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Director Tax and Retirement Research Directeur ou
1 month ago
Job Description
- Current work authorization for Canada is required for all openings._
- The incumbent of this role is required to interact directly with our clients and colleagues who are located across Canada._
- It is required that we service our clients in the official language of their choice (French or English)._
- You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement_
Company Overview
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
What You Will Do- Communicate tax, retirement, and other SME messages to Fidelity's advisor clients, investors and the general public through publications, presentations and media interviews and appearances, with a particular focus on French language communications.- Identify and research tax, retirement, and selected other issues relevant to Fidelity's business.- Assist in the coordination and ensure consistency of communication of tax and retirement research through Fidelity's various sales channels
What We’re Looking For- University degree or equivalent work experience- 7+ years of work experience related to taxation and investments- A professional designation such as the CPA, masters degree or equivalent (tax related preferred) is nice to have- Deep knowledge of taxation, particularly relating to the taxation of investments, individuals and small businesses- Strong written and verbal communications skills. Public speaking ability is critical to the role.- Knowledge of mutual funds, retirement issues and other industry-related matters.- Must be fluently bilingual in French and English
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- Le titulaire du poste est tenu de communiquer directement avec nos clients et nos collègues répartis dans tout le Canada. Les clients doivent être servis dans la langue officielle de leur choix (français ou anglais)._
- Dans le cadre du modèle de travail dynamique de Fidelity, vous aurez un horaire de travail hybride flexible._
- Qui sommes-nous
- Chez Fidelity, nous aidons les investisseurs canadiens à prendre leur avenir financier en main depuis plus de 35 ans. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles et de services de placement fiables, et nous cherchons constamment de nouvelles façons de mieux servir nos clients. Alors que nous poursuivons notre expansion en tant que société privée, nous sommes résolument portés sur l’innovation dans tous nos domaines d’activité.
- Travailler chez nous veut dire faire partie d’un groupe diversifié de personnes motivées qui font une réelle différence dans la vie de nos clients et de nos collectivités chaque jour. Vous aurez de nombreuses occasions de vous épanouir et de faire progresser votre carrière dans un milieu inclusif où l’on reconnaît votre valeur et vous soutient, une place qui vous encourage à donner le meilleur de vous-même, tant sur le plan personnel que professionnel.
- Votre contribution
- Sous la direction du vice-président, Recherche sur la retraite et la fiscalité, le directeur ou la directrice en chef produira et diffusera du matériel éducatif et informatif sur les impôts, la retraite et d’autres sujets spécialisés pour un public principalement constitué de conseillers en placements et d’investisseurs.
- Principales responsabilités- Traiter de fiscalité, de retraite et d’autres sujets pointus avec les clients conseillers de Fidelity, aux investisseurs et au grand public par le biais de publications, de présentations, d’entrevues et de sorties dans les médias, en mettant l’accent sur les communications en français.-
- Effectuer des recherches sur la fiscalité, la retraite et d’autres sujets pertinents pour les activités de Fidelity.-
- Aider à la coordination et assurer la cohérence des communications en recherche sur la retraite et la fiscalité par le biais des différents canaux de vente de Fidelity.- L’expertise que vous offrez- Diplôme universitaire ou expérience de travail équivalente-
- Au moins sept ans d’expérience professionnelle en fiscalité et en placements-
- Titre de CPA, maîtrise ou l’équivalent (de préférence lié à la fiscalité) est un atout-
- Connaissance approfondie de la fiscalité, surtout en ce qui concerne l’imposition des placeme
