Director Tax and Retirement Research

Job Description

Please note:

• 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.

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.

Reporting to the VP, Tax and Retirement Research, the Director will generate and communicate educational and informative materials relating to tax, retirement, estate planning, and other "subject matter expert" topics. Audiences will primarily be financial advisors and investors.

This role will service the Fidelity's clientele that is located within Western Ontario and Western Canada regions

• Deliver clear and compelling tax, retirement, and estate planning insights to Fidelity’s advisor clients, investors, and the general public through publications, presentations, and media interviews—with a particular emphasis on French‑language communications.
• Identify and research tax, retirement, estate planning, and selected other issues relevant to Fidelity's business.
• Assist in the coordination and ensure consistency of communication of tax and retirement research through Fidelity's various sales channels

• University degree or equivalent work experience
• 7+ years of work experience related to taxation and investments
• A professional designation such as the CPA, masters degree or equivalent (tax related preferred) is nice to have
• Deep knowledge of taxation, particularly relating to the taxation of investments, individuals, small businesses and estate planning considerations.
• Strong written and verbal communications skills. Public speaking ability is critical to the role.
• Solid knowledge of mutual funds, retirement issues, estate planning frameworks and broader industry trends.
• Bilingualism in both French and English is an asset.

• Exceptional communication skills, analytical and technical knowledge; ability to articulate complex scenarios clearly and succinctly.
• Detail Oriented: take accountability to deliver on the key priorities of the business and build a clear plan to ensure success
• Proven ability to manage multiple priorities efficiently in a fast‑paced environment.
• Advanced knowledge of middle- and back-office operations, procedures, and policies
• A proactive mindset, ability to work independently, and commitment to delivering high‑quality outputs under tight deadlines.
• Excellent time management skills with the ability to work under tight deadlines
• A dedication to excellence and continuous improvement.

• Competitive total compensation package
• Opportunity to participate in Fidelity profit-sharing program
• Company contributes into your RRSP, without a matching requirement from you
• Health benefits and coverage, with no requirement for employee paid premiums, including up to $5000 for therapy
• Health Care Spending Account
• TELUS Health Virtual Care app
• Health and Fitness Reimbursement
• Up to $650 for home office equipment
• Generous time off policy
• 2 paid days annually to volunteer
• Access to over 11,000 training and development courses
• Tuition reimbursement
• Monetary awards for completing a required designation
• Annual dues reimbursement for professional designations
• Pregnancy/Parental/Adoption Leave - Fidelity will top-up to 100% of your salary for a period of 25 weeks

Fidelity Canada is committed to fostering a diverse and inclusive…