Institutional Product Support Specialist

5 days ago


Toronto, Canada Fidelity Investments Full time

Description 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.What You’ll Do:The Institutional Product Support Specialist will work closely with the (Institutional) Investment Analysts, Marketing, Compliance and RFP Teams, The Specialist is responsible for partnering with the analysts to support the production of client and prospect material, as well as ensuring data is reviewed and accurate. In addition, the Specialist is responsible for coordinating and managing the compliance review process for presentation materials including the submission of all relevant materials in a timely fashion through content production and compliance systems.Responsibilities:Update, review and assist production of institutional pool updates, PowerPoint presentations, marketing collateral and thought leadership pieces.Work closely with the investment analysts and marketing teams to ensure we are providing best in class materials for sales and clients.Assist in production and maintenance of pool updates, sales presentations, marketing collateral, client investment reviews decks, and PM adhoc queries.Coordinate and manage the compliance review process for all materials including the submission of all relevant materials in a timely fashion through the content production and compliance system.Ensure compliance of all presentation materials and implement presentation changes as requested by compliance team.Ensure relevant materials and collateral are accurate. Review all materials prior to Workfront submission to ensure relevance and accuracy.What We’re Looking For:1. Strong relationship management skills2. Strong project management skills3. Close attention to detail and a high level of accuracy are required4. Experience with content production5. Ability to multitask and manage multiple priorities at any given time6. Expert PowerPoint skills7. VBA skills are an asset but not requiredWhat You’ll Need:2 Years of experience with Financial Services, with a preference for Investment ProductsUniversity Degree, or Equivalent ExperienceIFIC or CSC designation is an asset.Some of the ways we’ll help you feel valued and supported as part of our team:Flexible working arrangements - hybrid optionsCompetitive total compensation, including company contributions to your group RRSP without a matching requirement from youComprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapyParental leave top-up to 100% of your salary for a period of 25 weeksUp to $650 for home office equipmentGenerous time off policy, including 2 paid days annually to volunteer at a charity of your choiceDiversity and inclusion programs, including an active network of Employee Resource GroupsExtensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation 



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