Prospectus Operations Manager

Fidelity Canada; Toronto; Hybrid; CAD 111,000 - 129,000; Full time

Benefits offered by this job

Flexible working arrangements - remote

RRSP contributions

Comprehensive health benefits

Parental leave top-up

Home office equipment allowance

Volunteer days

Professional development opportunities

Job summary

Fidelity Canada is seeking a Prospectus Operations Manager to oversee mutual funds, ETFs and institutional product filings, coordinating with Legal, business units and external providers. You will drive timelines, document accuracy and governance for new offerings and renewals.

The role requires strong project management, legal experience in a financial institution or law firm, and collaboration across teams; 100% remote, hybrid, and in-office options supported.

Qualifications

• 3+ years of experience with offering document disclosure for retail/institutional funds.
• 3+ years of project management experience with at least 3 years of legal experience in a large financial institution or law firm.
• University degree or equivalent work experience.

Responsibilities

• Draft offering documents for private and public investment funds under lawyer supervision.
• Create filing timetables and ensure inputs are received on time from business units.
• Review and validate product brief information; manage fund facts document changes.
• Coordinate with lawyers, board operations, and translators on offering matters.
• Oversee ETF listing, ticker reservations, and maintenance of expiry dates.

Skills

Communication skills

Collaboration / teamwork

Project management

Quality / process improvements

Attention to detail

MS Word & Workshare Compare

Education

University degree

Tools

Microsoft Word

Workshare Compare

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
• Oversee and manage the CUSIP process
• Oversee external tax and auditor review process - i.e., engage providers in reviews, build relationships, help to resolve issues, and collect tax and auditor materials
• Manage comment letter process - set up templates, coordinate/gather/input responses from relevant stakeholders
• Prepare and/or assist with creating board materials for filings, updating material and non-material contracts, and creating or updating designated broker and dealer agreements
• Keep offering document materials up to date - e.g., in between renewal filings carry forward any amendments and other matters for FIC Legal consideration
• Run FIC Legal’s weekly filing update meetings - i.e., keep up to date with status of all offering document work, take minutes, resolve action items and oversee the MS Teams microsite

Provide Legal Support For Other Miscellaneous Work

• Support FIC Legal’s review of marketing materials - i.e., assist with prioritization of reviews, ensure that FIC Legal’s comments are accurately reflected in revised drafts and that marketing materials posted for approval are the same as what was approved by email
• Manage FIC Legal’s MRFP review process - liaise with internal individuals in Canada and abroad to obtain MRFP lists, calculate and assign MRFPs for review, and manage the document upload process
• Manage FIC Legal’s corporate actions rota and assist as the primary liaison between the corporate actions team and FIC Legal
• Arrange for the execution of fund investment documents through our Fund Treasury team
• Manage FIC Legal’s Institutional compliance certificate review process
• Act as the primary liaison between FIC Legal and FIC business units for all material and non-material contract matters - e.g., fulfill requests for copies of various contracts and keep our retail and institutional product related contracts filing systems up to date

The Expertise You Bring

• You have strong written, verbal and interpersonal communication skills
• You have a proven track record of strong collaboration and teamwork
• You have excellent project management skills
• You have a commitment to drive quality and process improvements
• You are detail oriented
• You are skilled in Microsoft Word and Workshare Compare

Experience

What We Are Looking For

• At least 3 years of experience years of (i) working with offering document disclosure for retail/institutional funds and accounts; or (ii) project management experience and at least 3 years of legal experience gained at a large financial institution or law firm

Education

• University degree or equivalent work experience

Licenses/Registrations/Designations

• Nice to have Canadian Securities Law Course, IFIC Mutual Fund Course

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

• Flexible working arrangements - 100% remote, hybrid, and in office options
• 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, that include up to $6000 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 2 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.

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.

• Base Salary and discretionary Performance Bonus Total annual cash compensation (base salary plus target bonus) ranges from $111,000 to $129,000 based on 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.

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].

Why Work at Fidelity?

We are proud to be recipients of the following.

Awards

• 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