Institutional Product Support Specialist

Current work authorization for Canada is required for all openings.

You will be working on a flexible hybrid schedule as part of Fidelity's dynamic working arrangement.

This is a regular, full-time role, based in Toronto.

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:

Strong relationship management skills

Strong project management skills

Close attention to detail and a high level of accuracy are required

Experience with content production

Ability to multitask and manage multiple priorities at any given time

Expert PowerPoint skills

VBA skills are an asset but not required

What You'll Need:

2 Years of experience with Financial Services, with a preference for Investment Products

University Degree, or Equivalent Experience

IFIC 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 options

• Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you

• Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapy

• Parental leave top-up to 100% of your salary for a period of 25 weeks

• Up to $650 for home office equipment

• Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice

• Diversity and inclusion programs, including an active network of Employee Resource Groups

• Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation 

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans' status, Aboriginal/Native American status or any other legally-protected ground.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

•    Canada's Top 100 Employers 
o    Greater Toronto's Top Employers 
o    Canada's Top Family-Friendly Employers 
o    Canada's Top Employers for Young People 
  

•    Great Place To Work Certified 
o    Best Workplaces for Inclusion 
o    Best Workplaces for Mental Wellness 
o    Best Workplaces for Today's Youth 
o    Best Workplaces for Women 
o    Best Workplaces in Financial Services & Insurance 
o    Best Workplaces in Ontario 
o    Best Workplaces with Most Trusted Executive Teams 

•    LinkedIn Top Companies in Canada
  

•    Human Resource Director (HRD) - Best Place To Work 
o    HRD - 5-Star Benefit Program 
o    HRD - 5-Star Diversity & Inclusion Employer 

Designations

•    Canadian Compassionate Companies – Certified 

•    Benefits Canada's Workplace Benefits Award - Future of Work Strategy 

•    TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting 

•    Canadian HR Reporter's Most Innovative HR Team