Financial Analyst Sr

Financial Analyst, Sr

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.

Business Overview:

The Finance team is responsible for budgeting, management reporting and analysis and special projects for Fidelity Canada’s various business units. The team’s main focus is to support these business groups in achieving their objectives by identifying issues, recommending solutions, providing financial transparency and value-added financial assessments. This is achieved by establishing strong relationships with these client groups while meeting the needs and interests of all stakeholders.

Your Opportunity:

The successful individual is an articulate and analytical financial professional who will utilize their technical and relationship building skills to provide support to our Advisor-Sold Distribution business, while managing the needs and interests of many stakeholders including senior management. As an integral member of the Finance team, you will be responsible for working with the business unit to complete planning and analysis, performance measurement, and management report. You will be relied on as a resident expert and primary financial resource on all matters relating to financial support of the firm’s Distribution business and actively presenting your findings and analysis to the business and senior management.

What You Will Do:

• Contribute to a high performing team of financial analysts towards providing analytical support to internal clients in the distribution business.
• Provide proactive support for sales initiatives from a financial perspective, including the completion of complex analysis and financial cases for all new business development opportunities.
• Develop appropriate key performance indicators / success measures for sales effectiveness initiatives and develop post implementation assessments against the relevant measures.
• Design new reports and analytics to address needs of the business and proactively anticipate future requirements, including management reports.
• Partner with colleagues in the business as well as Finance colleagues across the organization on all finance related initiatives relating to the Distribution business, including your assessment and analysis of financial implications, and presenting your recommendations.
• Contribute to various value enhancing initiatives including analysis and presentation of the firm’s sales performance by developing appropriate market share metrics/drivers, industry forecasting and analysis, and other initiatives as needed.
• Contribute to the annual sales and business planning process while also providing overall financial stewardship, expense management and support for other ad hoc projects.

What We Are Looking For:

• University degree with a business focus (Accounting, Economics, Commerce preferred).
• Minimum 2 years’ experience working in a financial analysis role within a finance department.
• Financial Services industry experience preferred.
• Completion of or working towards a financial/accounting designation (CPA: CA, CMA, CGA) and/or CFA or MBA is strongly preferred.

What You Will Bring:

• You have excellent communication skills both verbal and written.
• You have experience developing financial models, conducting sensitivity analysis and developing compelling insights for executive-level audiences.
• You can translate financial concepts into business terminology.
• You are well-organized, attentive to detail, and capable of good time-management.
• You have advanced knowledge of Microsoft applications, especially in Excel, PowerPoint and VBA.
• You thrive in a fast-paced environment and work well with all levels of the organization.

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.

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.