Top Benefits
About the role
Job Description Please note: Current work authorization for Canada is required for all openings You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement Please note that this is a contract from now till February 25, 2028 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. Who We Are 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. How You’ll Make an Impact As the Financial Analyst Sr within the FCC Billing team, you will be reporting to the Manager, Finance, and be a key contributor to the timely and accurate billing of clients, complex contract setup in finance applications, and act as the client service contact for client billing and regulatory reporting. This role also supports FCC client and relationship management teams on matters related to billing, perform complex data analysis and provide management reporting, and work on various projects. Primary Responsibilities: Timely and accurate preparation, processing, and financial analysis of client billings Interpreting contract language and setting up appropriate billing methodologies Creating billing journal entries in both Oracle and Dataphile System. Collecting, analyzing, and explaining variations in client billing trends; and researching and plaining variances in budget vs. actual client revenue. Identifying and implementing improvements to existing Management reports and developing new reports as needed. Supporting and implementing billing automation, technology enhancements and efficiency projects related to Billing. Support approval and processing of clients-initiated transactions and service requests Preparing regulatory reporting including QST, OSC, AMF and MFR. Delivering stellar quality customer service interactions to our internal and external customers to exceed their expectations. Ad-hoc projects and work as needed. What We’re Looking For: Minimum 2-4 years of experience in financial analysis and regulatory reporting. Completion of CPA or equivalent work experience. Experience in billing and regulatory reporting is an asset. Strong technical knowledge of accounting required. The Expertise You Bring Strong attention to detail and sense of accountability to follow-up on issues. Excellent written and verbal communication skills. Willingness to take on challenges with a positive attitude. Highly motivated attitude and eagerness to learn. Ability to organize and prioritize workload and work under strict deadlines. Independent decision making and capacity to influence others. Intermediate/advanced level of MS Excel. Ability to address and resolve conflicts confidently. Superior customer service focus. Overtime will be required during month-end period. Total Rewards That Reflect Your Impact 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 Hourly rate of $41 - $62 We’re proud to offer a compensation package that aligns with provincial pay transparency requirements. This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference. Fidelity Canada is an equal opportunity employer Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment 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. Accommodation during the application process 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 FidelityCanadaStaffing@fidelity.ca. 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. Why Work at Fidelity? We are proud to be recipients of the following: Awards • Canada's Top 100 Employers o Greater Toronto's Top Employers o Canada's Top Family-Friendly Employers o Canada's Top Employers for Young People • Great Place To Work® Certified o Best Workplaces for Inclusion o Best Workplaces for Mental Wellness o Best Workplaces for Today's Youth o Best Workplaces for Women o Best Workplaces in Financial Services & Insurance o Best Workplaces in Ontario o Best Workplaces with Most Trusted Executive Teams • LinkedIn Top Companies in Canada • Human Resource Director (HRD) - Best Place To Work o HRD - 5-Star Benefit Program o HRD - 5-Star Diversity & Inclusion Employer Designations • Canadian Compassionate Companies – Certified • Benefits Canada's Workplace Benefits Award - Future of Work Strategy • TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting • Canadian HR Reporter's Most Innovative HR Team About Us Fidelity Canada has become an employer of choice for talented people seeking rewarding career opportunities in the financial services industry. We look to hire outstanding individuals who want to maximize their potential and be challenged in all aspects of their professional careers. To help our employees excel in their roles at Fidelity, we provide everyone here with the best training, resources and support possible throughout their careers. With our help, there’s no limit to what you can accomplish here. We’re excited you’re considering Fidelity for your career plans. The Search Jobs section is your online source for job opportunities at Fidelity. Using our site is simple - just take a few moments to create an online profile for your ideal job. Your profile is then automatically matched to open positions and you are notified via e-mail each time a match is made. Or, if you prefer, you can search our list of jobs before registering with us. 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 FidelityCanadaStaffing@fidelity.ca Fidelity respects the privacy of your information. Click for a detailed data protection and privacy statement .
