Finance Manager

About the Company and Role

Fidelity Canada has been assisting Canadian investors with building stronger financial futures for over 35 years, offering a wide range of trusted investment portfolios and services. As a privately owned company, Fidelity emphasizes innovation and growth. The Finance Manager position is part of the Finance team that provides analysis, planning, management reporting, performance measurement, and supports strategic projects across business units.

This role resides within the Emerging Distribution team under the Finance department and reports to the Manager, Finance. It involves consulting and providing comprehensive financial support for strategic projects related to Wealth Management, including business case development and partnership building with business leaders.

The work location is initially at 483 Bay Street, Toronto, transitioning by late 2026 to a new office at 3 Robert Speck Parkway, Mississauga. The work arrangement is a flexible hybrid schedule, requiring current Canadian work authorization.

Key Responsibilities

• Drive complex financial and economic analyses to guide strategic business decisions with minimal supervision, acting as a finance consultant to senior management.
• Conduct pricing and competitive analysis for emerging business opportunities through market and industry research.
• Lead initiatives to develop, manage, and document consistent reporting systems and tools across channels to enable timely evaluation of business results.
• Create and maintain reports and analytics, including key performance indicators and scorecards for strategic distribution channels, anticipating future reporting needs.
• Support the business planning process by providing overall financial oversight, expense management, and assistance on ad hoc projects.
• Establish and nurture positive relationships with stakeholders and management throughout the organization.

Qualifications and Experience

• University degree in business-related fields such as Accounting, Economics, or Commerce, or equivalent experience.
• At least 4 years of experience in financial analysis within finance departments.
• Demonstrated expertise in financial modeling, valuation, reporting, strategic planning, budgeting, and performance measurement.
• Creative and inquisitive mindset with the ability to analyze outcomes concisely.
• Preferred experience in Wealth Management, Insurance, or Financial Services sectors.
• Strongly preferred progress toward or completion of professional financial/accounting qualifications such as CPA (CA, CMA, CGA), CFA, or MBA.

Skills and Attributes

• Highly organized with excellent attention to detail and time management.
• Effective team collaborator possessing strong communication and presentation skills.
• Advanced proficiency in Microsoft Excel and robust analytical capabilities.
• Skill in creating compelling presentations for executive audiences using Microsoft PowerPoint.
• Ability to perform efficiently in a fast-paced environment and engage all organizational levels.
• Leadership presence with the aptitude to influence senior management diplomatically.

Total Rewards and Benefits

• Competitive annual cash compensation ranging from $105,000 to $140,000 based on experience and qualifications, including base salary and discretionary annual performance bonus.
• RRSP contributions starting after six months of employment with no employee contribution needed.
• Comprehensive health benefits including 100% employer-paid premiums with coverage extending up to $6,000 annually for mental health services and therapy.
• Parental leave top-up paying 100% salary for 25 weeks.
• Up to $650 allowance for home office equipment.
• Generous paid time off policy including two paid volunteer days annually.
• Diversity and inclusion initiatives with active Employee Resource Groups.
• Extensive professional development opportunities including access to over 11,000 training courses, tuition reimbursement, and financial incentives for earning designations.

Additional Information

• Flexible working options include fully remote, hybrid, and on-site presence.
• Fidelity Canada is an equal opportunity employer committed to diversity and inclusiveness across all legally protected grounds.
• Accommodations are available for applicants with disabilities during the hiring process upon request.
• Hiring decisions are supported by AI-assisted tools but ultimately made by recruiters; responses from AI assistants should be verified.
• Applicants should note that only those selected for interviews will be contacted.
• Fidelity Canada has received numerous employer awards recognizing workplace culture, diversity, benefits, and inclusion.