Data & Visual Insights Analyst

Job Description

Current work authorization for Canada is required for all openings.

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.

Company Overview

At Fidelity Canada, 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.

Business Overview

Reporting to the Manager, Reporting and Analysis, the Data & Visual Insights Analyst supports the organization's reporting, analytics and business intelligence functions by gathering, organizing, analyzing and distributing insights that feed operational, financial and strategic decision-making. The role is responsible for maintaining recurring reports, designing dashboards, administering data feeds, monitoring data quality, performing foundational analyses, and assisting with reporting automation initiatives.

The successful candidate will work closely with senior analysts and business leaders, develop technical expertise in reporting, SQL, data management, visualization, and business intelligence while helping stakeholders understand business performance through accurate and timely information. They will also be detail-oriented, intellectually curious professionals with a passion for data and continuous learning.They combine strong analytical thinking, technical aptitude, and business awareness to deliver accurate reporting and actionable insights. Through reliable report delivery, strong stakeholder support, and ongoing development of SQL, reporting, visualization, and analytical skills, they build the foundation for progression into senior analytics and business intelligence roles.

How You’ll Make an Impact

Reporting & Performance Monitoring

• Maintain and update daily, weekly, monthly, quarterly, and annual performance reports
• Produce recurring operational, financial, and management reporting packages
• Administer systematic reporting processes and ensure reports are delivered accurately and on schedule
• Monitor business performance metrics and identify notable trends and exceptions
• Assist with report enhancements and modifications based on stakeholder requirements
• Coordinate reporting activities and support reporting schedules across business areas

Dashboard Development & Data Visualization

• Create and maintain dashboards, scorecards, and visual reports that communicate business performance
• Design basic visualizations using Excel, Power BI, Tableau, or similar tools
• Support senior analysts in dashboard development and reporting projects
• Prepare presentations and reporting materials that communicate analytical findings effectively
• Apply visualization best practices and standardized reporting formats

Data Quality, Governance & Data Management

• Validate data accuracy, completeness, and consistency across multiple systems
• Maintain critical reporting tables, data repositories, and reporting datasets
• Document source tables, data definitions, business rules, and reporting processes
• Identify, investigate, and escalate data quality issues and reporting discrepancies
• Support data governance initiatives and maintain compliance with reporting standards
• Assist with the management of internal and third-party data feeds used for reporting and analysis

Data Analysis & Insights

• Gather, organize, and analyze data from multiple sources
• Perform ad-hoc analyses to support business questions and decision-making
• Identify trends, patterns, anomalies, and opportunities for improvement
• Support senior analysts in evaluating operational and financial performance
• Provide meaningful business context and insights alongside analytical outputs
• Assist with performance measurement and KPI reporting initiatives

Data Retrieval

• Write and maintain basic queries to retrieve and validate data using the appropriate tool/scripting language for the task
• Extract data for dashboards, reports, and analytical projects.
• Learn relational database concepts, reporting structures, and data models.
• Support reporting automation and data optimization initiatives.
• Assist with maintaining reporting datasets and data warehouse structures

Reporting Automation & Process Improvement

• Identify opportunities to automate manual reporting activities.
• Assist with optimization of existing reports and reporting workflows.
• Support efforts to improve reporting efficiency, speed, and usability.
• Help eliminate redundant reports and streamline information delivery processes.
• Participate in reporting enhancement and data management projects

Stakeholder Support & Training

• Work closely with managers and business partners to understand reporting requirements.
• Respond to data and reporting inquiries in a timely and professional manner.
• Assist in educating end users on reporting tools, data sources, and analytical capabilities.
• Build positive working relationships across departments.
• Communicate findings and recommendations clearly and effectively

The Expertise You Bring

· Analytics & Problem Solving

· Data Management

· Business Intelligence & Reporting, visualization tools such as PowerBI, Tableau, Business Objects

· Advanced Microsoft Excel and PowerPoint

· Communication & Professional Skills

Experience, Education

· University Degree in Computer Science, Finance. Mathematics, Statistics, Economics, related analytical discipline or equivalent experience

· 2+ years of experience in Data Analytics, Reporting, Business Intelligence, Finance Analytics or a related field

· Experience working with data, spreadsheets, reports, or dashboards.

· Exposure to SQL, BI tools, or reporting systems is considered an asset.

· Experience analyzing data and communicating findings through reports or presentations is preferred

Nice to Have

· Financial services experience considered an asset

· Basic understanding of financial reporting and performance analysis

· Familiarity with data warehouse concepts

· CPA, or other analytical or business designations considered an asset

We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process as well as an AI screening tool that assists in screening and assessing applications. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions.

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:

• Base Salary and Discretionary Performance Bonus: Total annual cash compensation ( base salary plus target bonus ) ranges from $90,000 to $113,000, based on your experience and qualifications.

• RRSP 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.

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 benefits 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.

Fidelity Canada is an equal opportunity employer

Fidelity 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 process

Fidelity 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 FidelityCanadaStaffing@fidelity.ca.

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

• Canada's Top 100 Employers
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young People

• Great Place To Work Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today's Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

• LinkedIn Top Companies in Canada

• Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion Employer

Designations
• Canadian Compassionate Companies – Certified
• Benefits Canada's Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter's Most Innovative HR Team