Finance Manager

Job Description Please note: Current work authorization for Canada is required for all openings. This is a regular, full-time role. You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement. The work location for this role is 483 Bay Street in Toronto until approximately late 2026 when the work location will change to the new Mississauga office at 3 Robert Speck Parkway. 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. Business Overview The Finance Business Unit (BU) Support team is responsible for budgeting, management reporting/analysis, and special projects for Fidelity Canada’s various business areas. The team’s main focus is to support these business areas in achieving their objectives by identifying issues, recommending solutions, providing financial transparency and value-added financial assessments. This is achieved by establishing strong relationships with these internal client groups while meeting the needs and interests of all stakeholders. This role specifically supports the Advisor Distribution & National Accounts teams. How You’ll Make an Impact The Finance Manager will be responsible for providing Finance support on larger projects of strategic or business importance by providing consulting, planning, and end-to-end business case support for these projects. This role will be required to build strong partnerships with business leaders and colleagues by providing appropriate financial stewardship, guidance, and strategic support. This role will reside in the Finance department, specifically on BU Support team reporting to Manager, Finance (Business Support), while directly supporting projects and assignments relating to Business or Finance strategy or operations. How You’ll Make an Impact Lead Business Case Development on behalf of Finance for strategic Business and Finance projects. Ability to distill and convey complex subject matter in simple terms. Ability to deliver effective presentations to senior management including the President, CFO, and Senior Executive Team. Ability to develop end-to-end financial models, conduct sensitivity analysis and developing compelling insights for executive-level audiences. Lead analysis and presentation efforts that drive strategic decision making. Working with the Advisor sales team, lead the financial & non-financial analysis on wholesaling strategy Create and maintain complex financial models Have or develop a thorough understanding of Fidelity’s distribution structure in order to best support business partners Communicate with relevant stakeholders (ie. Advisor Sales, HR, Information Systems) on non-standard requests, ensuring any non-financial considerations are properly reflected in the business case In partnership with Manager, Finance Business Support, present business cases in clear and concise terms, for executive committee review. Support Market, Industry, and Competitive research as required Evaluate macro industry dynamics as they relate to sales, and new business markets and opportunities under evaluation. Determine mechanism for measuring competitive positioning and market share. Identify and coordinate areas of cross-functional Finance support for business projects (e.g. Accounting, Tax, Analytics, Reporting). Determine key stakeholders relating to new business opportunities and ensure relevant information is integrated into business cases and financial models. Lead Business Planning and Forecast efforts across your responsible areas. Successful identification and inclusion of relevant direct and indirect resources required for inclusion in long-term business plans. Consolidate and analyze data from a wide variety of sources, working with multiple stakeholders within prescribed timelines to complete an accurate budget / forecast Complete sales planning and forecasting based on historical trends, industry analysis, and identified pipeline, ensuring alignment from both Finance & Sales executives. Develop appropriate key performance indicators / success measures relating to projects and business cases and develop post implementation assessments against the relevant measures. Participate on Project Team, Working Committee, or Steering Committees as F Finance lead Develop Presentation / Reporting Content In partnership with Manager, Finance Business Unit Support, develop business cases and relevant analysis for new sales opportunities. Provide recurring updates to senior executives and the Advisor Sales team on sales trends & results Design new reports and analytics to address needs of the business and proactively anticipate future requirements, including monthly management reports. What We’re Looking For 4+ years’ experience working in Financial Analysis role within a Finance department. University degree with a focus in Accounting, Business, Commerce, Economics, or related field or equivalent work experience. Completion of a CPA (CA, CMA, CGA) or MBA The following are considered an asset: 2+ years in Finance Manager or equivalent role Financial Services industry experience Previous experience with pricing strategy. The Expertise You Bring Excellent communication skills, both verbal and written. Ability to create complex financial models and sensitivity analysis. Strong financial and business acumen, being able to translate financial concepts into business terminology. Demonstrated time management & project management fundamentals. Ability to thrive in fast-paced environment where business conditions and projects continually change. Advanced knowledge of Microsoft Applications, especially Excel, PowerPoint, and PowerBI. Strong organization and time management skills. Experience working and collaborating with peers, managers, and leaders. Ability to work effectively across multiple departments and partners, and within Finance. Total Rewards That Reflect Your Impact: We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well-being tomorrow. For this role, your total rewards include: • Base Salary and Discretionary Performance Bonus: A competitive annual range of $105,000 to $140,000 , based on your experience and qualifications. • RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required. We’re proud to offer a compensation package that aligns with provincial pay transparency requirements. This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference. Some of the ways we’ll help you feel valued and supported as part of our team: Flexible working arrangements - 100% remote, hybrid, and in office 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 $6000 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 Some of the ways we’ll help you feel valued and supported as part of our team: Flexible working arrangements - 100% remote, hybrid, and in office 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 $6000 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 We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years. We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions. 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 [email protected] . 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