Fidelity Investments – Manager Business Systems Analysis – Toronto, ON

Company: Fidelity Investments

Location: Toronto, ON

Expected salary:

Job date: Thu, 10 Jul 2025 02:44:47 GMT

Job description: Job DescriptionCurrent work authorization for Canada is required for all openings.You will be working on a 100% remote office schedule as part of Fidelity’s dynamic working arrangement.Who We AreFidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.-based firms.For more information about Fidelity Clearing Canada, please visitBusiness OverviewThe Manager, Business Systems Analysis is responsible for mentoring and providing direction for the Business Systems Analysts within Fidelity Clearing Canada’s Technology Group. The manager will be responsible for executing the divisional business plans as well as managing the day-to-day operations. This includes managing resource allocation for projects, business systems analysis, functional testing support, software configuration, release management, and progress monitoring across initiatives.The ideal candidate will have demonstrated experience delivering application integrations and /or cloud solutions from a technical standpoint. They will also provide strong leadership by offering guidance, coaching, and removing obstacles to ensure the team’s success.In addition, a good understanding of operational excellence in wealth management or the brokerage industry would be beneficial.What You Will DoWork closely with direct reports and management peers to proactively manage resource pool to meet business expectationsPromote excellence in business systems analysis activitiesProvide subject matter expertise in Fidelity Clearing Canada’s applications and related business processesBuild effective relationships with business and Technology partners to attain a proactive approach to solutions and designManage day to day activities of the Business Systems AnalystProvide team leadership to attract/retain high quality peopleProvides mentorship and coaching to other team members. Also provide training to enable other team members to meet/exceed expectationsCoaching, Development & Performance Management: Foster an environment that promotes feedback while managing day to day operation of the teamThe Expertise You BringKnowledge of SDLC and Agile software deliveryApplication integrations and an understanding of API architecture and designCI/CD tools such as GitLab, Jenkins, XML and BitBucketUnderstanding of AWS and Cloud infrastructuresKnowledge of Atlassian suite, JIRA, ConfluenceEffective coaching and leadership skillsProven experience in building and managing relationships with customers and team membersConsults with business partners and team members in developing solutionsStrong communication skills both written and verbalStrong interpersonal skillsA creative and highly motivated results producer. Able to deliver against business objectives and service standardsOrganized self-starter, with a customer service focus and ability to manage a team and complex tasksWhat We’re Looking For5+ years in Business Systems Analysis work experience3+ years of experience in a leadership role, supervisory or coaching.Experience in the wealth management, banking or capital markets; Vendor management would be an assetEducationUniversity degree or equivalent work experienceNice to have PMP designationSome of the ways we’ll help you feel valued and supported as part of our team: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 youComprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapyParental leave top-up to 100% of your salary for a period of 25 weeksUp to $650 for home office equipmentGenerous time off policy, including 2 paid days annually to volunteer at a charity of your choiceDiversity and inclusion programs, including an active network of Employee Resource GroupsExtensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designationWe care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.Fidelity Canada is an equal opportunity employerFidelity 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.Accommodation during the application processFidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at .No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.Why Work at Fidelity?We are proud to be recipients of the following:Awards

  • Canada’s Top 100 Employers

o Greater Toronto’s Top Employers
o Canada’s Top Family-Friendly Employers
o Canada’s Top Employers for Young People

  • Great Place To Work® Certified

o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today’s Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

  • LinkedIn Top Companies in Canada
  • Human Resource Director (HRD) – Best Place To Work

o HRD – 5-Star Benefit Program
o HRD – 5-Star Diversity & Inclusion EmployerDesignations

  • Canadian Compassionate Companies – Certified
  • Benefits Canada’s Workplace Benefits Award – Future of Work Strategy
  • TalentEgg National Recruitment Excellence Award – Special Award for Diversity & Inclusion in Recruiting
  • Canadian HR Reporter’s Most Innovative HR Team

Fidelity Investments – Project Manager FCC – Toronto, ON

Company: Fidelity Investments

Location: Toronto, ON

Expected salary:

Job date: Thu, 10 Jul 2025 01:43:13 GMT

Job description: Job DescriptionYou will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.Who We AreAt 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 – and we’re 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 expertly.Business OverviewFidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.-based firms. Fidelity Clearing Canada’s core values for solution delivery are centered around transparency, leadership, and collaboration.What You Will DoThe Project Manager will be responsible for successful planning and execution of cross-functional initiatives that define and deliver solutions to meet business needs, tackle business problems and develop new service and product offerings to our clients. Fidelity Clearing initiatives drive scalability, innovation, and continuous improvement of our services in the Canadian Marketplace. The ideal candidate is an adaptable professional, with an entrepreneurial mindset, a high degree of initiative; comfortable in fast-paced, dynamic, and highly collaborative environment.The Project Manager will be accountable for planning and executing projects by:

  • Strategizing on delivery approach with business stakeholders, and leadership
  • Developing and executing on a plan with key achievements and clear deliverables and timelines
  • Day to day Scrum Master responsibilities to distributed Agile delivery teams
  • Champion Agile values across the organization
  • Project Resource Management, tracking of work progress and project financials
  • Business Readiness Planning / Deployment / Transition to Operations
  • Managing project risk throughout the project lifecycle
  • Working and presenting with senior management and C-level executives and clients

