Product Solutions Analyst

Fidelity Canada • Toronto, ON

4d • CA$38 - CA$62 • Hybrid

About The Position

The Product Solutions Analyst is responsible for supporting and enhancing Fidelity Canada’s retail lineup of mutual funds and solutions. Reporting to the Director, Product Solutions & Sustainability, the Analyst provides critical support for Fidelity Canada’s new product development initiatives, delivers strategic, competitor and industry analysis to inform product strategy, and is responsible for championing a segment of Fidelity’s retail products, solutions, and tools to drive the firm’s marketing and sales efforts.

Requirements

• Minimum 3 years of mutual fund/investment industry experience with prior experience in investment analysis/modelling.
• Completion of University degree, or equivalent work experience.
• Successful completion of Canadian Securities Course (CSC) is required.
• Strong knowledge of investment products and services.
• Exceptional analytical ability.
• Excellent oral and written communication skills.
• Excellent presentation skills.
• Proven experience performing complex data analysis (i.e. sales, performance analysis, etc.)
• Highly proficient with Microsoft Office Suite (Excel, PowerPoint, etc.)

Nice To Haves

• Prior experience in sales and/or marketing in financial services is an asset.
• Designations such as an MBA/CFA are an asset.

Responsibilities

• Identify compelling product ideas that meet the standards of Fidelity and meet the needs of our customers.
• Develop product positioning, competitive benchmarking/analysis and identify key factors that will influence sales success to build a successful business case for new products and solutions.
• Collaborate with external resources and internal partners throughout Fidelity to bring new products and solutions to market.
• Own product development projects from idea to delivery.
• Ensure that assigned products and solutions are optimally positioned for success.
• Demonstrate a high level of product, market, and competitive investment category expertise.
• Develop a deep understanding of the drivers of success within assigned product segment and articulate these effectively to management.
• Develop and be able to articulate a well-supported view of the future of the category or asset class.
• Collaborate with Marketing, Sales and other internal partners in the development of all promotional materials (e.g. marketing collateral, digital, advertising, etc.) for new and existing products and solutions.
• Ensure that assigned products and solutions are supported with strong baseline collateral that clearly and accurately reflects the investment merits of each offering.
• Develop and deliver proactive investment marketing and asset retention ideas to support the firm’s sales efforts.
• Anticipate Marketing and Sales team needs and deliver proactive solutions.

Benefits

• flexible, hourly compensation model that reflects your expertise and the value you bring.
• The hourly rate ranges from $38.00 to $62.00, based on experience and qualifications.
• market-aligned rates that recognize the specialized skills and agility required for this role.
• a compensation package that aligns with provincial pay transparency requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree