Deliver clear and compelling tax, retirement, and estate planning insights to Fidelity’s advisor clients, investors, and the general public through publications, presentations, and media interviews—with a particular emphasis on French‑language communications.
Identify and research tax, retirement, estate planning, and selected other issues relevant to Fidelity's business.
Assist in the coordination and ensure consistency of communication of tax and retirement research through Fidelity's various sales channels.

University degree or equivalent work experience
7+ years of work experience related to taxation and investments
A professional designation such as the CPA, masters degree or equivalent (tax related preferred) is nice to have
Deep knowledge of taxation, particularly relating to the taxation of investments, individuals, small businesses and estate planning considerations.
Strong written and verbal communications skills.
Public speaking ability is critical to the role.
Solid knowledge of mutual funds, retirement issues, estate planning frameworks and broader industry trends.
Bilingualism in both French and English is an asset.

Competitive total compensation package
Opportunity to participate in Fidelity profit-sharing program
Company contributes into your RRSP, without a matching requirement from you
Health benefits and coverage, with no requirement for employee paid premiums, including up to $5000 for therapy
Health Care Spending Account
TELUS Health Virtual Care app
Health and Fitness Reimbursement
Up to $650 for home office equipment
Generous time off policy
2 paid days annually to volunteer
Access to over 11,000 training and development courses
Tuition reimbursement
Monetary awards for completing a required designation
Annual dues reimbursement for professional designations
Pregnancy/Parental/Adoption Leave
Fidelity will top-up to 100% of your salary for a period of 25 weeks

Director, Tax and Retirement Research

Key skills