What We Are Looking For:

  • Completed Post-secondary Degree (University/College) or equivalent work experience
  • 3-5 years of Project Management experience in the financial industry, preferably within Capital Markets
  • Experience managing technology/cloud infrastructure (AWS) initiatives is an asset
  • Working experience within an Agile delivery environment and knowledge of various agile frameworks: Scrum, Kanban, SAFe, and Lean
  • Agile/SAFe/Scrum Master Certification is an asset, PMP Certification or equivalent

The Skills You Bring:

  • Experience in Project Planning, Management and Lifecycle methodologies
  • Excellent grasp of Agile values, principles, and practices including experience facilitating events like Sprint Planning, standups, retrospectives, and reviews
  • Experience in managing multiple priorities in a matrix environment
  • Able to build relationships and manage multiple external vendors with the focus on integration of vendor solutions with internal ecosystems of processes and technologies
  • Possesses strong communication and influencing skills

Current work authorization for Canada is required for all openings.Some of the ways we’ll help you feel valued and supported as part of our team:

  • 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 $5000 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

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.Fidelity Canada is an equal opportunity employerFidelity 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.Accommodation during the application processFidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at .No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.Why Work at Fidelity?We are proud to be recipients of the following:Awards

  • Canada’s Top 100 Employers

o Greater Toronto’s Top Employers
o Canada’s Top Family-Friendly Employers
o Canada’s Top Employers for Young People

  • Great Place To Work® Certified

o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today’s Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

  • LinkedIn Top Companies in Canada
  • Human Resource Director (HRD) – Best Place To Work

o HRD – 5-Star Benefit Program
o HRD – 5-Star Diversity & Inclusion EmployerDesignations

  • Canadian Compassionate Companies – Certified
  • Benefits Canada’s Workplace Benefits Award – Future of Work Strategy
  • TalentEgg National Recruitment Excellence Award – Special Award for Diversity & Inclusion in Recruiting
  • Canadian HR Reporter’s Most Innovative HR Team

Senior Manager, Digital Marketing, Investments – Royal Bank of Canada – Toronto, ON

Company: Royal Bank of Canada

Location: Toronto, ON

Expected salary:

Job date: Wed, 09 Jul 2025 23:44:26 GMT

Job description: Job SummaryJob DescriptionWhat is the opportunity?The RBC Direct Investing Digital Marketing team is seeking a strategic and visionary Senior Manager to help drive the digital product discovery experience. As Senior Manager, you will have significant accountability for leading the online Client Experience, driving a differentiated digital storefront that will drive online conversion and growth for the business. This role requires a proven track record of online brand expression, ownership and using insights to develop highly innovative and impactful digital marketing strategies.The Senior Manager is one who thrives in a fast pace, innovative and rapidly growing business. They will champion online brand storytelling, support the product marketing strategy across highly integrated campaigns and bring big ideas to life through collaboration, data insights and creativity, driving business priorities and exceeding targets.What will you do?

  • Design, mobilize, lead and implement digital marketing strategy for individual strategic projects
  • Own the translation of brand strategy into impactful and actionable product digital marketing strategies across owned channels
  • Be a subject matter expert on digital marketing best practices and digital client experience trends, which you will leverage to inform digital brand evolution, the online product marketing strategy and insight driven approaches, sparking the development of innovative opportunities and testing
  • Navigate complexity through working collaboratively with key stakeholders across the organization including internal and external partners from ideation, strategy development and execution to deliver superior outcomes
  • Create high impact digital marketing assets by leveraging new technologies, data and processes to optimize the effort required to produce content while optimizing and personalizing the client experience with a channel appropriate focus
  • Achieve optimization across the entire online funnel, delivering on business goals and maximizing ROI
  • Support Search Engine Optimization strategy in collaboration with the SEO and product teams to drive revenue by increasing the number of qualified visitors to investments public sites, developing new tracking and reporting capabilities for the sites.
  • Lead and inspire a high performing team fostering a culture with a growth mindset, passion for creativity / continuous / bold thinking, experimentation, solution orientation and intrinsic curiosity

What do you need to succeed?Must-have

  • 7+ years of Digital Marketing experience within financial services, a startup or with a highly innovative brand
  • Demonstrated experience building and evolving a differentiated successful online brand in a highly competitive and fast-paced space
  • Experience leading successful large scale digital marketing projects to support business targets. Demonstrated track record of client focus and strategic thinking (“why” in addition to ”what”)
  • Proven ability to work in a collaborative, supportive way in cross-functional teams and across the organization while being a change-agent who can adapt and thrive with a rapidly evolving category, as well as an ambiguous, agile and changing environment
  • Proven ability to influence, work across and inspire greatness in a high complex organization, including at all levels of management
  • Strong leadership, exceptional storytelling, excellent communication and interpersonal skills with a passion for innovation and challenging status quo with an emphasis on stakeholder management and obtaining buy in from various teams and seniority levels through influence, partnering and collaboration

