Investment Analyst

Fidelity Canada; Toronto; Hybrid; CAD 82,000 - 105,000; Full time

Benefits offered by this job

Flexible working arrangements

Health benefits (100% employer-paid)

RRSP contribution (company)

Parental leave top-up to 100% for 25 w

Home office equipment stipend

Volunteer days

Job summary

Fidelity Canada is seeking an Investment Analyst to provide product analysis, content for market communications, and collaboration with portfolio managers. You will support sales, marketing, and research teams while maintaining deep knowledge of Funds and ETFs.

The role requires a 4-year business degree and 3–5 years of investment experience, with CFA designation or master's considered an asset. Hybrid schedule and relocation from Toronto to Mississauga may occur.

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 funds/ETFs and the capital markets.
• Build and maintain strong working relations with investment staff, retail sales, marketing and institutional teams.
• Ensure Funds/ETFs are optimally positioned for success.
• Support sales team on ad hoc product information and training.
• Assist in development and analysis of thought leadership pieces.
• Conduct competitor research and maintain understanding of competitor funds.
• Participate in client interactions on assigned strategies.

Skills

Analytical skills

Writing

Oral communication

Presentation

Interpersonal skills

Initiative

Time management

MS Word

Excel

PowerPoint

VBA

Python

Education

Bachelor's degree in business-related field

CFA designation or master's degree (asset)

Tools

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.

Primary 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 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

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 : 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.

We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy - an opportunity to step into a role where your talents will make a meaningful difference.

Some of the ways we will help you feel valued and supported as part of our team

• 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.

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].