Sales Travel & Entertainment Analyst

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.

What We Do.

Our legal and procurement team makes an impact every day by delivering end-to-end commercial and legal support to our business units, helping them find goods and services from external vendors and agreement to the terms for the goods and services.

How You Will Make An Impact.

Reporting to the Manager Sales Travel and Entertainment, a sales Travel and Entertainment Analyst is responsible for gathering all travel and entertainment expenses for the Wholesalers and entering them into Concur and Salesforce in a timely and accurate manner.

What You Will Do

• Prepare and remit monthly travel and entertainment expense reports on behalf of the Sales teams
• Build monitoring and trending reports
• Build effective relationships with the Sales teams to get work done in a professional, cooperative, and efficient manner
• Collaborate between the sales teams and other internal departments
• Provide support to Manager, Sales Travel and Entertainment

What We’re Looking For

• More than 3 months of experience in an administrative role, preferably in a sales environment
• Completion of CIFC (Canadian Investment Funds Course) or CSC (Canadian Securities course) is an asset
• Bilingualism in French and English is an asset
• Completion of post-secondary education
• Experience in the financial services/mutual fund industry is an asset

Expertise You Bring

• Strong knowledge of computer skills in MS Office (Word, Excel, PowerPoint, Outlook), Adobe Acrobat
• Excellent organizational skills and attention to detail.
• Team player or work independently and with various individuals from different business units
• Knowledge of NI 81-105 is an asset
• Knowledge of Salesforce is an asset.
• Excellent writing, oral communication, and analytical skills

Some of the ways we’ll help you feel valued and supported as part of our team

• Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapy
• Parental leave top-up to 100% of your salary for a period of 25 weeks
• Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you
• Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice
• Flexible working arrangements - 100% remote, hybrid, and in office options
• Diversity and inclusion programs, including an active network of Employee Resource Groups
• We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.
• Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation
• Up to $650 for home office equipment

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 [email protected].

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

• HRDC Best Places to Work 2023
• Canada's Top Family-Friendly Employers 2023 (7th consecutive year)
• Greater Toronto's Top Employers 2023 (10th consecutive year)
• Canada's Top 100 Employers 2023 (7th consecutive year)
• Canada's Top Employers for Young People 2023
• Venngo Healthy Workplaces Award Workplace Benefits Awards – Health and Wellness Program

Designations

• A Canadian Compassionate Company
• Best Workplaces for Women 2023 by Great Place to Work
• Great Place to Work (Dec 2022 - Nov 2023)