Institutional Analyst — Fidelity Investments Canada 02192026

Location: Toronto

Salary Range: $85,000 to $96,000

This position’s core goal is to provide our Distribution team with the highest level of service possible leading to new investment mandates and outstanding asset retention. The Institutional Analyst acts as the central hub for all RFPs, and provides support for both consultant databases and customized client reporting. Delivering on these requires an ability to work under pressure, high attention to detail, excellent communication skills, and an ability to build strong relationships with internal partners as well as global peers.

Please 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 Are:

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.

How You’ll Make an Impact:

What You Will Do:

Requests for Proposal (RFPs)
o Respond to RFPs within service level standard and team’s best practices
Consultant Databases
o Populate Fidelity data into consultant databases accurately and within deadlines
o Work with partners to ensure data and messaging are regularly reviewed
o Respond accurately and promptly to ad-hoc information requests from Distribution team
Customized Client Reporting Support
o Prepare and distribute monthly and quarterly reporting for institutional clients
Relationship Management
o Build and maintain strong relationships with internal business partners as well as partners outside of Canada
Product Knowledge
o Maintain a sound level of institutional product knowledge

What We Are Looking For:

Experience:

1+ year of experience in the financial services industry required
Experience with responding to RFPs and database knowledge required
Salesforce experience is an asset

Education:

University degree with a strong financial background, or equivalent work experience
Progressing towards the CFA is an asset.

The Expertise You Bring:

Bilingualism in French/English is an asset
Ability to work in a fast paced environment with tight deadlines
High attention to detail, including accuracy, writing style, and presentation
Excellent verbal and written communication skills
Strong analytical skills

Total Rewards That Reflect Your Impact:

We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well-being tomorrow.

For this role, your total rewards include:

Base Salary and Discretionary Performance Bonus: A competitive annual range of $85,000 to $96,000, based on your experience and qualifications.
RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.

We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference.

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.

Employment Type: Full-time

How to Apply: https://fil.wd3.myworkdayjobs.com/fidelitycanada/job/Toronto-Office/Institutional-Analyst_J64448