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Fidelity Canada
Toronto, Canada
94,000 – 117,000 CAD
per year
Title: Managed Accounts Portfolio Services Group Analyst Location: Toronto Office
Location: Toronto Office Employment: Full time
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.
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.
Fidelity is committed to meeting the wealth needs of Canadians by bringing the full strength of our organization to Managed Accounts. This means combining our world-class research and investment management expertise to help clients achieve their wealth goals. As a privately held company, we are able to take a long-term, big-picture view of the world and its markets. This allows us to provide unique insights to clients, meaningful thought leadership to the marketplace, and distinctive opportunities for our employees.
The Managed Accounts - Portfolio Services Group Analyst is responsible for running the day-to-day portfolio management operations of discretionary Managed Accounts. A core objective of this role is to support the investment team by increasing the control, efficiency, and consistency of investment operations. This includes two core functions:
Success in this role requires collaboration on new and innovative solutions to streamline Managed Accounts operations using leading edge, technology-based, data-driven solutions. The successful candidate requires exceptional business acumen paired with strong analytical/communication skills to help facilitate the development and adoption of effective solutions for the wealth management business.
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:
This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference.
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 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.
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 recruiter contact.
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.
We are proud to be recipients of the following:
RocketHunt estimate from real salaries
Grade
Middle
Experience
from 3 years
Work Format
Hybrid
Employment
Full-time
English Level
B2 - Upper-Intermediate
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