Finance Manager

Fidelity Canada • Toronto, ON

9d • Hybrid

About The Position

The 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. The Finance Manager will be responsible for providing Finance support to Wealth Management 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 Emerging Distribution team reporting to the Manager, Finance, while directly supporting projects and assignments relating to Business or Finance strategy and operations.

Requirements

• University degree with a business focus (Accounting, Economics, Commerce preferred)
• Minimum 4 years’ experience working in a financial analysis role within a finance department
• 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.
• 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

Nice To Haves

• Wealth Management, Insurance 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

Responsibilities

• 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 is 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 stakeholders and management across the organization.

Benefits

• Base Salary and Discretionary Performance Bonus: A competitive annual range of $68,000 to $90,000, based on your experience and qualifications.
• RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Manager