## **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.**
**Current work authorization for Canada is required for all openings.**
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.
**How You’ll Make an Impact**
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.
- Own the commercialization programme for priority growth initiatives, coordinating cross-functional execution and ensuring initiatives deliver against agreed business outcomes.
- 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.
**What We’re Looking For**
- 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
- 3+ years of experience managing and growing a high-performing team
- 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
**The Skills Set You Bring**
- Strong understanding of industry dynamics, strategy, business planning, product commercialization and digital platform economics
- Advance communication and team-building skills
- Skills in leadership through influence
- The ability to gain expert-level knowledge in a wide variety of areas
- Proven people leadership experience with a focus on developing and leveraging the capabilities of a high-performing team.
- 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
- Product and growth portfolio prioritization
- Experimentation and data-driven decision making
- Strong 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
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 $5000 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.
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.
**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 [
[email protected]](mailto:
[email protected]).
**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