Sales T&E Analyst

Job Description

Sales T&E (Travel & Entertainment) Analyst 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. This is a full-time regular opportunity. 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

Reporting to the Manager, Sales - Travel & Entertainment (T&E), the Analyst is to gather all travel and entertainment expenses for the Wholesalers, Inside Wholesalers and Sales Associates and enter them into the Travel and Expense system (Concur), as well as the contact management system, 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 Liaise and build effective relationships with the Sales teams and other internal departments Build monitoring/trending reports and provide support to Manager, Sales T&E What We’re Looking for:

Post-secondary education or equivalent work experience required. More than 3 months of experience in an administrative role, preferably in a sales environment required. Experience in the financial services/mutual fund industry. IFIC course or Canadian Securities Course (CSC) is an asset. Knowledge of NI 81-105 is an asset. The Expertise You Bring

Excellent writing, oral communication, and analytical skills. Team player and can work independently with various individuals from different business units. Excellent organizational skills and attention to detail. Strong knowledge of MS Office (Word, Excel, PowerPoint, Outlook), Adobe Acrobat. Experience with Salesforce is

required. Ability to work in a fast-paced environment with minimal supervision. 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 and Discretionary Performance Bonus: A competitive annual range of

$54,000 to $71,000

, based on your experience and qualifications RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution with no employee matching required We’re proud to offer a compensation package that aligns with provincial pay transparency requirements. Some of the ways we’ll help you feel valued and supported as part of our team: Flexible working arrangements - 100% remote, hybrid, and in office options Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $6000 annually for mental health services and therapy Parental leave top-up to 100% of your salary for a period of 25 weeks Up to $650 for home office equipment Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice Diversity and inclusion programs, including an active network of Employee Resource Groups Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation 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. We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions. 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. Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

Canada’s Top 100 Employers

Greater Toronto’s Top Employers Canada’s Top Family-Friendly Employers Canada’s Top Employers for Young People

Great Place To Work Certified

Best Workplaces for Inclusion Best Workplaces for Mental Wellness Best Workplaces for Today’s Youth Best Workplaces for Women Best Workplaces in Financial Services & Insurance Best Workplaces in Ontario Best Workplaces with Most Trusted Executive Teams

LinkedIn Top Companies in Canada Human Resource Director (HRD) - Best Place To Work

HRD - 5-Star Benefit Program 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

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