Manager T&E ; T&E Processing
Job in
Toronto, Ontario, M5A, Canada
Listing for:
Fidelity Investments
Full Time
position
Listed on 2026-03-09
Job specializations:
-
Business
Business Management, Business Analyst, Business Administration
-
Management
Business Management, Business Analyst, Business Administration
Salary/Wage Range or Industry Benchmark: 65000 - 100000 CAD Yearly
CAD
65000.00
100000.00
YEAR
Job Description & How to Apply Below
Position: Manager T&E Support (T&E Processing)
Description
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.
Role Overview
Reporting to the Director Procurement and Senior Legal Counsel, the Manager Sales T&E is responsible for ensuring that all travel and entertainment for the Sales Team is entered into our expense processing and client relationship management platforms in a timely and accurate manner. The Manager Sales T&E will manage a team of Sales T&E Analysts who support the Sales Team.
What You Will Do
Apply a strong understanding of the Fidelity’s Business Entertainment and Workplace Gift (BEWG) rules and National Instrument 81-105.Identify issues with gifts and entertainment as they may arise to give feedback to Sales and, if necessary, escalate to ComplianceTrain T&E analysts on Fidelity BEWG rules and National Instrument 81-105Review the Sales T&E Policies and Procedures and update where requiredResearch, develop and implement new workflow processes and procedures where requiredCommunicate updates and any training on Policies and Procedures throughout the organizationManage T&E Admin Team to ensure that they are adequately supported in their day-to-day activities.Build effective relationships with the Sales Team to get work done in a professional, cooperative, and efficient mannerAct as liaison for Dalian T&E Team and build solid relationshipsConduct weekly meetings with Dalian Sales T&E g Team and act as liaison between FIC and Dalian on various matters (i.e., Sales T&E process changes, Sales Team changes etc.)Liaise and communicate with Sales Management and Sales Teams on Sales T&E updates as needed.Ensure information received from Sales Team is accurate and in good orderCommunicate appropriate issues in a timely manner to Manager for resolutionProvide reporting on expense processing data and trends and compliance with T&E rules to managementWhat We’re Looking For
Post secondary degree or equivalent work experienceMinimum 5 years’ experience managing and/or coaching, mentoring people.Understanding of National Instrument 81-105 and sales practices policiesExperience in the financial services/mutual fund industry is an assetPreferable to have completed; or in the process of completing:
Canadian Securities Course or Canadian Investment Funds CourseThe Expertise you Bring
Strong managerial, coaching and mentoring skillsExcellent written and oral communication skillsExcellent organizational skillsAbility to take initiative, work independently and handle multiple tasksExcellent time management skills with the ability to work under tight deadlinesCommitment to excellenceProficient in Microsoft Word, Excel and Power Point 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:
Base Salary
: A competitive annual range of $65,000 to $100,000
, based on your experience and qualifications.Performance Bonus
:
Eligible for a discretionary bonus that rewards your contributions and results.RRSP Contribution
:
After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.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.
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