5 years of investment market experience.

Responsibilities

• Develop and maintain expert knowledge on assigned strategies.
• Build strong relationships with investment staff and partners.
• Support sales teams with product information and training.

Skills

Analytical

Communication

Interpersonal

Time Management

Education

University degree in a business-related field

CAIA

CFA

Master’s degree

Tools

Microsoft Office

VBA

Job description

Join us as an Investment Analyst at Fidelity Canada

We offer a predefined hybrid work schedule as part of Fidelity’s dynamic working arrangement.

Current work authorization for Canada is required for all openings.

Who We Are

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We provide trusted investment portfolios and services to individuals and institutions, and we continually seek innovative ways to serve our clients. As a privately owned company, we embrace innovation and growth.

Working with us means being part of a diverse, dedicated team that makes a difference daily. We offer opportunities for professional growth in an inclusive environment where you are valued and supported.

How You'll Make An Impact

The Investment Analyst will support sales, marketing, and portfolio managers with product analysis, expertise, and content for market and regulatory communications.

Key Responsibilities

• Develop and maintain expert knowledge on assigned strategies (Funds/ETFs) and their capital markets.
• Build strong relationships with investment staff, sales teams, marketing, and institutional partners.
• Ensure product content aligns with business and sales objectives.
• Support sales teams with product information and training.
• Assist in developing thought leadership and conduct competitor research.
• Participate in client interactions related to strategies as needed.

What We’re Looking For

• A university degree in a business-related field or equivalent experience.
• CAIA, CFA, or Master’s degree is a plus.
• 2-5 years of investment market experience.

The Skills You Bring

• Strong analytical, communication, and interpersonal skills.
• Ability to work independently and handle multiple tasks.
• Excellent time management and proficiency in Microsoft Office; VBA knowledge is a plus.

Our Support for You

• Flexible work arrangements - hybrid and in-office options.
• Competitive compensation and benefits, including group RRSP contributions and health coverage.
• Parental leave top-up, home office support, and paid volunteer days.
• Professional development opportunities and a commitment to diversity and inclusion.

We are proud to be recognized as one of Canada’s Top 100 Employers for five consecutive years and foster a compassionate, inclusive culture.

Additional Information

Fidelity Canada is an equal opportunity employer and provides accommodations during the application process upon request. Only shortlisted candidates will be contacted.