Nice-to-have

  • MBA and/or investment related credentials
  • Active self-directed investor

What’s in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.Ability to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workJob Skills Business Case Design, Business Case Design, Collaborating, Communication, Critical Thinking, Design, Digital Marketing, Digital Marketing Analysis, Digital Marketing Analytics, Digital Marketing Automation, Digital Marketing Campaigns, Digital Marketing Management, Digital Marketing Plan, Digital Marketing Planning, Digital Marketing Platforms, Digital Marketing Solutions, Digital Marketing Technology, Digital Marketing Tools, Effectiveness Measurement, Financial Regulation, Interpersonal Relationship Management, Investments, Planning Ability, Product Development Lifecycle, Product Development Methodology {+ 4 more}Additional Job DetailsAddress: RBC WATERPARK PLACE, 88 QUEENS QUAY W:TORONTOCity: TORONTOCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: PERSONAL & COMMERCIAL BANKINGJob Type: RegularPay Type: SalariedPosted Date: 2025-07-08Application Deadline: 2025-07-22Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .

Job Summary: Senior Manager, Digital Marketing at RBC Direct Investing

Opportunity Overview:
RBC Direct Investing seeks a strategic and innovative Senior Manager to enhance the digital product discovery experience. This role emphasizes improving the online client experience, fostering a distinctive digital storefront for increased conversion and growth.

Key Responsibilities:

  • Lead and implement digital marketing strategies for strategic projects.
  • Translate brand strategy into effective online product marketing across various channels.
  • Provide expertise on digital marketing trends to inform brand evolution and test new ideas.
  • Collaborate with stakeholders to achieve superior outcomes from strategy development to execution.
  • Create impactful digital marketing assets using data and technology to enhance client experience.
  • Optimize online funnels to meet business objectives and maximize ROI.
  • Collaborate on SEO strategies to attract qualified visitors and develop tracking/reporting capabilities.
  • Inspire a high-performing team, promoting a culture of creativity, continuous improvement, and curiosity.

Qualifications:

  • 7+ years of digital marketing experience, preferably in financial services or innovative brands.
  • Proven track record in building successful online brands in competitive environments.
  • Experience leading large-scale marketing projects with a strong client focus and strategic thinking.
  • Ability to work collaboratively in a complex organization and influence change.
  • Strong leadership, storytelling, and communication skills.

Desirable Attributes:

  • MBA or investment-related credentials.
  • Active self-directed investor.

Benefits:

  • Opportunity to make a lasting impact in a dynamic team environment.
  • Access to challenging work that fosters professional growth.
  • Commitment to an inclusive and diverse workplace culture.

Applications:
Interested candidates can apply until July 22, 2025, at RBC Waterpark Place, Toronto. RBC emphasizes inclusion and actively seeks diverse perspectives in its workforce.

Active Impact Investments – Frontend Engineer (Metafold 3D) – Toronto, ON

Company: Active Impact Investments

Location: Toronto, ON

Expected salary:

Job date: Sun, 22 Jun 2025 05:38:36 GMT

Job description: The OpportunityWe are looking for an experienced Application Developer to join the Metafold tech team. As our primary frontend developer, you will be building a variety of client-facing applications to demonstrate and realize Metafold’s core technologies.About UsMetafold’s Geometric Intelligence™ API is a toolkit for working with 3D data. Manufacturers use Geometric Intelligence™ to evaluate manufacturability, optimize part performance, or extract embedded insights from their proprietary part catalogs. Our customers dramatically reduce manual checks with Metafold’s automated geometric queries, answering questions like: What manufacturing process should we use to make this part? Have I made something similar in the past? Can I manufacture this part with the machines on my shop floor?Built on breakthrough mathematical foundations, our cloud-based platform helps leading brands accelerate product innovation while reducing costs—whether they’re developing high-performance sportswear, lightweighting aerospace components, or running high-volume manufacturing operations. Global manufacturers trust Metafold to analyze millions of designs and unlock new possibilities in product performance, sustainability, and market responsiveness.Who you are

  • Experience building applications for the web in React/Typescript (or similar frameworks, Next.js preferred)
  • Prefer writing code that prioritizes simplicity and clarity over abstraction and speed of delivery
  • Comfortable working with lower-level systems based on WebAssembly (WASM)
  • Interest in experimenting with the latest web technologies
  • Comfortable writing critical functionality from scratch
  • Keen sense for pragmatic user interface design

What you’ll do

  • Take ownership of existing and new web application development
  • Features range from: interactive 3D viewports; processing and displaying large datasets; and simple asynchronous CRUD operations
  • Continuously iterate and improve on application architecture while delivering key functionality in a fast-paced environment
  • Pull together multiple ongoing backend development efforts into a cohesive and intuitive interface
  • Manage application deployments and enforce security best practices
  • Author and support client-facing software libraries to facilitate programmatic access to our backend(s)

Bonus points

  • Experience building applications involving 3D graphics and geometry: writing shaders and host/GPU state synchronization
  • Experience working with real-time communication protocols such as WebSocket or WebRTC
  • Experience building applications for native platforms

Other DetailsWork Structure/LocationThis is a remote role open to candidates in Eastern Canada. Bonus points if you’re located in Toronto, where most of our team and ecosystem partners are based.Compensation and BenefitsPerks/Benefits: Remote-first workplace, budget for personal development and workplace enhancementsCultureFounded by mathematicians and architects, Metafold has a high trust, first principles, no dumb questions approach to building a company as a team.We’re committed to building a diverse and inclusive team where everyone feels valued, respected, and supported. We welcome applications from all qualified individuals, including those who identify as women, Indigenous peoples, persons with disabilities, members of visible minorities, and members of 2SLGBTQIA+ communities. Accommodations are available upon request throughout the recruitment process, in accordance with the Accessibility for Ontarians with Disabilities Act (AODA).

