Lead Tax and Retirement Research Specialist

2 months ago

Toronto, Ontario, Canada Fidelity Investments Full time

About Fidelity Investments

Fidelity Investments is a leading Canadian investment company with over 35 years of experience in helping investors secure their financial futures. We are committed to providing trusted investment solutions and services to our clients while fostering innovation and growth.

Position Overview

As the Lead Tax and Retirement Research Specialist at Fidelity, you will play a crucial role in shaping how our financial advisors and investors understand complex tax and retirement planning strategies. Your expertise will be instrumental in developing educational materials that empower clients to make informed decisions about their financial well-being.

  • Responsibilities:
  • Deliver insightful tax and retirement guidance to clients through a variety of channels, including written reports, presentations, and webinars.
  • Conduct in-depth research on current tax laws, retirement planning regulations, and investment strategies relevant to our client base.
  • Collaborate with internal teams to ensure consistent messaging and accurate information regarding tax and retirement topics across all Fidelity platforms.

Qualifications:

  • A university degree or equivalent work experience in a relevant field, such as finance, accounting, or economics.
  • Minimum of 7 years of proven experience in tax and retirement research, preferably within the financial services industry.
  • Professional designations such as CPA are highly valued.
  • A comprehensive understanding of Canadian taxation principles and their impact on investment strategies.
  • Exceptional written and verbal communication skills, with a demonstrated ability to present complex information clearly and concisely.

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