Similar Jobs
Top Benefits
About the role
Job Description Please note: Current work authorization for Canada is required for all openings You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement Please note that this is a contract from now till February 25, 2028 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. Who We Are 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. How You’ll Make an Impact As the Financial Analyst Sr within the FCC Billing team, you will be reporting to the Manager, Finance, and be a key contributor to the timely and accurate billing of clients, complex contract setup in finance applications, and act as the client service contact for client billing and regulatory reporting. This role also supports FCC client and relationship management teams on matters related to billing, perform complex data analysis and provide management reporting, and work on various projects. Primary Responsibilities: Timely and accurate preparation, processing, and financial analysis of client billings Interpreting contract language and setting up appropriate billing methodologies Creating billing journal entries in both Oracle and Dataphile System. Collecting, analyzing, and explaining variations in client billing trends; and researching and plaining variances in budget vs. actual client revenue. Identifying and implementing improvements to existing Management reports and developing new reports as needed. Supporting and implementing billing automation, technology enhancements and efficiency projects related to Billing. Support approval and processing of clients-initiated transactions and service requests Preparing regulatory reporting including QST, OSC, AMF and MFR. Delivering stellar quality customer service interactions to our internal and external customers to exceed their expectations. Ad-hoc projects and work as needed. What We’re Looking For: Minimum 2-4 years of experience in financial analysis and regulatory reporting. Completion of CPA or equivalent work experience. Experience in billing and regulatory reporting is an asset. Strong technical knowledge of accounting required. The Expertise You Bring Strong attention to detail and sense of accountability to follow-up on issues. Excellent written and verbal communication skills. Willingness to take on challenges with a positive attitude. Highly motivated attitude and eagerness to learn. Ability to organize and prioritize workload and work under strict deadlines. Independent decision making and capacity to influence others. Intermediate/advanced level of MS Excel. Ability to address and resolve conflicts confidently. Superior customer service focus. Overtime will be required during month-end period. Total Rewards That Reflect Your Impact 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 Hourly rate of $41 - $62 We’re proud to offer a compensation package that aligns with provincial pay transparency requirements. This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference. Fidelity Canada is an equal opportunity employer Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment 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. Accommodation during the application process 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 FidelityCanadaStaffing@fidelity.ca. 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. Why Work at Fidelity? We are proud to be recipients of the following: Awards • Canada's Top 100 Employers o Greater Toronto's Top Employers o Canada's Top Family-Friendly Employers o Canada's Top Employers for Young People • Great Place To Work® Certified o Best Workplaces for Inclusion o Best Workplaces for Mental Wellness o Best Workplaces for Today's Youth o Best Workplaces for Women o Best Workplaces in Financial Services & Insurance o Best Workplaces in Ontario o Best Workplaces with Most Trusted Executive Teams • LinkedIn Top Companies in Canada • Human Resource Director (HRD) - Best Place To Work o HRD - 5-Star Benefit Program o HRD - 5-Star Diversity & Inclusion Employer Designations • Canadian Compassionate Companies – Certified • Benefits Canada's Workplace Benefits Award - Future of Work Strategy • TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting • Canadian HR Reporter's Most Innovative HR Team About Us Fidelity Canada has become an employer of choice for talented people seeking rewarding career opportunities in the financial services industry. We look to hire outstanding individuals who want to maximize their potential and be challenged in all aspects of their professional careers. To help our employees excel in their roles at Fidelity, we provide everyone here with the best training, resources and support possible throughout their careers. With our help, there’s no limit to what you can accomplish here. We’re excited you’re considering Fidelity for your career plans. The Search Jobs section is your online source for job opportunities at Fidelity. Using our site is simple - just take a few moments to create an online profile for your ideal job. Your profile is then automatically matched to open positions and you are notified via e-mail each time a match is made. Or, if you prefer, you can search our list of jobs before registering with us. 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 FidelityCanadaStaffing@fidelity.ca Fidelity respects the privacy of your information. Click for a detailed data protection and privacy statement .