Fidelity Investments – Software Developer – Toronto, ON

Company: Fidelity Investments

Location: Toronto, ON

Expected salary:

Job date: Wed, 25 Jun 2025 03:19:38 GMT

Job description: Job DescriptionCurrent work authorization for Canada is required for all openings.You will be working on a 100% remote schedule as part of Fidelity’s dynamic working arrangement.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 – and we’re 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.What You Will DoThe Software Developer is responsible for having a strong aptitude for understanding complex business problems and translating their technical knowledge into practical, implementable solutions that will drive high impact business value.The successful candidate will work closely with other team members to maintain internal applications and develop new products and services.Work with stakeholders, technology, and agile project managers to define business requirements for every scrum / project and map out end-to-end solutionsDesign, develop, enhance, modify, and maintain application code and software solutions based on specific business requirementsLiaise with internal user groups as needed to effectively program applications based on business and systems requirementsEnsures that functional specifications can be implemented technically while developing and innovating creative solutionsBe an integral part of the Information System’s team focused on the effective development and support of internal facing applicationsWork collaboratively with peers and business partners to deliver high quality projects and innovative solutions that advance Fidelity’s position within the Mutual Fund IndustryWhat We’re Looking ForDegree in Computer Science, Software Engineering, Economics or Mathematics or equivalent working experience2+ years of experience in software development, preferable in the financial services/mutual fund/investment industryDevelopment experience in Angular/NgRX with HTML 5.0/CSS backgroundGood knowledge of SQL or other database platforms such as Oracle or ProgressEffective communication skills with ability to prepare project documentation & presentationsThe Skills You BringExcellent written and verbal communicationsStrong attention to detailStrong analytical, conceptual, and innovative problem-solving abilitiesAbility to work independently while being in a team environmentStrong technical insight and experience to inform, guide, challenge and support technical decisionsSome of the ways we’ll help you feel valued and supported as part of our team:

  • 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 $5000 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

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.Fidelity Canada is an equal opportunity employerFidelity 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.Accommodation during the application processFidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at .No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.Why Work at Fidelity?We are proud to be recipients of the following:Awards

  • Canada’s Top 100 Employers

o Greater Toronto’s Top Employers
o Canada’s Top Family-Friendly Employers
o Canada’s Top Employers for Young People

  • Great Place To Work® Certified

o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today’s Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

  • LinkedIn Top Companies in Canada
  • Human Resource Director (HRD) – Best Place To Work

o HRD – 5-Star Benefit Program
o HRD – 5-Star Diversity & Inclusion EmployerDesignations

  • Canadian Compassionate Companies – Certified
  • Benefits Canada’s Workplace Benefits Award – Future of Work Strategy
  • TalentEgg National Recruitment Excellence Award – Special Award for Diversity & Inclusion in Recruiting
  • Canadian HR Reporter’s Most Innovative HR Team

Senior Marketing Manager, Retail Investments – BMO Financial Group – Toronto, ON

Company: BMO Financial Group

Location: Toronto, ON

Expected salary: $68000 – 126000 per year

Job date: Thu, 19 Jun 2025 22:09:01 GMT

Job description: Application Deadline: 07/03/2025Address: 100 King Street WestJob Family Group: Marketing

  • Develop & implement strategic marketing plans to drive customer acquisition and revenue growth for Retail Investments across digital channels.
  • Design and optimize automated journeys to drive customer onboarding, engagement, retention and share of wallet. Experience with Salesforce Marketing Cloud or another CRM and marketing automation platform considered an asset.
  • Oversee execution of integrated campaigns. Development of creative and media briefs, managing timelines, budgets and cross-functional collaboration with internal stakeholders / agency partners.
  • Analyze market trends, customer insights/analytics and campaign performance to inform strategy and maximize ROI.
  • Manage and mentor team members, supporting their development and ensuring effective workload management.

Consults on marketing solutions delivered across BMO’s digital properties that meet the goals and objectives of the assigned portfolio and deliver the intended customer experience. Leverages analytics to identify high-impact opportunities to improve customer engagement, conversion rates, customer retention and revenue as well as optimize the user experience across multiple technologies and properties such as web, mobile, and tablet applications. Works with a variety of stakeholders and initiatives to design, implement and measure performance of campaigns and programs. Ensures consistent application of BMO’s brand and design system standards.

