Investment Analyst

Fidelity International; Toronto; On-site; CAD 82,000 - 105,000; Full time

Benefits offered by this job

Flexible working arrangements

Competitive total compensation

Comprehensive health benefits

RRSP contribution

Parental leave top-up

Home office equipment allowance

Volunteer time off

Professional development opportunities

Job summary

Fidelity Canada is seeking an Investment Analyst to provide product analysis and content for market communications, reporting to the Director of Product Research. You will build expertise on Funds/ETFs, and collaborate with sales, marketing, and portfolio managers to position products effectively.

You will analyze markets, support the sales team, and contribute to thought leadership while engaging with clients on strategies.

Qualifications

• Completion of a 4-year university degree in a business-related subject or equivalent work experience.
• Minimum 3-5 years of investment market expertise.
• Completion CFA designation or master’s degree is an asset.

Responsibilities

• Build, maintain and communicate an expert level of knowledge on assigned strategies (Funds/ETFs) and the capital markets in which they invest.
• Build and maintain strong relations with assigned investment staff, retail sales team, marketing, and institutional teams.
• Products are fully supported with content, communications and messages aligned with Fidelity’s objectives.
• Ensure that assigned Funds/ETFs are optimally positioned for success.
• Support sales team members on ad hoc queries for product information and training.
• Assist in the development and analysis of thought leadership pieces.
• Conduct competitor research and maintain understanding of competitor funds.
• From time to time, participate in client interactions on assigned strategies.

Skills

Analytical skills

Written communication

Oral communication

Presentation skills

Interpersonal skills

Initiative

Time management

Education

4-year business degree

CFA designation or master’s degree (asset)

Tools

Microsoft Word

Excel

PowerPoint

VBA

Python

Job description

Job Description 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. 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.

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

• Build, maintain and communicate an expert level of knowledge on assigned strategies (Funds/ETFs) and the capital markets in which they invest.
• Build and maintain strong working relations with assigned investment staff, retail sales team, marketing, and institutional teams.
• Products are fully supported with content, communications and messages aligned with FIC’s overall business and sales objectives.
• Ensure that assigned Funds/ETFs are optimally positioned for success.
• Support sales team members on ad hoc queries for product information and training.
• Assist in the development and analysis of thought leadership pieces.
• Conduct competitor research and maintain strong understanding of competitor funds based on your Fund/ETF coverage.
• From time to time, participate in client interactions on assigned strategies.

What We’re Looking For

Completion of a 4-year university degree in a business-related subject or equivalent work experience. Minimum 3-5 years of investment market expertise. Completion CFA designation or master’s degree is an asset.

The Expertise You Bring

• Excellent analytical, writing, oral communication, presentation and interpersonal skills
• Ability to take initiative, work independently and handle multiple tasks
• Excellent time management skills with the ability to work under tight deadlines with commitment to excellence.
• Proficient in Microsoft Word, Excel and PowerPoint.
• Working knowledge of VBA & Python is an asset.

Total Rewards That Reflect Your Impact

Base Salary and Discretionary Performance Bonus: Total annual cash compensation (base salary plus target bonus) ranges from $82,000 to $105,000, 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.

• Flexible working arrangements.
• Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you.
• Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, which include up to $5000 annually for mental health services and therapy.
• Parental leave top-up to 100% of your salary for a period of 25 weeks.
• Up to $650 for home office equipment.
• Generous time off policy, including two paid days annually to volunteer at a charity of your choice.
• Diversity and inclusion programs, including an active network of Employee Resource Groups.
• Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation.

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.

Why Work at Fidelity?

• 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

About Us

Fidelity Canada has become an employer of choice for talented people seeking rewarding career opportunities in the financial services industry. We look to hire outstanding individuals who want to maximize their potential and be challenged in all aspects of their professional careers. To help our employees excel in their roles at Fidelity, we provide everyone here with the best training, resources and support possible throughout their careers. With our help, there’s no limit to what you can accomplish here. We’re excited you’re considering Fidelity for your career plans.

Our Commitment to Diversity and Inclusion

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].

Fidelity respects the privacy of your information.