Job Description

You will be working on a flexible hybrid schedule as part of Fidelity's dynamic working arrangement.

Current work authorization for Canada is required for all openings.

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 current 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:
The Prospectus Operations Manager is primarily responsible for the management of Fidelity Investments Canada ULC's ("FIC") retail and institutional product distribution process as it relates to new mutual funds, ETFs, renewal and amendment filings, and pooled fund offerings.

The successful candidate will manage all key aspects of FIC's product launch and renewal processes, including but not limited to the preparation of offering and amendment documents, board materials, material contract amendments, being the key point of contact between FIC Legal and internal business units and external providers, and ensuring that deadlines are met.

The Prospectus Operations Manager will support a team of lawyers, law clerks and legal translators, and will act as the primary liaison between FIC Legal and FIC Retail and Institutional Product and other key internal personnel for new and existing product offering related matters.

Key Accountabilities

Manage Mutual Fund, ETF and Institutional Product Offering Document Processes

Draft offering documents for private and public investment funds and accounts under the supervision of a lawyer

Create filing timetables and work-back schedules, including making sure that business unit inputs to offering documents are received on time

Review and validate product brief information





Manage FIC Legal's process to initiate and make changes to fund facts documents using an automated system

Liaise with lawyers, the broader FIC business prospectus review team, board operations manager, board of directors, and internal and external translators as it relates to product offering related matters

Oversee and manage the ETF listing application process, including ticker reservations and ongoing maintenance of ticker expiry dates

Oversee and manage the CUSIP process

Oversee external tax and auditor review process - i.e., engage providers in reviews, build relationships, help to resolve issues, and collect tax and auditor materials

Manage comment letter process - set up templates, coordinate/gather/input responses from relevant stakeholders

Prepare and/or assist with creating board materials for filings, updating material and non-material contracts, and creating or updating designated broker and dealer agreements

Keep offering document materials up to date - e.g., in between renewal filings carry forward any amendments and other matters for FIC Legal consideration

Run FIC Legal's weekly filing update meetings - i.e., keep up to date with status of all offering document work, take minutes, resolve action items and oversee the MS Teams microsite

Provide Legal Support for Other Miscellaneous Work

Support FIC Legal's review of marketing materials - i.e., assist with prioritization of reviews, ensure that FIC Legal's comments are accurately reflected in revised drafts and that marketing materials posted for approval are the same as what was approved by email

Manage FIC Legal's MRFP review process - liaise with internal individuals in Canada and abroad to obtain MRFP lists, calculate and assign MRFPs for review, and manage the document upload process

Manage FIC Legal's corporate actions rota and assist as the primary liaison between the corporate actions team and FIC Legal

Arrange for the execution of fund investment documents through our Fund Treasury team

Manage FIC Legal's Institutional compliance certificate review process





Act as the primary liaison between FIC Legal and FIC business units for all material and non-material contract matters - e.g., fulfill requests for copies of various contracts and keep our retail and institutional product related contracts filing systems up to date

The Expertise You Bring:

You have strong written, verbal and interpersonal communication skills

You have a proven track record of strong collaboration and teamwork

You have excellent project management skills

You have a commitment to drive quality and process improvements

You are detail oriented

You are skilled in Microsoft Word and Workshare Compare

What We Are Looking For: Experience

At least 3 years of experience years of (i) working with offering document disclosure for retail/institutional funds and accounts; or (ii) project management experience and at least 3 years of legal experience gained at a large financial institution or law firm

Education

University degree or equivalent work experience

Licenses/Registrations/Designations

Nice to have: Canadian Securities Law Course, IFIC Mutual Fund Course

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 advantages 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.

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:

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