Prospectus Operations Manager

Fidelity Canada; Mississauga; Hybrid; CAD 90,000 - 130,000; Full time

Job summary

Fidelity Investments Canada ULC is seeking a Prospectus Operations Manager to oversee the retail and institutional product distribution processes for mutual funds, ETFs, and pooled offerings. You will coordinate with Legal, internal business units and external providers to ensure timely filings and amendments.

This role supports a legal team, liaises with lawyers, board operations, and translators, and drives the preparation of offering documents, board materials, and related filings.

Responsibilities

• Draft offering documents for private and public investment funds and accounts under the supervision of a lawyer.
• Create filing timetables and work-back schedules, ensuring inputs are received on time.
• Review and validate product brief information.
• Manage FIC Legal’s process to initiate and make changes to fund facts documents using an automated system.
• Liaise with lawyers, the prospectus review team, board operations manager, board of directors, and internal/external translators on product offering matters.
• Oversee ETF listing application process, including ticker reservations and maintenance of ticker expiry dates.

Job description

Job Description

• You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.
• Current work authorization for Canada is required for all openings.
• 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 Prospectus Operations Manager is primarily responsible for the management of Fidelity Investments Canada ULC’s (“FIC”) retail and institutional product distribution process as it relates to new mutual funds, ETFs, renewal and amendment filings, and pooled fund offerings. The successful candidate will manage all key aspects of FIC’s product launch and renewal processes, including but not limited to the preparation of offering and amendment documents, board materials, material contract amendments, being the key point of contact between FIC Legal and internal business units and external providers, and ensuring that deadlines are met.

The Prospectus Operations Manager will support a team of lawyers, law clerks and legal translators, and will act as the primary liaison between FIC Legal and FIC Retail and Institutional Product and other key internal personnel for new and existing product offering related matters.

Key Accountabilities

Manage Mutual Fund, ETF and Institutional Product Offering Document Processes

• Draft offering documents for private and public investment funds and accounts under the supervision of a lawyer
• Create filing timetables and work-back schedules, including making sure that business unit inputs to offering documents are received on time
• Review and validate product brief information
• Manage FIC Legal’s process to initiate and make changes to fund facts documents using an automated system
• Liaise with lawyers, the broader FIC business prospectus review team, board operations manager, board of directors, and internal and external translators as it relates to product offering related matters
• Oversee and manage the ETF listing application process, including ticker reservations and ongoing maintenance of ticker expiry dates