Investment Associate

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.

Role Overview:

To generate investment and product content to provide FIC sales and marketing with product expertise, investment perspectives, competitive intelligence and information and analysis to support the sales of FIC funds.

The ETF Team at Fidelity Investments Canada is responsible for providing high quality investment product analysis and expertise. The group is the in-house expert on a multitude of products offered across our ETF business both for retail and institutional clients. The Group works closely with the Strategist, Sales, Marketing, Finance and Institutional Teams to meet the needs of the clients and other key areas of the organization.

What You Will Do:

• Build, maintain and communicate an expert level of knowledge on assigned products and the capital markets in which they invest
• Ensure that assigned products are optimally positioned for success
• Products are fully supported with content, communications and messages aligned with FIC overall business and sales objectives
• Support sales team members on ad hoc queries for product information and sales team training
• Build and maintain working relations with assigned investment staff retail sales teams, and marketing partners
• Build strong relationships across the marketing group
• Develop and strengthen relationships with market makers and monitor ETF trading activities
• Proactively develop and deliver ETF education and marketing ideas
• Identify compelling product ideas and key factors that will influence sales success
• Maintaining strong knowledge of the competitive landscape
• Ensuring clarity and accuracy of all product collateral

What We Are Looking For

• Undergraduate university degree or or equivalent experience
• Progressing toward CFA designation or advanced business or financial analysis degree is preferred
• 1-2 years of relevant investment industry experience and/or academic experience would be an asset
• VBA and Macro skills is an asset

The Expertise You Bring

• Strong and proven analytical skills
• Outstanding oral and written communication skills
• Strong computer skills and knowledge of financial software solutions
• Strong public presentation skills and confident in front of clients
• Confident, strong relationship builder
• Ability to work under pressure to meet tight deadlines
• Sound grasp of key concepts of portfolio management theory as well as the ability to analyze, interpret and communicate portfolio performance and investment characteristics

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.

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

• 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

Human Resource Director (HRD) - Best Place To Work

o HRD - 5-Star Benefit Program

o HRD - 5-Star Diversity & Inclusion Employer

• 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

Designations

• A Canadian Compassionate Company
• Great Place to Work (Dec 2022 - Nov 2023)
• Best Workplaces for Women 2023 by Great Place to Work