Sales T&E Analyst

Description

Sales T&E (Travel & Entertainment) Analyst

Please note:

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

Reporting to the Manager, Sales - Travel & Entertainment (T&E), the Analyst is to gather all travel and entertainment expenses for the Wholesalers, Inside Wholesalers and Sales Associates and enter them into the Travel and Expense system (Concur), as well as the contact management system, Salesforce, in a timely and accurate manner.

What You Will Do

• Prepare and remit monthly travel and entertainment expense reports on behalf of the Sales teams
• Liaise and build effective relationships with the Sales teams and other internal departments
• Build monitoring/trending reports and provide support to Manager, Sales T&E

What We’re Looking for:

• Post‑secondary education or equivalent work experience required.
• More than 3 months of experience in an administrative role, preferably in a sales environment required.
• Experience in the financial services/mutual fund industry.
• IFIC course or Canadian Securities Course (CSC) is an asset.
• Knowledge of NI 81-105 is an asset.

The Expertise You Bring

• Excellent writing, oral communication, and analytical skills.
• Team player and can work independently with various individuals from different business units.
• Excellent organizational skills and attention to detail.
• Strong knowledge of MS Office (Word, Excel, PowerPoint, Outlook), Adobe Acrobat.
• Experience with Salesforce is required.
• Ability to work in a fast‑paced environment with minimal supervision.

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.

For this role, your total rewards include:

• Base Salary and Discretionary Performance Bonus: A competitive annual range of $54,000 to $71,000 , based on your experience and qualifications
• RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution with no employee matching required

We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.