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Fidelity Canada

Fidelity Canada

www.fidelity.ca

6 Jobs

1,777 Employees

About the Company

At Fidelity Canada, we've been committed to 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 striving to find new and better ways to help our clients.

Fidelity Canada is part of a broader group of companies, collectively known as "Fidelity Investments", one of the world's largest providers of financial services. We employ over 1,600 full-time employees in offices across the country, headquartered in Toronto with regional offices in Montreal, Calgary, and Vancouver.

Fidelity Canada is made up of two entities: Fidelity Investments Canada ULC (FIC) and Fidelity Clearing Canada ULC (FCC).

Follow us on Instagram, Facebook, YouTube, Spotify, and Apple Podcasts: @FidelityCanada

Legal: fid.me/socialmedia

Listed Jobs

Company background Company brand
Company Name
Fidelity Canada
Job Title
Wealth Operations Administrator
Job Description
**Job Title:** Wealth Operations Administrator **Role Summary** Responsible for maintaining accurate client account balances, executing daily reconciliations, managing fee and trade processing, and supporting managed account operations. Works closely with custodians, vendors, and internal teams to resolve operational items and improve process efficiency within a middle‑office environment. **Expectations** - Perform daily reconciliations of cash balances and holdings. - Resolve discrepancies with custodians and portfolio management systems. - Prepare and present reconciliation reports. - Complete trade processing and corporate action handling. - Support recurring operational tasks (daily, weekly, monthly) with accuracy and timeliness. - Assist in account set‑up and system user onboarding. - Ensure compliance with regulatory requirements and internal policies. - Stay current on industry trends, regulations, and best practices. **Key Responsibilities** - Conduct daily client account reconciliations and investigate breaks. - Escalate unresolved issues to appropriate stakeholders. - Process trades, corporate actions, and fee calculations. - Coordinate with custodians on day‑to‑day operational matters. - Manage exception handling and client service support. - Onboard new relationship managers and support back‑office operations. - Maintain accurate records across managed accounts. - Collaborate with operations, compliance, and custody teams. **Required Skills** - Strong knowledge of wealth‑management operations and procedures. - Exceptional administrative and organizational abilities. - Detail‑oriented with prioritization skills. - Team player with cross‑functional collaboration experience. - Ability to work in a fast‑paced, evolving environment. - Proficiency in reconciliation processes. - Comfortable handling multiple tasks and “rolling up sleeves”. - Bilingual in English and French is an asset. **Required Education & Certifications** - University degree in Business, Commerce, Finance, or related field (or equivalent experience). - 2–3 years of relevant wealth‑management operations experience. - Reconciliation experience. - Familiarity with Harmony, Dataphile, uniFide, Salesforce is a plus. - Completion of Canadian Securities Course (CSC) and Conduct & Practice Handbook (CPH) is an asset.
Toronto, Canada
On site
Junior
08-11-2025
Company background Company brand
Company Name
Fidelity Canada
Job Title
Digital Marketing Specialist
Job Description
**Job title** Digital Marketing Specialist **Role Summary** Execute and optimize marketing automation, sales enablement, and digital communication campaigns to enhance lead generation, client engagement, and overall marketing ROI. **Expectations** - Manage end‑to‑end campaigns across email, web, and event platforms. - Collaborate with cross‑functional teams to maintain data hygiene, content libraries, and performance reporting. - Drive continuous improvement through A/B testing, reporting, and industry research. **Key Responsibilities** - Operate and support marketing automation platforms (e.g., Marketo) and CRM systems (e.g., Salesforce). - Design, develop, launch, and track email, landing page, and multi‑channel campaigns. - Assist sales enablement efforts, providing tools and content that support the buyer’s journey. - Maintain content library and oversee production of digital assets and documents. - Conduct database maintenance, ensuring accurate data for segmentation and reporting. - Generate regular performance reports, tracking metrics such as open rates, CTR, conversion, and client attribution. - Analyze campaign results, prepare post‑mortem reports, and recommend optimizations. - Research and implement automation, AI, and digital trends to support innovative marketing solutions. **Required Skills** - Minimum 1 year marketing operations or campaign management experience. - Proficiency with marketing automation (Marketo) and CRM (Salesforce). - Understanding of sales enablement tools (e.g., Seismic). - Strong analytical, organizational, and multi‑tasking abilities. - Excellent written and verbal communication. - Ability to collaborate with Sales, Analytics, Finance, and IT. **Required Education & Certifications** - University degree or equivalent work experience. - PMP or Marketing Automation Certification (e.g., Marketo) preferred. ---
Toronto, Canada
On site
Fresher
20-12-2025
Company background Company brand
Company Name
Fidelity Canada
Job Title
Cyber Security Risk Director
Job Description
