Job DescriptionYou 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 AreAt 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 ImpactThe 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 AccountabilitiesManage Mutual Fund, ETF and Institutional Product Offering Document ProcessesDraft offering documents for private and public investment funds and accounts under the supervision of a lawyerCreate filing timetables and work-back schedules, including making sure that business unit inputs to offering documents are received on timeReview and validate product brief informationManage FIC Legal's process to initiate and make changes to fund facts documents using an automated systemLiaise 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 mattersOversee and manage the ETF listing application process, including ticker reservations and ongoing maintenance of ticker expiry datesOversee and manage the CUSIP processOversee external tax and auditor review process - i.E., engage providers in reviews, build relationships, help to resolve issues, and collect tax and auditor materialsManage comment letter process - set up templates,
coordinate/gather/input responses from relevant stakeholdersPrepare and/or assist with creating board materials for filings, updating material and non-material contracts, and creating or updating designated broker and dealer agreementsKeep offering document materials up to date - e.G., in between renewal filings carry forward any amendments and other matters for FIC Legal considerationRun 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 micrositeProvide Legal Support For Other Miscellaneous WorkSupport 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 emailManage 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 processManage FIC Legal's corporate actions rota and assist as the primary liaison between the corporate actions team and FIC LegalArrange for the execution of fund investment documents through our Fund Treasury teamManage FIC Legal's Institutional compliance certificate review processAct 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 dateThe Expertise You BringYou have robust written, verbal and interpersonal communication skillsYou have a proven track record of strong collaboration and teamworkYou have excellent project management skillsYou have a commitment to drive quality and process improvementsYou are detail orientedYou are skilled in Microsoft Word and Workshare CompareExperienceWhat We Are Looking ForAt 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 firmEducationUniversity degree or equivalent work experienceLicenses/Registrations/DesignationsNice to have Canadian Securities Law Course, IFIC Mutual Fund CourseSome of the ways we'll help you feel valued and supported as part of our teamFlexible working arrangements - 100% remote, hybrid, and in office optionsCompetitive total compensation, including company contributions to your group RRSP without a matching requirement from youComprehensive health benefits that start on your first day, with 100% employer-paid premiums,
that include up to $6000 annually for mental health services and therapyParental leave top-up to 100% of your salary for a period of 25 weeksUp to $650 for home office equipmentGenerous time off policy, including 2 paid days annually to volunteer at a charity of your choiceDiversity and inclusion programs, including an active network of Employee Resource GroupsExtensive 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.Total Rewards That Reflect Your ImpactWe 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.Base Salary and discretionary Performance Bonus Total annual cash compensation (base salary plus target bonus) ranges from $111,000 to $129,000 based on experience and qualificationsRRSP 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.Fidelity Canada is an equal opportunity employerFidelity 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 processFidelity 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
[email protected] Work at Fidelity?We are proud to be recipients of the following.AwardsCanada's Top 100 EmployersGreater Toronto's Top EmployersCanada's Top Family-Friendly EmployersCanada's Top Employers for Young PeopleGreat Place To Work CertifiedBest Workplaces for InclusionBest Workplaces for Mental WellnessBest Workplaces for Today's YouthBest Workplaces for WomenBest Workplaces in Financial Services & InsuranceBest Workplaces in OntarioBest Workplaces with Most Trusted Executive TeamsLinkedIn Top Companies in CanadaHuman Resource Director (HRD) - Best Place To WorkHRD - 5-Star Benefit ProgramHRD - 5-Star Diversity & Inclusion EmployerDesignationsCanadian Compassionate Companies - CertifiedBenefits Canada's Workplace Benefits Award - Future of Work StrategyTalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in RecruitingCanadian HR Reporter's Most Innovative HR Team
📌 Prospectus Operations Manager (Toronto)
🏢 Fidelity Canada
📍 Toronto