
Posted 24 days ago
Product Solutions Analyst
Fidelity CanadaProduct Solutions Analyst
Requirements
3+ years mutual fund/investment industry experience, Investment analysis/modelling experience, University degree, Canadian Securities Course (CSC) completion, Proficiency in Microsoft Office Suite
Skills
FinanceData AnalysisExcel
About the role
Responsibilities
- Support and enhance Fidelity Canada’s retail mutual fund lineup through product development and competitive analysis
- Identify compelling product ideas and develop business cases, including product positioning and benchmarking
- Manage product development projects from initial idea through to market delivery
- Collaborate with internal partners and external resources to bring new solutions to market
- Provide strategic support to Marketing and Sales teams by developing promotional materials and investment marketing ideas
- Perform complex data analysis regarding sales and performance to ensure products are optimally positioned
Requirements
- Minimum 3 years of experience in the mutual fund or investment industry
- Proven experience in investment analysis and modelling
- Completion of a University degree or equivalent work experience
- Successful completion of the Canadian Securities Course (CSC)
- High proficiency with Microsoft Office Suite, specifically Excel and PowerPoint
- Strong analytical, oral, and written communication skills
Preferred Qualifications
- Prior experience in sales or marketing within the financial services sector
- Professional designations such as an MBA or CFA
About the Company
Fidelity Canada has been helping Canadian investors build better financial futures for over 35 years. As a privately owned company, we embrace innovation to provide a range of trusted investment portfolios and services for individuals and institutions. We are committed to fostering a diverse and inclusive workplace where employees are supported to grow professionally and personally.
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Fidelity Canada · Toronto
