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Financial Analyst

  • Job
    Full-time
    Junior Level
  • Banking & Finance
  • Toronto
  • Quick Apply

AI generated summary

  • You need a degree in business or equivalent experience, 1-2 years in finance, financial services experience preferred, and CPA/CFA progress. Organized, team player, excel skills, analytical, and thrive in fast-paced environments.
  • You will conduct financial analysis, develop reporting frameworks, manage reports, assist in forecasting, streamline processes, build relationships, and participate in special projects.

Requirements

  • Post-Secondary degree with a focus on business (Accounting, Economics, Commerce) preferred or equivalent work experience
  • 1-2 years of experience working in a finance department with experience in financial analysis, reporting, budgeting and/or business planning required.
  • Experience working in the Financial Services industry is preferred.
  • Completion of or working towards a financial/accounting designation (CPA: CA, CMA, CGA) and/or CFA.
  • What You Will Bring:
  • You are well-organized, attentive to details, and capable of good time-management.
  • You are a team player with good communication and presentation skills.
  • You have a strong knowledge of Microsoft Excel and keen analytical skills.
  • You thrive in a fast-paced environment and work well with all levels of the organization.

Responsibilities

  • Conducts and documents moderate financial and economic analysis in support of strategic decision-making initiatives under direct supervision.
  • Develops, manages and regularly presents an actionable reporting framework, including key success measures, scorecards for the business unit(s) supported, and recommendations of options or alternatives against potential risks.
  • Ensures monthly and quarterly management reports are efficiently delivered and capture analysis of financial success against pre-determined targets.
  • Assist in the development of financial forecasts and related annual budgets.
  • Identify and implement solutions which improve efficiency and effectiveness through the elimination, simplification, and automation of processes.
  • Build strong relationships with key stakeholder and management across the organization.
  • Participate in special projects as required.

FAQs

What qualifications are required for the Financial Analyst position at Fidelity?

To be considered for the Financial Analyst position at Fidelity, candidates should have a post-secondary degree with a focus on business (Accounting, Economics, Commerce) preferred or equivalent work experience. Candidates should also have 1-2 years of experience working in a finance department with experience in financial analysis, reporting, budgeting, and/or business planning. Experience working in the Financial Services industry is preferred, and completion of or working towards a financial/accounting designation (CPA: CA, CMA, CGA) and/or CFA is also beneficial.

What are the primary responsibilities of a Financial Analyst at Fidelity?

The primary responsibilities of a Financial Analyst at Fidelity include conducting and documenting financial and economic analysis to support strategic decision-making initiatives, developing and presenting an actionable reporting framework, ensuring monthly and quarterly management reports are delivered efficiently, assisting in the development of financial forecasts and budgets, identifying and implementing process improvements, building relationships with stakeholders, and participating in special projects as required.

What skills are important for a Financial Analyst at Fidelity?

Important skills for a Financial Analyst at Fidelity include being well-organized, attentive to details, and capable of good time-management. Candidates should also be team players with good communication and presentation skills, have strong knowledge of Microsoft Excel and keen analytical skills, and thrive in a fast-paced environment while working well with all levels of the organization.

Does Fidelity Canada offer accommodations during the application process?

Yes, Fidelity Canada welcomes and encourages applications from people with disabilities, and accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email FidelityCanadaStaffing@fidelity.ca.

What awards and recognitions has Fidelity Canada received?

Fidelity Canada has received multiple awards and recognitions, including being named Canada's Top 100 Employers, Greater Toronto's Top Employers, Canada's Top Family-Friendly Employers, Canada's Top Employers for Young People, and more. Fidelity Canada has also been recognized as a Great Place To Work®, with certifications for Best Workplaces for Inclusion, Mental Wellness, Today's Youth, Women, Financial Services & Insurance, and Ontario.

Finance
Industry
10,001+
Employees
1946
Founded Year

Mission & Purpose

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.

Benefits

  • Commuter benefit program

  • Dependent care flexible spending (FSA)

  • Mental health resources

  • Discount programs for employees

  • Maternity & parental leave

  • On-site health & wellness centers