Investment Analyst

Role overview

Fidelity Canada is looking for an Investment Analyst to support sales, marketing, and portfolio management teams with product analysis, market insight, and content used in client and regulatory communications. The position reports to the Director, Product Research.

Work arrangement and location

• This is a regular full-time role.
• The position follows a hybrid working model within Fidelity’s flexible work setup.
• The current workplace is 483 Bay Street, Toronto.
• A relocation to the new Mississauga office at 3 Robert Speck Parkway is expected around late 2026.
• Canadian work authorization is mandatory for all applicants.

About Fidelity Canada

Fidelity has supported Canadian investors for more than 35 years, offering a range of investment portfolios and services for individuals and institutions. The company emphasizes innovation, growth, inclusion, and career development in a collaborative environment where employees are encouraged to make a meaningful impact for clients and communities.

What you will do

• Develop deep expertise in the assigned funds/ETFs and the capital markets where those strategies invest.
• Maintain close working relationships with investment staff, retail sales, marketing, and institutional teams.
• Make sure the assigned products are supported with messages, communications, and content that align with business and sales goals.
• Help position the assigned funds/ETFs for strong market success.
• Respond to product-related questions from sales teams and support their training needs.
• Contribute to thought leadership development and related analysis.
• Carry out competitor research and keep current on rival funds within your coverage area.
• Occasionally join client discussions relating to the assigned strategies.

What we are looking for

• A four-year university degree in a business-related field, or equivalent practical experience.
• At least 3 to 5 years of investment market experience.
• CFA qualification completion or a master’s degree is considered an advantage.

Skills and strengths

• Strong analytical ability
• Clear written and verbal communication
• Presentation and interpersonal skills
• Self-starting and independent working style
• Ability to manage several priorities at once
• Sound time management and ability to perform under pressure
• Proficiency with Microsoft Word, Excel, and PowerPoint
• Working knowledge of VBA and Python is a plus

Compensation and benefits

The annual base salary range for this role is $82,000 to $105,000, depending on experience and qualifications, along with a discretionary performance bonus. Fidelity also contributes to your RRSP after 6 months of employment, with no employee matching required.

• Flexible working arrangements
• Company contributions to group RRSP without employee matching
• Comprehensive health coverage starting on day one, with 100% employer-paid premiums
• Up to $5,000 per year for mental health services and therapy
• Parental leave top-up to 100% of salary for 25 weeks
• Up to $650 for home office equipment
• Generous leave policy, including two paid volunteer days each year
• Diversity and inclusion programs, including active Employee Resource Groups
• Access to more than 11,000 training and development courses
• Tuition reimbursement
• Monetary rewards for completing a required designation

Additional information

This posting is for an existing vacancy. Fidelity notes that it uses an AI-enabled LinkedIn Hiring Assistant to assist with parts of sourcing, but all hiring decisions are made and finalized by recruiters. Any guidance from the assistant is not official and should be confirmed directly by Fidelity. Candidates who need accommodation during the selection process may request it by email. No telephone inquiries or agencies please. Only shortlisted candidates will be contacted.

Equal opportunity statement

Fidelity Canada is an equal opportunity employer and welcomes applications from all qualified individuals, including people with disabilities and candidates from protected groups. Accommodations are available on request for candidates taking part in the selection process.

Recognition

Fidelity highlights its recognition as one of Canada’s Top 100 Employers for five consecutive years, along with multiple workplace awards and designations in areas such as family friendliness, inclusion, mental wellness, women in the workplace, financial services, innovation, and diversity.

Application support

If an accommodation is needed during recruitment, candidates can request support by email at [email protected].