Investment Associate
Fidelity Canada has been helping Canadian investors build better financial futures for over 35 years. The Investment Associate is responsible for generating investment and capital markets content to support the sales of FIC funds and ensure that assigned products are optimally positioned for success.
Responsibilities
- Build, maintain and communicate an expert level of knowledge on assigned products and the capital markets in which they invest
- Ensure that assigned products are optimally positioned for success
- Fully support products with content, communications and messages aligned with FIC overall business and sales objectives
- Support sales team members in ad-hoc queries for product information and sales team training
- Build and maintain working relations with assigned investment retail sales teams, and marketing partners
- Build strong relationships across the marketing group
Skills
- Current work authorization for Canada is required for all openings
- Completion of a university degree in business or a related field; or equivalent work experience
- Minimum 1-2 years of experience in financial services, preferably within product (investment) management and/or product research & development
- Interest and/or experience in ETF investment products
- Excellent analysis and problem-solving skills
- Strong communication and presentation skills
- Ability to plan projects, coordinate time requirements and manage personal work to deadlines
- You have a solid understanding of Microsoft Excel and keen analytical skills
- Ability to establish effective business relationships
- An innovative and creative attitude
- Ability to contribute to good working relationships among team members and across different groups
- You thrive in a fast-paced environment and work well with all levels of the organization
- Progressing towards acquiring the CFA designation is an asset, along with any other advanced degree in business or financial analysis
- Proficiency in Python is an asset
Benefits
- RRSP Contribution After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.
- Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, which include up to $5,000 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 two 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.
Company Overview