Institutional Product Support Specialist

2 weeks ago


Toronto, Canada Fidelity Canada Full time

Institutional Product Support Specialist Join to apply for the Institutional Product Support Specialist role at Fidelity Canada. Job Description 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. 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, ensuring data is reviewed and accurate. The Specialist is also responsible for coordinating and managing the compliance review process for presentation materials. 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 ad‑hoc 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 the 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. Benefits 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 EEO Statement Fidelity Canada is an equal‑opportunity employer. Fidelity Canada is committed to fostering a diverse and inclusive workplace and 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 Additional Information Seniority level: Entry level | Employment type: Full‑time | Job function: Other. #J-18808-Ljbffr



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