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Director of Tax and Retirement Research
2 months ago
Fidelity Canada is seeking a highly skilled Director to lead our Tax and Retirement Research team. As a key member of our organization, you will be responsible for generating and communicating educational materials on tax, retirement, and other subject matter expert topics.
Key Responsibilities- Develop and communicate tax, retirement, and SME messages to Fidelity's advisor clients, investors, and the general public through publications, presentations, and media interviews.
- 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.
- 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.
- ~ Knowledge of mutual funds, retirement issues, and other industry-related matters.
- ~ Must be fluently bilingual in French and English.
Fidelity Canada is an equal opportunities employer and welcomes applications from diverse candidates. We offer a dynamic and inclusive work environment, opportunities for growth and development, and a competitive compensation package.
