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

The Director, Product Strategy and Commercialization will lead the commercial strategy for Fidelity’s digital investing platform, ensuring the Investly product roadmap, go-to-market priorities, incentives, lifecycle programs and client value proposition are directly tied to measurable business outcomes. Working within their team and cross-functionally, they will be accountable for translating the Investly vision into a prioritized growth agenda that supports funded investor growth, AUM growth, revenue generation, margin improvement, client lifetime value and long-term P&L; performance. They will own the commercial planning discipline for Investly, including business case development, roadmap prioritization, experimentation, commercialization planning, incentive optimization, feedback collection, partner alignment and performance management against agreed business targets. Within the team, the Director, Product Strategy and Commercialization will establish, maintain and iterate the operating cadence, goals and metric framework required to run Investly with stronger commercial discipline. They will ensure team members and cross-functional partners understand how their work contributes to growth, revenue, cost efficiency, client outcomes,



enterprise value and P&L; performance. Own the commercial strategy, business planning and P&L; accountability framework for Investly, including the strategic plan, business cases and performance targets that guide product and growth decisions. Translate customer, market and performance insights into product, commercialization and lifecycle priorities that improve user experience and drive profitable growth. Champion a data-informed, user-centric and commercially disciplined approach to product strategy, commercialization and P&L; performance. Build and lead a high-performing team that aligns with Fidelity’s values and that collaborates well in cross-functional environments Collaborate with Digital Client Experience, Product Managers, Investly, Incentive Managers and cross-functionally with Business Development, Social Media, Data Analytics, Finance, Risk, Compliance and Marketing to deliver customer‑centric, compliant and financially sound outcomes. Identifying products and services, building rigorous business cases, setting high-level business requirements for Software Product, defining GTM briefs for Marketing, and making clear trade‑off recommendations based on expected commercial value, resource requirements, risk and P&L; impact.

Degree in Business, Software or a related field/equivalent experience

7+ years in digital products, product strategy, commercialization, growth, business planning or related strategy roles, including experience managing commercial outcomes

Experience in digital platforms within the wealth industry

Experience in strategy, business planning and P&L;‑oriented decision‑making

Experience building business cases, performance scorecards and commercialization plans tied to measurable financial and growth outcomes

Strong understanding of industry dynamics, strategy, business planning, product commercialization and digital platform economics





Advance communication and team‑building skills

Use of AI and data tools for strategy creation, business case development, performance analysis, experimentation and product outcomes

Understanding of securities, digital assets and mobile application development

Experimentation and data‑driven decision making

Solid financial and commercial acumen, including P&L; management, business case development, unit economics, investment prioritization, growth forecasting, CAC/LTV analysis and resource allocation against growth objectives

Some of the ways we’ll help you feel valued and supported as part of our team

Adaptable working arrangements - 100% remote, hybrid, and in office options

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

Canada's Top Employers for Young People

Best Workplaces for Inclusion

Best Workplaces for Today's Youth

Best Workplaces for Women

Best Workplaces in Financial Services & Insurance

HRD - 5-Star Diversity & Inclusion Employer Designations

TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting

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 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.

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process.

📌 Product Planning Manager (Mississauga)
🏢 Fidelity International
📍 Mississauga