Finance Manager

Job DescriptionYou 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. The work location for this role is 483 Bay Street in Toronto until approximately late 2026, when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.
Who We AreAt 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.
Role OverviewThe Finance team is responsible for business analysis and planning, management reporting, performance measurement 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 OpportunityThe Finance Manager will be responsible for providing Finance support on larger projects of strategic business importance by providing consulting, planning, and end-to-end business case support for these projects. This role will be required to build strong partnerships with business leaders and colleagues by providing appropriate financial stewardship, guidance, and strategic support. This role will reside in the Finance department, specifically on the Product and Innovation team reporting to the VP Finance, while directly supporting projects and assignments relating to Managed Accounts, Platform initiatives, Data Strategy and Finance strategy and operations.
What You Will Do
Lead complex financial and economic analysis in support of strategic decision-making initiatives with limited direction. Deliver analysis to senior management acting in the capacity of a business consultant with strong financial acumen.
Lead pricing and competitive analysis for emerging business opportunities, this includes but not limited to market assessments, researching industry trends and competitive results.
Develop and lead initiatives to define, manage and document reporting systems and tools with a focus towards building consistent integrations across systems for all channels. Enable management to evaluate business results in timely and efficient manner.
Design, develop, and manage new reports and analytics, including key success measures and scorecards for the strategic distribution channels supported. Proactively anticipate future requirements, including management reports and key performance indicators.
Support business planning process while also providing overall financial stewardship, expense management and support for other ad hoc projects.
Build positive relationships with key stakeholder and management across the organization.
What We Are Looking For
University degree with a business focus (Accounting, Economics, Commerce preferred) (or equivalent work experience)
Minimum 4 years’ experience working in a financial analysis role within a finance departmentli>
Experience in a combination of the following financial analysis and modeling, valuation, reporting, strategic business planning, budgeting and/or performance measurement
Ability to think “outside the box” and be curious to analyze results in a concise manner.
Wealth Management and 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.
The Expertise You Bring
You are well-organized, attentive to detail, and capable of good time-management
You are a team player with good communication and presentation skills
You have a strong knowledge of Microsoft Excel and keen analytical skills
You have experience working with Microsoft PowerPoint to create compelling materials for executive-level audiences
You thrive in a fast-paced environment and work well with all levels of the organization
You exude leadership and are capable of tactfully influencing senior management
Some of the ways we’ll help you feel valued and supported as part of our team
Flexible working arrangements - 100% remote, 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, that include up to $6000 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 2 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.
Total Rewards That Reflect Your ImpactWe 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 Total annual cash compensation (base salary plus target bonus) ranges from $105,000 to $140,000 based on experience and qualifications
RRSP Contribution After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.
We’re proud to offer a compensation package that aligns with
provincial pay transparency requirements .
This posting represents an
existing vacancy
within our organization—an opportunity to step into a role where your talents will make a meaningful difference.
Fidelity Canada is an equal opportunity employerFidelity 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 processFidelity 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 View email address on ca.hrm.tc.
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
Greater Toronto's Top Employers
Canada's Top Family-Friendly Employers
Canada's Top Employers for Young People
Great Place To Work® Certified
Best Workplaces for Inclusion
Best Workplaces for Mental Wellness
Best Workplaces for Today's Youth
Best Workplaces for Women
Best Workplaces in Financial Services & Insurance
Best Workplaces in Ontario
Best Workplaces with Most Trusted Executive Teams
LinkedIn Top Companies in Canada
Human Resource Director (HRD) - Best Place To Work
HRD - 5-Star Benefit Program
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
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