Student, CS Planning & Analysis (Winter 2027)

Fidelity Canada; Toronto; Hybrid; CAD 32,000 - 37,000; Full time

Benefits offered by this job

Flexible hybrid schedule

Job summary

Fidelity Canada invites a university student to join the Client Services Planning and Analysis team on a co-op contract. The role focuses on researching, analyzing, and applying statistical techniques to identify needs and trends within the division.

You will help create divisional scorecards and business plan models, produce timely performance reports, and provide management with insights on data variances to support performance and competitiveness. The program offers hybrid work and mentorship.

Qualifications

• Working towards a university degree with a concentration in finance, commerce, business, or economics is preferred
• Some experience in the financial services industry is preferred
• Detail-oriented with problem solving skills

Responsibilities

• Assist in producing accurate and timely performance reports for the Client Services division
• Research and analyze current trends and data to uncover hidden trends critical to business performance and industry competitiveness
• Provide management with continuous feedback about data variances affecting the Client Services division

Skills

Statistical analysis

Data analysis

Excel

Microsoft Office

Detail oriented

Teamwork

Education

University degree in finance, commerce, business, or economics

Tools

Excel

Microsoft Office

Job description

Job Description

Student, Client Services Planning and Analysis

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.

What we provide:

Fidelity offers you the chance to build a career, develop professionally and explore different career paths throughout the company. Students are placed into an area of interest and will be provided with a mentor to support them throughout their journey. We offer our students an extensive training program to help enhance skills in communication, public speaking, networking, business etiquette and emotional intelligence. Fidelity proudly supports various non-profit organizations and provides students with the opportunity to volunteer to make a difference in their community. You’ve worked hard to prepare yourself for a great career. No matter what your undergraduate degree is in, there is an opportunity for you at Fidelity.

How you’ll make an impact:

As a student in Client Services Planning and Analysis , you will be responsible for assisting the team in researching, analyzing and applying statistical analysis to identify needs and trends in the division. You will participate in the process of creating divisional scorecards and business plan models.

You will have the opportunity to:

• Assist in producing accurate and timely performance reports for the Client Services division
• Research and analyze current trends and data to uncover hidden trends critical to business performance and industry competitiveness
• Provide management with continuous feedback about data variances affecting the Client Services division

What we’re looking for:

• Working towards a university degree with a concentration in finance, commerce, business, or economics is preferred
• Some experience in the financial services industry is preferred
• Detail-oriented with problem solving skills
• Proficient in Microsoft Office including Excel, with strong statistical modelling/analytical skills
• You must be currently enrolled in a registered co-op program to be considered for this position
• You must also be available on a full-time basis for the duration of the co-op term

You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.

Competitive Pay for Specialized Talent

This contract role offers a flexible, hourly compensation model that reflects your expertise and the value you bring. The undergraduate hourly rate ranges from $23.00 to $27.00 , based on experience and qualifications.

We offer market-aligned rates that recognize the specialized skills and agility required for this role. We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting is for an existing vacancy within our organization.

Current work authorization for Canada is required for all openings.

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 ten years.

We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions

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].

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

Canada’s Top 100 Employers
o Greater Toronto’s Top Employers
o Canada’s Top Family-Friendly Employers
o Canada’s Top Employers for Young People
Great Place To Work Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today’s Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

LinkedIn Top Companies in Canada
Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o 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