  • Acts as a trusted advisor to assigned business/group.
  • Influences and negotiates to achieve business objectives.
  • Recommends and implements solutions based on analysis of issues and implications for the business.
  • Identifies emerging issues and trends to inform decision-making.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Assists in the development of strategic plans.
  • Leads/participates in the design, implementation and management of new digital marketing campaign and program solutions.
  • Ensures alignment between stakeholders.
  • Conducts various pre-implementation and post-implementation analyses to estimate/measure campaign/program impact e.g., revenue increase, cost reduction, corporate brand image favourability.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Identifies optimization opportunities through the interpretation of customer insights and campaign/program performance measurement.
  • Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
  • Leads the design, development, and implementation of digital marketing.
  • Automates validation tests to improve quality and efficiency of the validation process.
  • Validates and tests models used in marketing measurement and reporting to assess/address performance and compliance.
  • Leads/participates in the design, implementation and management of core business/group processes.
  • Monitors and tracks campaign/program performance, user acceptance testing, and addresses any issues.
  • Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Provides advice and guidance to assigned business/group on implementation of solutions; may include campaign planning, content and creative development, monitoring/optimization and campaign reporting.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Builds effective relationships with internal/external stakeholders.
  • Collaborates with product, marketing, agency teams and channels teams to deliver on business objectives.
  • Gathers and formats data into regular and ad-hoc reports, and dashboards.
  • Analyzes data and information to provide customer behavior and campaign related insights and recommendations.
  • Executes routine tasks such as service requests, transactions, queries, etc. within relevant service level agreements.
  • Monitors compliance with policy, brand standards and design system standards, escalates as required.
  • Coordinates and executes campaign and program activities; makes changes to resolve issues.
  • Monitors and tracks campaign performance and addresses any issues.
  • Documents and maintain operational procedures and processes relating to digital marketing methodologies and campaigns.
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
  • Provides specialized consulting, analytical and technical support.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently and regularly handles non-routine situations.
  • Broader work or accountabilities may be assigned as needed.

Qualifications: * Typically between 5 – 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

  • Post-secondary degree in business, marketing or communications related discipline.
  • Knowledge and experience in financial services.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Verbal & written communication skills – In-depth.
  • Collaboration & team skills – In-depth.
  • Analytical and problem solving skills – In-depth.
  • Influence skills – In-depth.
  • Data driven decision making – In-depth.

Salary: $68,000.00 – $126,000.00Pay Type: SalariedThe above represents BMO Financial Group’s pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:About UsAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.To find out more visit us at .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Summary of Job Posting

Position Title: Marketing Role

Application Deadline: July 3, 2025
Location: 100 King Street West

Primary Responsibilities:

  • Develop and implement marketing strategies to enhance customer acquisition and revenue in Retail Investments, focusing on digital channels.
  • Design automated customer journeys for onboarding, engagement, and retention.
  • Lead integrated campaign execution, managing budgets, timelines, and collaboration across teams.
  • Analyze market trends and campaign performance to optimize ROI and improve customer engagement and retention.
  • Mentor team members and manage their workloads effectively.
  • Consult on marketing solutions meeting business objectives across BMO’s digital platforms.
  • Design and implement digital marketing campaigns, manage change initiatives, and ensure compliance with brand standards.

Qualifications:

  • 5-7 years of relevant experience in marketing, preferably in financial services.
  • Post-secondary degree in business, marketing, or communications.
  • Strong analytical, communication, and problem-solving skills.
  • Experience with CRM and marketing automation tools (Salesforce Marketing Cloud preferred).

Salary Range: $68,000 – $126,000 (varies based on location, skills, and experience).

Benefits: Includes health insurance, tuition reimbursement, retirement plans, and performance incentives.

Company Values: BMO fosters an inclusive and equitable workplace, encouraging collaborative innovation to positively impact customers and communities.

Note: BMO does not accept unsolicited resumes from recruitment agencies.

Marketing Automation Manager – Fidelity Investments – Toronto, ON

Company: Fidelity Investments

Location: Toronto, ON

Expected salary:

