Job Description
# **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.*****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—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.**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 $5000 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 designationWe 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.**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.****We are proud to be recipients of the following:****Awards****•
Canada's Top 100 Employers**
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Greater Toronto's Top Employers
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Canada's Top Family-Friendly Employers
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Canada's Top Employers for Young People
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Great Place To Work Certified**
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Best Workplaces for Inclusion
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Best Workplaces for Mental Wellness
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Best Workplaces for Today's Youth
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Best Workplaces for Women
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Best Workplaces in Financial Services & Insurance
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Best Workplaces in Ontario
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Best Workplaces with Most Trusted Executive Teams**•
LinkedIn Top Companies in Canada**
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Human Resource Director (HRD) - Best Place To Work**
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HRD - 5-Star Benefit Program
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HRD - 5-Star Diversity & Inclusion Employer**Designations**
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Canadian Compassionate Companies – Certified
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Benefits Canada's Workplace Benefits Award - Future of Work Strategy
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TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
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Canadian HR Reporter's Most Innovative HR TeamFidelity 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.caFidelity respects the privacy of your information. Click for a
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