Product Support Specialist

Fidelity International; Toronto; Hybrid; CAD 79,000 - 101,000; Full time

Benefits offered by this job

Flexible working arrangements

Health benefits

RRSP contribution

Parental leave top‑up

Job summary

Fidelity Canada on Bay Street in Toronto is seeking a Product Support Specialist to help Investment Analysts craft high‑quality fund analyses and communications for Portfolio Managers and leadership.

You will build presentations, perform data quality reviews and support regulatory review processes, while identifying automation opportunities to streamline workflows.

Qualifications

• University degree or equivalent work experience.
• 1-3 years of financial services experience, preferably with investment product experience.
• Strong interest in developing product expertise and understanding how investment strategies translate into client outcomes.
• Ability to analyze, condense and communicate around large sets of data.
• Excellent organizational skills and communication, verbal and written.
• Ability to work independently and in a team in a fast-paced environment.
• Strong proficiency in MS Suite including Excel and PowerPoint.
• Bilingualism (French/English) is an asset.
• Strong knowledge of VBA and Python is an asset.

Responsibilities

• Build, update and enhance presentations for Portfolio Managers and senior leadership.
• Perform data quality reviews and maintain fund updates (MRFPs, QFRs) and sales materials.
• Identify and implement solutions to improve efficiency through automation.
• Partner with Investment Analysts to support production of fund update materials.
• Support Product Directors on ad-hoc product information requests and data analysis.
• Coordinate and submit material for marketing and compliance reviews.
• Oversee regulatory reviews through data analytics (Fund risk, category analysis, Fund Fact data).

Skills

MS Excel

PowerPoint

VBA

Python

Data analysis

Bilingual FR/EN

Communication

Education

University degree or equivalent work experience

Tools

MS 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

The Product Research team is Fidelity's centralized source for high quality mutual fund analysis and expertise. The team of investment analysts and associates cover all of Fidelity Canada’s retail funds. The team is the key liaison with Fidelity's investment staff around the globe and thus acts as the "voice of the portfolio manager" here in Canada. Research performed on the strategies is packaged into a multitude of materials for Fidelity distribution channels.

As the Product Support Specialist, you will work closely with the Investment Analysts and will be responsible for:

• Building, updating and enhancing presentations and communications for Portfolio Managers and senior leadership, ensuring clarity of narrative and accuracy of investment insights.
• Performing data quality reviews and maintaining fund updates, including MRFPs (management reports of fund performance), QFRs (quarterly fund reviews), and materials for the sales team - ensuring content messaging aligns with strategy and performance drivers.
• Identifying and implementing solutions which improve efficiency and effectiveness through process simplification and automation.
• Partnering with Investment Analysts to support the production of fund update materials - contributing perspective and verifying the consistency of fund narratives.
• Supporting Product Directors on ad‑hoc product information requests and targeted data analysis.
• Acting as the primary product content manager, coordinating and submitting required material in a timely fashion for marketing and compliance review and approval process.
• Overseeing regulatory reviews through data analytics for the Product Research Team, including Fund risk, category analysis and Fund Fact data reviews.

What We Are Looking For

University degree or equivalent work experience. 1-3 years of financial services experience, preferably with investment product experience. Strong interest in developing product expertise and understanding how investment strategies translate into client outcomes. Understanding and demonstrating curiosity for investing. Proven ability to be analyzed, condense and communicate around large sets of data. Excellent organizational skills. Excellent communication skills, both verbal and written. Ability to work well independently, as well as within a team, in a fast‑paced environment. Strong proficiency in MS Suite, including Microsoft Excel and PowerPoint. Bilingualism (French/English), both verbal and written, is an asset. Strong knowledge of VBA and Python is an asset.

The Expertise You Will Bring

Strong relationship management skills. Strong project management skills. Close attention to detail and a high level of accuracy. Ability to multi‑task and handle multiple priorities at any given time. An innovative and creative attitude. Ability to contribute to good working relationships among team members and across different groups.

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 $79,000 to $101,000, 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 within our organization—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 $5,000 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?

We are proud to be recipients of the following:

• 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.

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