Job date: Thu, 03 Jul 2025 23:43:04 GMT

Job description: Job DescriptionPlease note:Current work authorization for Canada is required for all openings.You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement.This is a regular, full-time opportunity.Who We AreAt 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 – and we’re 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.How You’ll Make an ImpactThe Marketing Automation Manager will be responsible for designing and executing automated and ad-hoc campaigns, primarily using email marketing and involving some mobile marketing.Working under the guidance of the Manager, Marketing Automation, this role supports and maintains efficient operations across Fidelity’s marketing automation and sales enablement platforms, in addition to other initiatives, such as the automated production of fund performance materials.The ideal candidate will also have expertise in building and optimizing landing pages with integrated forms, developing and managing campaign workflows, and conducting analytics and reporting across various distribution lines. The objectives are to acquire and convert leads, drive sales, mitigate redemptions, and successfully promote awareness of Fidelity’s brands, products, and services.Key Accountabilities:1. Marketing automation and sales enablement supportTimely and accurate execution of email marketing campaigns in marketing automation platforms, such as Marketo.Publishing and maintenance of sales enablement material in Seismic.Ideation and execution of new email and lead generation campaigns to support AUM growth and sales.Collaborate with other teams to build and improve lead generation and nurture campaigns.Support and evolve marketing automation campaigns for various distribution channels.Build and maintain landing pages with integrated forms to support lead generation and campaign goals.Collaborate with cross-functional teams to design and optimize lead generation and nurture workflows.Knowledge and adherence to company and regulatory policies/regulations around data, consent, and privacy.2. Database maintenance, content production and campaign executionSupport the on-time and efficient delivery of performance materials (MarketPulse, FundPulse, FactSheets, Quarterly Fund Review, Performance Updates).Established customer journeys reviewed monthly – Campaign KPIs.Contribute to resource efficiency by streamlining campaign operations and content updates.3. Marketing effectiveness, measurement, and reportingPlan, execute, and measure experiments and conversion tests.Quarterly campaign reporting.Continuous campaign effectiveness improvement as demonstrated by KPIs.Optimizing marketing automation programs for maximum performance aligned to goals.Effective communication of campaign business impact to stakeholders.Decrease in Product and Marketing resources required to keep materials up to date.Conduct research to aid others in continual optimization through A/B and multivariate testing.Assist in the development of regular reporting on campaign performance and help with conducting postmortem analysis.4. Automation, A.I. and digital subject matter expertParticipation and membership on project teams related to digital marketing initiatives.Produce documentation, process maps, and reports to support marketing operations.Conducting ongoing research into digital trends in the industry to ensure Fidelity Canada is pursuing market-leading tactics.5. Campaign design and operationsPartner with others in Marketing, Sales, Emerging distribution channels, Finance and IS to create targeted email campaigns.Monitor and adjust automation campaigns to improve KPIs and business impact.Ideate, plan, and implement new campaigns to support departmental/corporate targets.Manage audience segmentation and data quality to ensure campaign precision and effectiveness.Developing and documenting marketing automation job aides and best practices including list management, optimization, data quality, data hygiene and troubleshooting.What We Are Looking For:University degree or equivalent work experience.3+ years of marketing operations or production management experience.Understanding of marketing automation and CRMs (e.g., Marketo, Salesforce).Understanding of sales enablement (e.g., Seismic).Nice to Have’s:3-5 years of experience in the Mutual Fund/Financial Services industry.Experience in document and content production technology (e.g., Adobe Creative Suite) Experience with database management and content production.PMP/Marketo Certification.The Expertise You Bring:Creative thinking with a passion for growth and performance marketing.Excellent communication skills, both written and verbal, are required.The ability to multi-task and manage multiple ongoing projects.Project management, organizational abilities, and strong analytical skills essential.Interpersonal and influencing skills to achieve goals in Fidelity’s collaborative environment.Some of the ways we will help you feel valued and supported as part of our team:Flexible working arrangements.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, which include up to $5000 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.We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.Fidelity Canada is an equal opportunity employerFidelity 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.Accommodation during the application processFidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at .No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.Why Work at Fidelity?We are proud to be recipients of the following:Awards

  • Canada’s Top 100 Employers

o Greater Toronto’s Top Employers
o Canada’s Top Family-Friendly Employers
o Canada’s Top Employers for Young People

  • Great Place To Work® Certified

o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today’s Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

  • LinkedIn Top Companies in Canada
  • Human Resource Director (HRD) – Best Place To Work

o HRD – 5-Star Benefit Program
o HRD – 5-Star Diversity & Inclusion EmployerDesignations

  • Canadian Compassionate Companies – Certified
  • Benefits Canada’s Workplace Benefits Award – Future of Work Strategy
  • TalentEgg National Recruitment Excellence Award – Special Award for Diversity & Inclusion in Recruiting
  • Canadian HR Reporter’s Most Innovative HR Team

Job Summary: Marketing Automation Manager at Fidelity Canada

Position: Marketing Automation Manager
Location: Hybrid work arrangement in Canada
Type: Full-time

About Fidelity:
A trusted financial services provider for over 35 years, Fidelity Canada is dedicated to helping clients build better financial futures. The company emphasizes innovation, diversity, and career growth in an inclusive work environment.

Role Overview:
The Marketing Automation Manager will design and execute email and mobile marketing campaigns, manage marketing automation and sales enablement platforms, and support lead generation initiatives. The role demands expertise in campaign analytics, workflow development, and compliance with regulations concerning data privacy.

Key Responsibilities:

  1. Marketing Automation Support:

    • Execute and maintain email campaigns using platforms like Marketo.
    • Collaborate on lead generation and nurture campaigns.
    • Manage landing pages and ensure adherence to regulatory policies.
  2. Database Management & Campaign Execution:

    • Ensure timely delivery of marketing materials.
    • Streamline operations for resource efficiency.
  3. Measurement & Reporting:

    • Analyze campaign effectiveness and optimize for performance.
    • Conduct A/B testing and quarterly reporting.
  4. Digital Expertise:

    • Participate in digital marketing initiatives, researching trends to implement best practices.
  5. Campaign Operations:

    • Collaborate with cross-functional teams to design targeted campaigns.
    • Maintain data quality for effective audience segmentation.

