Job Description
Please note:
- Current work authorization for Canada is required for all openings.
- This is a regular, full-time role.
- You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.
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.
Company Overview:
At Fidelity Canada, 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 Senior Financial Analyst role is an integral part of the Finance team within FCC, focusing specifically within the Financial Planning & Analysis function. This position reports directly to the Director, Finance. You will be working as part of a team focused on integrating the various financial planning aspects of FCC to provide accurate, high quality financial forecasts as part of the Fidelity Canada quarterly rolling financial forecast process. This includes producing P&L forecasts, as well as driving forward the development of FCC’s various revenue and expense models and value-added analytic capabilities. This role will provide the opportunity to work cross functionally with business unit leaders and across the overall FCC finance team.
How You’ll Make an Impact:
- Deliver on the annual business planning and quarterly forecasting process through consolidation and delivery of the FCC’s P&L 3-year plan and forecast
- Coordinating with the Fidelity Canada finance team on integrating requirements of the overall planning calendar and owning the consolidation of quarterly forecasts through submission templates.
- Develop and regularly maintain forecast models which are linked to key success measures and scorecards
- Produce financial modelling to forecast both revenue and expenses at an underlying driver level
- Build out forecast capabilities that are dynamic, timely and capable of sensitivity analysis for FCC
- Determine the need for enhanceme