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Investment Marketing Specialist

  • Job
    Full-time
    Mid Level
  • Marketing
    Product
  • Toronto
  • Quick Apply

AI generated summary

  • You must have a degree or equivalent experience, 3+ years in marketing/communications, strong project management skills, and asset management industry knowledge. Canadian work authorization required.
  • You will support CE programs, create sales collateral, manage newsletters, oversee fund awards, assist cross-functional projects, ensure compliance, and maintain content inventory.

Requirements

  • Current work authorization for Canada is required for all openings.
  • This is a regular, full-time role.
  • You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement.
  • Have or be able to quickly develop—a deep working knowledge of all prioritized investments (mutual funds, ETFs, alternatives) and non-investment products and the implications of market events on advisor clients.
  • An exceptional communicator who can leverage data to identify themes, build a narrative and secure buy-in.
  • Strong attention to detail with the ability to ensure operational compliance in a highly regulated environment with supervision from Manager to ensure compliance requirements are maintained.
  • Strong project management skills with the ability to manage multiple projects in a fast paced, deadline-driven environment, changing focus and priorities.
  • Ability to build and cultivate strong relationships with internal and external stakeholders up, down, and across the organization.
  • University degree (bachelor’s degree) in Marketing, Communications, Journalism, English or a related field, or equivalent work experience.
  • Minimum 3 years of experience gained in a marketing or communications function.
  • Experience working within the asset management industry or similar financial services organization would be an asset.

Responsibilities

  • Supporting the growth of our Continuing Education (CE) credits program.
  • Working with Products and Marketing and Sales to support various types of sales enablement collateral for advisor audiences (e.g., emails, PowerPoints, Though Leadership, POVs) to scalable marketing material (e.g., articles, web copy).
  • Curate monthly edition of Fidelity’s advisor newsletter pulling from our existing library of Thought Leadership (Fidelity Perspectives, Regulatory Updates, Fixed Income Perspectives, etc.).
  • Project manage the annual fund awards programs in conjunction with the product research (Lipper, Fund Data, etc.).
  • Support marketing projects for cross functional team such as Sales, Operations, Client Services and National Accounts.
  • Ensure compliance with communication policies, procedures, and brand standards.
  • Maintains content inventory as assigned by the Manager, Investment Marketing.

FAQs

What is the job title for this position?

The job title is Investment Marketing Specialist.

Is work authorization for Canada required for this position?

Yes, current work authorization for Canada is required for all openings.

What is the work schedule for this role?

This is a regular, full-time role with a hybrid working schedule.

What is the main responsibility of the Investment Marketing Specialist?

The Investment Marketing Specialist is responsible for delivering best-in-class product marketing to promote Fidelity’s brand, products, and services to advisors.

Will this position involve working with Cross-functional teams?

Yes, the role involves supporting marketing projects for cross-functional teams such as Sales, Operations, Client Services, and National Accounts.

What qualifications are required for this position?

A university degree in Marketing, Communications, Journalism, English, or a related field, or equivalent work experience, along with a minimum of 3 years of experience in a marketing or communications function is required.

Is experience in the asset management industry necessary for this role?

While not mandatory, experience working within the asset management industry or a similar financial services organization would be considered an asset.

What kind of training and development opportunities does Fidelity offer?

Fidelity provides extensive professional development opportunities, including access to over 11,000 training courses, tuition reimbursement, and monetary rewards for completing required designations.

Does Fidelity offer flexible working arrangements?

Yes, Fidelity offers flexible working arrangements, including hybrid and in-office options.

Are there any health benefits provided to employees?

Yes, comprehensive health benefits start on the first day of employment, with 100% employer-paid premiums, including up to $5000 annually for mental health services and therapy.

What is the policy on parental leave?

Fidelity offers a parental leave top-up to 100% of salary for a period of 25 weeks.

Is there a time-off policy for volunteering?

Yes, there is a generous time-off policy that includes two paid days annually to volunteer at a charity of your choice.

How does Fidelity support diversity and inclusion in the workplace?

Fidelity is committed to fostering a diverse and inclusive workplace and considers all qualified applicants for employment regardless of various protected grounds.

What awards has Fidelity Canada received?

Fidelity Canada has received numerous awards including Canada’s Top 100 Employers and Great Place To Work® Certification, among others.

How can candidates request accommodations during the application process?

Candidates can request accommodations during the application process by emailing FidelityCanadaStaffing@fidelity.ca.

Finance
Industry
1001-5000
Employees
1987
Founded Year

Mission & Purpose

Fidelity Canada provides investment management services, offering a wide range of mutual funds, ETFs, and other financial products to help individuals and institutions achieve their financial goals. Their mission is to build better financial futures by delivering superior investment solutions, backed by in-depth research and expert management. Fidelity is committed to supporting investors with innovative strategies and personalized service, ensuring they can navigate complex markets and grow their wealth with confidence.