Qualifications:

  • Essential:

    • University degree or equivalent experience.
    • 3+ years in marketing operations or production management.
    • Familiarity with marketing automation (e.g., Marketo) and CRMs (e.g., Salesforce).
  • Preferred:

    • Experience in the Mutual Fund/Financial Services industry.
    • Knowledge of content production tools (e.g., Adobe Creative Suite).
    • Project management and analytical skills.

Benefits:

  • Flexible work arrangements and competitive compensation.
  • Comprehensive health benefits with no premium requirement.
  • Parental leave top-up and generous time-off policies.
  • Commitment to diversity and inclusion, with support for professional development and volunteer opportunities.

Additional Information:

Fidelity Canada is an equal opportunity employer that values diversity and inclusion. Accommodations are available during the selection process for candidates with disabilities.

This role is ideal for creative thinkers who excel in performance marketing and want to make a positive impact in a supportive team environment.

District Inventory Auditor – GPM Investments – Orlando, FL

Company: GPM Investments

Location: Orlando, FL

Expected salary: $18 per hour

Job date: Fri, 27 Jun 2025 04:00:49 GMT

Job description:

Job Description: Store Condition and Safety Inspector

Position Overview:

We are seeking a detail-oriented and proactive Store Condition and Safety Inspector to join our team. In this role, you will conduct thorough visual checklists at each store location, ensuring optimal store conditions and compliance with safety standards. Your responsibilities will include identifying maintenance issues, addressing safety concerns, and evaluating marketing displays to enhance customer experience.

Key Responsibilities:

  • Conduct systematic visual inspections at each store to assess cleanliness, organization, and overall conditions.
  • Document and report maintenance issues, ensuring timely resolution and compliance with company standards.
  • Evaluate safety protocols and identify potential hazards, making recommendations for improvements.
  • Review marketing displays and promotional materials to ensure they are up-to-date and correctly positioned to maximize customer engagement.
  • Collaborate with store management to address findings and implement solutions for identified issues.
  • Maintain accurate records of inspections and follow-ups, providing regular feedback and reports to the management team.

Qualifications:

  • Strong attention to detail and observational skills.
  • Excellent communication abilities, both written and verbal.
  • Ability to work independently and manage time effectively.
  • Previous experience in retail, facilities management, or a similar field is preferred.
  • Familiarity with safety regulations and marketing best practices.

Job Type: [Full-time/Part-time, specify if remote or on-site] Location: [Specify location or range of locations] Salary: [Include salary range or mention that it is competitive]

Join our team to help maintain our stores as welcoming and safe environments for all customers!

Fidelity Investments – Team Manager Business Analysis IS – Toronto, ON

Company: Fidelity Investments

Location: Toronto, ON

Expected salary:

Job date: Thu, 12 Jun 2025 23:04:35 GMT

Job description: Job DescriptionYou will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.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 – and we’re 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.What You Will Do:The Team Manager, Business Analysis, works with the departmental Manager in the oversight of a team of Business Analysts. The Team Manager will support the Manager in prioritizing projects and assigning resources as well as providing guidance and direction to the team. The Team Manager will serve as a business and technical subject matter expert, acting as a consultant to IS and divisional business partners to address deliverables
associated with the SDLC.

  • Actively participates in prioritization and project resource assignments, effectively balancing demand and supply
  • Provide support & direction for the successful implementation of projects
  • Work with the departmental manager to regularly assess the skillset of current department staff to ensure that the BA team meets both the business and technical needs as well as expectations of IS and divisional business partners through requirements planning, analysis, elicitation and BRD output
  • Coaching, Development & Performance Management

The Expertise You Bring:

  • Completed College Degree or equivalent work experience
  • 5+ years of mutual fund industry experience preferably with an operational focus
  • 5+ years SDLC Business Analysis experience
  • 2+ experience working within a leadership position

What We’re Looking For:

  • Innovation & Creativity: Explores creative ideas and solutions through innovative tools such as AI, ChatGPT and Automation
  • Strong written and verbal communication skills
  • Knowledge of products and/or applications in the business supported units Strong planning, preparation and organizational skills
  • Knowledge of documentation and documentation management tools Knowledge of software, project management life cycle methodologies, tools and exposure to one or more full life cycle projects
  • Understanding of Business Analyst best practice standards, procedures, methodologies and guidelines
  • Proven ability to multi-task

Current work authorization for Canada is required for all openings.Some of the ways we’ll help you feel valued and supported as part of our team:

  • 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 $5000 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

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.Fidelity Canada is an equal opportunity employerFidelity 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.Accommodation during the application processFidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at .No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.Why Work at Fidelity?We are proud to be recipients of the following:Awards

  • Canada’s Top 100 Employers

o Greater Toronto’s Top Employers
o Canada’s Top Family-Friendly Employers
o Canada’s Top Employers for Young People

  • Great Place To Work® Certified

o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today’s Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

  • LinkedIn Top Companies in Canada
  • Human Resource Director (HRD) – Best Place To Work

o HRD – 5-Star Benefit Program
o HRD – 5-Star Diversity & Inclusion EmployerDesignations

