Respond to requests for proposals in accordance with the team’s service level standards and best practices.
Provide support for consultant databases.
Accurately and timely enter Fidelity data into consultant databases.
Prepare and distribute monthly and quarterly reports for institutional clients.
Build and maintain strong relationships with internal business partners as well as partners located outside Canada.
Maintain a strong knowledge of institutional products.

Minimum 1 year of experience in the financial services industry.
Experience handling requests for proposals and familiarity with databases.
University degree in business administration or a related field, or equivalent professional experience.
Bilingual (French and English), both spoken and written.
Experience working with Salesforce.
Working toward the CFA designation.

RRSP contributions: After six months of employment, we invest in your future by contributing to a Registered Retirement Savings Plan (RRSP) with no required employee contribution.
Comprehensive employer-paid health insurance starting on your first day, including up to $5,000 per year for mental health and therapy services.
Supplemental parental leave benefits equal to 100% of salary for up to 25 weeks.
Up to $650 for home office equipment.
Generous time-off policy, including two paid days each year to volunteer with 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 courses, tuition reimbursement, and rewards for achieving required professional designations.

Institutional Analyst

Key skills