Fidelity Canada has been helping Canadian investors build better financial futures for over 35 years. As a Product Support Specialist, you will work closely with Investment Analysts to enhance presentations and communications for Portfolio Managers, perform data quality reviews, and support the production of fund update materials.
Responsibilities
- Building, updating and enhancing presentations and communications for Portfolio Managers and senior leadership, ensuring clarity of narrative and accuracy of investment insights
- Performing data quality reviews and maintaining fund updates, including MRFPs (management reports of fund performance), QFRs (quarterly fund reviews), and materials for the sales team - ensuring content messaging aligns with strategy and performance drivers
- Identifying and implementing solutions which improve efficiency and effectiveness through process simplification and automation
- Partnering with Investment Analysts to support the production of fund update materials - contributing perspective and verifying the consistency of fund narratives
- Supporting Product Directors on ad-hoc product information requests and targeted data analysis
- Acting as the primary product content manager, coordinating and submitting required material in a timely fashion for marketing and compliance review and approval process
- Overseeing regulatory reviews through data analytics for the Product Research Team, including Fund risk, category analysis and Fund Fact data reviews
Skills
- Current work authorization for Canada is required for all openings
- University degree or equivalent work experience
- 1-3 years of financial services experience, preferably with investment product experience
- Strong interest in developing product expertise and understanding how investment strategies translate into client outcomes
- Understanding and demonstrating curiosity for investing
- Proven ability to be analyzed, condense and communicate around large sets of data
- Excellent organizational skills
- Excellent communication skills, both verbal and written
- Ability to work well independently, as well as within a team, in a fast-paced environment
- Strong proficiency in MS Suite, including Microsoft Excel and PowerPoint
- Bilingualism (French/English), both verbal and written, is an asset
- Strong knowledge of VBA and Python is an asset
Benefits
- RRSP Contribution After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.
- Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, which include up to $5,000 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 two 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.
Company Overview
Fidelity Canada is a provider of financial services. It was founded in 1987, and is headquartered in Toronto, Ontario, CAN, with a workforce of 1001-5000 employees. Its website is https://www.fidelity.ca.