**Job Title:** Cyber Security Risk Director **Role Summary:** Lead the second‑line cyber risk management function, developing, implementing, and continuously improving Fidelity Canada’s cybersecurity risk framework across all business units. Act as the primary advisor to senior leadership on cyber risk, regulatory compliance, and incident response, ensuring alignment with enterprise risk appetite and industry standards. **Expectations:** - Deliver a mature, enterprise‑wide cyber risk oversight program that satisfies regulatory, internal, and external stakeholder requirements. - Provide strategic guidance on cyber risk assessment, mitigation, and monitoring, and influence risk‑aware decision‑making across the organization. - Manage and mentor a cross‑functional team, fostering collaboration between Information Security, Technology Risk, and Business units. - Maintain proactive engagement with external cyber experts and regulatory bodies. **Key Responsibilities:** 1. Own and continuously enhance the cyber risk framework, policies, and methodologies. 2. Conduct planned and ad‑hoc technical risk reviews; evaluate technology and business initiatives for cyber implications. 3. Represent Fidelity Canada on FIL cyber governance committees and external advisory panels. 4. Develop and oversee the Cyber Risk Oversight Program, aligning with enterprise risk appetite and regulatory requirements. 5. Identify, assess, and communicate cyber risks to business units and Information Security stakeholders; ensure accountability and risk awareness. 6. Monitor global cyber threat trends; deliver analytical insights to senior management on risk posture. 7. Challenge first‑line risk management processes, providing risk opinions and remediation recommendations. 8. Lead second‑line involvement in major cyber incidents, including privacy events, coordinating response and post‑incident reviews. 9. Produce regular risk reporting to senior management and governance committees. 10. Manage relationships with external cyber risk experts, consultants, and auditors. 11. Ensure all deliverables meet established quality, timeliness, and accuracy standards. **Required Skills:** - Executive stakeholder engagement and communication. - Deep knowledge of cyber risk management best practices. - Expertise in NIST CSF, ISO 27001, and COBIT frameworks. - Experience designing and implementing cyber risk oversight programs in financial services. - Strong analytical and problem‑solving abilities. - Incident response leadership and crisis management. - Project management and cross‑functional team leadership. **Required Education & Certifications:** - Bachelor’s degree in Computer Science, Information Technology, Cybersecurity, Finance, Risk Management, or equivalent. - 7+ years of cyber risk experience, including 5+ years in a management or second‑line role. - Professional certifications: CISSP, CISM, CRISC, or equivalent. - Proven experience with regulatory compliance in the financial sector (e.g., FFIEC, PCI‑DSS, GDPR, PIPEDA). ---
Toronto, Canada
On site
Senior
27-12-2025
Company background Company brand
Company Name
Fidelity Canada
Job Title
Software Developer
Job Description
**Job Title:** Software Developer **Role Summary:** Develop, support, and enhance Salesforce CRM and Marketo event‑management solutions for Fidelity Investments Canada. Work remotely, collaborating with IS and business teams to deliver reliable, scalable applications and provide on‑call technical support. **Expectations:** - 2+ years full‑stack development experience (Java, JavaScript). - Ability to design, code, test, and deploy Salesforce (LWC, Apex, Visualforce) and analytics components. - Deliver high‑quality code, adhere to project timelines, and respond to support tickets promptly. - Communicate technical concepts clearly to business stakeholders. - Demonstrate leadership, attention to detail, and a customer‑service orientation. **Key Responsibilities:** - Build and maintain Salesforce Lightning Web Components, Apex classes, Visualforce pages, and Einstein Analytics/Tableau CRM assets. - Configure and develop Marketo event‑management integrations. - Define project scopes, create design specifications, estimate effort, and plan testing/implementation. - Perform unit testing and collaborate with IS and business teams for error‑free releases. - Participate in upgrades, migrations, and on‑call support for Salesforce.com and Marketo applications. - Proactively suggest process and technical improvements; deliver demos and technical presentations to business partners. **Required Skills:** - Java and JavaScript full‑stack development (2+ years). - Web services development (REST). - Full software development lifecycle expertise. - Strong analytical, problem‑solving, and documentation abilities. - Effective written and verbal communication; teamwork and self‑starting mindset. - Basic understanding of financial services industry. **Required Education & Certifications:** - University degree in Computer Science or related field, or equivalent work experience. - Preferred: Salesforce Certified Platform Developer I or II. **Nice‑to‑Have (Optional):** - Salesforce development experience (LWC, Apex, Visualforce, Service Cloud, Financial Cloud). - Experience with Einstein Analytics/Tableau CRM. - SaaS, CRM, and event‑management system architecture knowledge. - Marketo development experience. - Development experience in the mutual funds sector.
Toronto, Canada
On site
Junior
01-01-2026