Job Description

Financial Analyst - FP&A (Financial Planning and Analysis)
Please note:• •Current work authorization for Canada• •is required for all openings.•
• •This is a regular, full-time role.•
• •You will be working on a flexible hybrid schedule as part of Fidelity's dynamic working arrangement.•


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.
The Opportunity:
As an integral member of the Finance team, you will be responsible for financial management reporting, financial analysis and supporting the multi-year planning and forecasting function, with an overriding objective of driving the business forward.
What You Will Do:
Reporting to the Manager, Financial Planning & Analysis, the Financial Analyst will:• Play an integral part in creating the Fidelity Canada P&L for forecasting and multi-year planning purposes
• Work closely with other members of the finance department in assisting with the development and consolidation of expense related items
• Assist in creating relevant and timely presentation materials and analysis
• Build out efficiencies in existing forecasting and planning processes and systems
• Participate in special projects and other ad hoc analysis as required to help drive business decisions
• Build positive working relationships with key stakeholders across the broader organization


What We're Looking For:• University degree with a focus on business, preferably Accounting
• 1-2 years of experience working in a finance department or professional accounting firm, with experience in financial analysis, reporting, budgeting and/or business planning
• Experience working in the Financial Services industry is an asset
• Completion of or working towards a financial/accounting designation (CA, CMA, CGA) and/or CFA is an asset


The Expertise You Bring:• You are well-organized, attentive to details, and capable of effective time-management
• You take the initiative to develop and improve your knowledge and expertise to continually meet and exceed job expectations
• You are analytical, inquisitive, and possess excellent problem-solving skills
• You are a team player with strong communication and presentation skills
• You have a strong knowledge of Microsoft Excel and PowerPoint
• You demonstrate personal ownership and accountability for delivering on commitments
• You thrive in a fast-paced environment and work well with all levels of the organization

•Some of the ways we will help you feel valued and supported as part of our team: Flexible working arrangements - 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, 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.


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.•Internal applicants should submit their application by 6:59 pm EST on• •Friday February 28, 2025.•
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 FidelityCanadaStaffing@fidelity.ca.
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