Job Description

Current work authorization for Canada is required for all openings.

You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.

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.

The Opportunity:

The Corporate Finance Manager will be responsible for cash flow and liquidity management including forecasting, reporting and analytics, and daily treasury operations.  This role will also be responsible for providing finance support on larger projects of strategic importance for cash flow, liquidity, balance sheet risk management and finance transformation by providing consulting, planning, and financial analysis. This role will be required to build strong partnerships with senior business leaders and colleagues for Fidelity entities in Canada and global counterparts in treasury. 

Finance transformation activities include collaborating with SMEs to establish new processes, enhancing existing controls, and systems and employing new technologies to advance the Fidelity Investments Canada treasury function.

This position will be part of the Corporate Accounting and Controllership team, reporting to the Director, Finance and Corporate Accounting.  The team is responsible for providing corporate accounting, treasury and controllership support to the Fidelity Joint Venture structure and entities within this structure.

Please note that the internal business title for the role is Treasury Finance Manager.

What You Will Do:

• Develop, manage and regularly maintain cash flow and working capital forecast models. Build out forecast capabilities that are dynamic and timely to address needs of business and proactively anticipate future requirements.

• Co-ordinate with the business planning, budget and forecast process, drawing on knowledge of business events and initiatives to efficiently plan for upcoming years.

• Provide value-add financial analysis of treasury activities and communicate trends and financial results through reports, dashboards and presentations to internal finance teams and senior management.

• Work cross-functionally and act as key liaison with internal (client services, legal & compliance, corporate accounting, etc.) and external business groups (banking partners etc.)

• Work with global partners to evolve FIC’s treasury function with an eye towards risk management

• Operate with an eye towards identifying and implementing solutions which improve efficiency and effectiveness through elimination, simplification and automation of processes.

• Provide ad hoc analysis and support to Director to assist in responding to specific requests from Senior Management.

• Primary contact and accountability over the daily, weekly, and monthly treasury activities including bank reconciliations, monitoring of account balances and processing of cash transfers from corporate bank accounts, ensuring accuracy, timeliness and completeness.

• Provide guidance and coaching to junior treasury financial analyst.

What We’re Looking For:

• University degree with a concentration in business or finance (or equivalent experience)

• Completion of CPA or equivalent is required.

• Minimum 3 years of previous experience gained either through audit or consulting with exposure to treasury fundamentals

• Nice to have: Big 4 experience, global and Canadian asset/wealth management industry experience

The Expertise You Bring:

• Strong interpersonal skills. Able to participate in and / or lead cross company activities.

• Ability to work at different levels of detail and be able to concisely summarize complex issues.

• Hands on work style - “can do” attitude with a strong desire to make things happen.

• A change agent who has the ability to see the big picture and plan ahead.

• Ability to multi task, work under pressure and hit deadlines.

• Team player who takes initiative and works constructively with others to achieve team goals.

• Excellent planning, prioritization, problem solving and organizational skills.

• Willingness to learn financial systems and emerging technologies

• Self starter that can work independently, with ability to evaluate when to engage senior management

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.

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 $105,000 to $123,000 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

We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity.  If you are selected for an interview, the recruiter who contacts you can best answer your questions.

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.

Accommodation during the application process

Fidelity 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 FidelityCanadaStaffing@fidelity.ca.

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 Employer 

Designations
•    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