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Job Description

Investment Associate

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.

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.

The Opportunity:

The Investment Associate will support the ETF & Alternative Strategists by generating investment and capital markets content to provide FIC Sales colleagues. The Investment Associate will provide product expertise, investment perspectives, competitive intelligence, and information & analysis to support the sales of FIC’s ETF and Alternative strategies. The Investment Associate will support sales efforts with product analysis, ETF/Alt education, and content for marketing.

What You Will Do:

Strategist, and Sales support:

• Ensure Strategists are fully supported with content, communications and messages aligned with FIC overall business and sales objectives.
• Collaborate with Strategists, Marketing, Sales and other internal partners in the development of materials for ETF and Alternative solutions.
• Support Strategist in the development and analysis of thought leadership pieces, and high-quality product commentaries.
• Provide Strategists with support for marketing and client interactions.
• Support Strategists and sales team members with ad hoc queries for product information.
• Responsible for liaising with key partners to assist with internal approval processes when required; includes legal & compliance, and marketing.

Build, maintain and communicate an expert level of knowledge on Fidelity’s ETF and Alternative products and the capital markets in which they invest:

• Develop and maintain expert knowledge of FIC’s ETF and Alternative product line strengths and weaknesses.
• Maintain accurate product positioning on the dimensions style, process, product attributes, and characteristics.
• Demonstrate market and competitive investment expertise. Stay on top of current capital markets events impacting our products

Build and maintain working relations with ETF & Alternative Strategists, retail sales teams, and marketing partners:

• Demonstrate strong support for Strategists and FIC business.
• Demonstrate a high level of internal client service with timely and appropriate responses to all reasonable sales team member requests for information on our products.
• Positive feedback by the Strategists, Sales and internal partners regarding timely and investment analysis and support with capital market content.

What We’re Looking For:

• Undergraduate university degree, with a focus in Finance preferred, or equivalent work experience
• 1-2 years of relevant investment industry experience
• Progressing towards a CFA designation

Internal applicants should submit their application by 6:59 pm EST on Friday April 4, 2025.

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 
o    Best Workplaces for Inclusion 
o    Best Workplaces for Mental Wellness 
o    Best Workplaces for Today's Youth 
o    Best Workplaces for Women 
o    Best Workplaces in Financial Services & Insurance 
o    Best Workplaces in Ontario 
o    Best Workplaces with Most Trusted Executive Teams 

•    LinkedIn Top Companies in Canada
  
•    Human Resource Director (HRD) - Best Place To Work 
o    HRD - 5-Star Benefit Program 
o    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