Director of Tax and Retirement Research

2 months ago

Montreal, Quebec, Canada Fidelity Investments Full time
About the Role

Fidelity Investments is seeking a highly skilled and experienced professional to join our team as a Director of Tax and Retirement Research. As a key member of our research team, you will be responsible for generating and communicating educational and informative materials related to tax, retirement, and other subject matter expert topics to our financial advisor clients, investors, and the general public.

Key Responsibilities
  • Develop and communicate tax, retirement, and other SME messages through publications, presentations, and media interviews and appearances, with a focus on French language communications.
  • Conduct research on tax, retirement, and other relevant issues to support Fidelity's business.
  • Assist in coordinating and ensuring consistency of communication of tax and retirement research through Fidelity's various sales channels.
Requirements
  • University degree or equivalent work experience.
  • At least 7 years of work experience related to taxation and investments.
  • Professional designation such as the CPA, master's degree, or equivalent (tax-related preferred).
  • Deep knowledge of taxation, particularly relating to the taxation of investments, individuals, and small businesses.
  • Strong written and verbal communication skills, with public speaking ability being critical to the role.
  • Knowledge of mutual funds, retirement issues, and other industry-related matters.
  • Fluency in both French and English.
About Fidelity Investments

Fidelity Investments is a leading provider of investment products and services to individuals and institutions. We are committed to helping our clients achieve their financial goals through our expertise and innovative solutions. As a privately owned company, we are able to take a long-term view and invest in our people, products, and services to drive growth and success.

Why Join Fidelity Investments?

At Fidelity Investments, we offer a dynamic and inclusive work environment that values diversity, equity, and inclusion. We are committed to creating a workplace where everyone feels valued, respected, and empowered to contribute their best work. We offer a range of benefits and programs to support our employees' physical, emotional, and financial well-being, including flexible work arrangements, professional development opportunities, and a comprehensive benefits package.

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