  • Canadian Compassionate Companies – Certified
  • Benefits Canada’s Workplace Benefits Award – Future of Work Strategy
  • TalentEgg National Recruitment Excellence Award – Special Award for Diversity & Inclusion in Recruiting
  • Canadian HR Reporter’s Most Innovative HR Team

Fidelity Investments – Wealth Advisor/Financial Planner – Toronto, ON

Company: Fidelity Investments

Location: Toronto, ON

Expected salary: $60500 – 93500 per year

Job date: Fri, 13 Jun 2025 03:31:25 GMT

Job description: Job DescriptionCurrent work authorization for Canada is required for all openings.As part of Fidelity’s dynamic work model, you will have a flexible, 100% remote work scheduleWho We AreAt 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 – and we’re 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.What We DoThe primary responsibility of the Wealth Advisor is to provide support and excellent client experiences. The Wealth Advisor will be advising clients on how to invest their portfolios and prepare client plans and proposals. The Wealth Advisor will be making moderate client recommendations and proposal. The Wealth Advisor will provide operational support and work closely with internal partners in portfolio services, investments, products, operations and client services to execute on client relationship strategies.How You’ll Make an Impact– Work in partnership with transition team in the onboarding process of new clients.Act as a concierge to clients to assist with their financial needs and ensure client satisfaction and retentionProactively contact existing clients to educate them about products and services to help them onboard their clients through a digital first experienceBe resourceful when determining moderate solutions that will add value to the client’s long-term goals-Develop investment and financial planning strategies for our clients on how to invest their portfolios and plan for long-term financial goals.Advise clients on how to invest their portfolios and plan for moderate/basic financial goalsFamiliarity with financial planning software to put together plans to address identified client needs and goalsAbility to guide clients in an investment suitability assessment– Manage assigned client base and ability to work in a team-based modelProactively contact clients and prospects educate them about investment strategies, products and services to help them grow their portfoliosStrategize ways to increase client penetration and overall salesIncrease number of clients doing business with Fidelity– Develop and maintain long-term client relationshipsEnsure clients receive the appropriate levels of service, including meetings, planning, reporting, and responses to requests/questions– Provide exceptional client experience and client service not limited to basic operational support (i.e. website access)Liaise with back-office and middle-office to provide operational and on-boarding supportUnderstands Fidelity Values and provides exceptional client service and/or operational supportWhat You’ll NeedOutstanding communication and listening skills; verbal and written. Ability to simplify complicated financial planning conceptsIn-depth understanding of product structures, capital markets and investmentsAbility to position appropriate products and investments in the context of current needs as well as clients’ long-term financial plans.Exceptional relationship management skills and client-centric focusAbility to work in a team environmentWhat We’re Looking ForCompletion of a University degree in Business, Commerce, Finance or related field or equivalent work experience5+ years of experience in financial services industrySuperior knowledge of the investment industry and productsStrong familiarity with financial planning tools/softwareBilingual in English/French is an assetSuccessful completion of the Canadian Securities Course (CSC)Must be licensed as an Registered Representative (RR) and have the ability to sell both mutual funds and securitiesMust meet CIRO proficiency requirementsWorking towards CIM or CFA (Level 1) is an assetCFP (Certified Financial Planner) or PFP (Personal Financial Planner) is a nice to haveFidelity Benefits and Perks!100% remote and hybrid work arrangementsCompetitive total compensation packageCompetitive base salary and bonus opportunities. The annual salary for this role ranges from $60500 to $93500Company contributions to your Fidelity RRSP with no matching required, with incremental growth across the first 4 years.Opportunity to participate in Fidelity profit-sharing programCompany contributes into your RRSP, without a matching requirement from youHealth benefits and coverage, with no requirement for employee paid premiums, including up to $5000 for therapyHealth Care Spending AccountTELUS Health Virtual Care appHealth and Fitness ReimbursementUp to $650 for home office equipmentGenerous time off policy2 paid days annually to volunteerAccess to over 11,000 training and development coursesTuition reimbursementMonetary awards for completing a required designationAnnual dues reimbursement for professional designationsPregnancy/Parental/Adoption Leave – Fidelity will top-up to 100% of your salary for a period of 25 weeksFidelity Canada is an equal opportunity employerFidelity 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.Accommodation during the application processFidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at .No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.Why Work at Fidelity?We are proud to be recipients of the following:Awards

  • Canada’s Top 100 Employers

o Greater Toronto’s Top Employers
o Canada’s Top Family-Friendly Employers
o Canada’s Top Employers for Young People

  • Great Place To Work® Certified

o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today’s Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

  • LinkedIn Top Companies in Canada
  • Human Resource Director (HRD) – Best Place To Work

o HRD – 5-Star Benefit Program
o HRD – 5-Star Diversity & Inclusion EmployerDesignations

  • Canadian Compassionate Companies – Certified
  • Benefits Canada’s Workplace Benefits Award – Future of Work Strategy
  • TalentEgg National Recruitment Excellence Award – Special Award for Diversity & Inclusion in Recruiting
  • Canadian HR Reporter’s Most Innovative HR Team