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About the Role

The Product Research team is Fidelity's centralized source for high quality mutual fund analysis and expertise. The team is the key liaison with Fidelity's investment staff around the globe and acts as the "voice of the portfolio manager" in Canada. As the Product Support Specialist, you will work closely with Investment Analysts to support the production of fund update materials and manage product content.

Responsibilities

Build, update, and enhance presentations and communications for Portfolio Managers and senior leadership.
Perform data quality reviews and maintain fund updates, including MRFPs, QFRs, and materials for the sales team.
Identify and implement solutions to improve efficiency and effectiveness through process simplification and automation.
Partner with Investment Analysts to support the production of fund update materials.
Support Product Directors on ad-hoc product information requests and targeted data analysis.
Act as the primary product content manager, coordinating and submitting required material for marketing and compliance review.
Oversee regulatory reviews through data analytics for the Product Research Team, including Fund risk, category analysis, and Fund Fact data reviews.

Requirements

University degree or equivalent work experience.
1-3 years of financial services experience, preferably with investment product experience.
Strong interest in developing product expertise and understanding how investment strategies translate into client outcomes.
Understanding and demonstrating curiosity for investing.
Proven ability to analyze, condense, and communicate large sets of data.
Excellent organizational skills.
Excellent communication skills, both verbal and written.
Ability to work well independently and within a team in a fast-paced environment.
Strong proficiency in MS Suite, including Microsoft Excel and PowerPoint.
Bilingualism (French/English), both verbal and written, is an asset.
Strong knowledge of VBA and Python is an asset.

Skills

Relationship management
Project management
Attention to detail
Accuracy
Multi-tasking
Handling multiple priorities
Innovative attitude
Creative attitude
Team collaboration
Cross-group collaboration
MS Suite proficiency
Microsoft Excel proficiency
Microsoft PowerPoint proficiency
VBA knowledge (asset)
Python knowledge (asset)
Bilingualism (French/English) (asset)

Location

483 Bay Street in Toronto
3 Robert Speck Parkway in Mississauga

Work Type

Hybrid
Regular
Full-time

Experience Level

1-3 years of financial services experience

Education Level

University degree or equivalent work experience

Salary/Compensations

$79,000 to $101,000

Benefits

Flexible working arrangements
Competitive total compensation
Company contributions to your group RRSP without a matching requirement
Comprehensive health benefits starting on your first day
100% employer-paid health benefit premiums
Up to $5,000 annually 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 time off policy
Two paid days annually to volunteer at a charity of your choice
Diversity and inclusion programs
Extensive professional development opportunities
Access to over 11,000 training and development courses
Tuition reimbursement
Monetary rewards for completing a required designation

About the Company

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.
We are 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.
We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process.
Every hiring decision is reviewed and finalized by our recruiters.
We are proud to have been named one of Canada’s Top 100 employers for the last five years.
We are proud to be recipients of numerous awards including Canada's Top 100 Employers, Greater Toronto's Top Employers, Canada's Top Family-Friendly Employers, Canada's Top Employers for Young People, Great Place To Work® Certified, LinkedIn Top Companies in Canada, Human Resource Director (HRD) - Best Place To Work, Canadian Compassionate Companies – Certified, Benefits Canada's Workplace Benefits Award, TalentEgg National Recruitment Excellence Award, and Canadian HR Reporter's Most Innovative HR Team.

Equal Opportunity

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.
Fidelity Canada welcomes and encourages applications from people with disabilities.
Accommodations are available on request for candidates taking part in the selection process.