Fidelity Investments Canada opened on October 19, 1987, and is run from Toronto. It manages about C$429 billion (September 2026) for Canadian investors, mainly through mutual funds, ETFs and managed portfolios sold via financial advisors and online brokerages. Its own investment division, Fidelity Canada Investment Management, works alongside Fidelity sub-advisers worldwide. The Canadian business also includes Fidelity Canada Institutional and Fidelity Clearing Canada. For students it runs a structured co-op program with three terms a year and hires new graduates into a Business Development Program, the entry point to its wholesaling career path.
Mutual funds, ETFs and portfolios for Canadian investors
Mutual funds, ETFs and managed or tax-efficient portfolio solutions, sold through financial advisors and online trading platforms.
Fidelity Canada Investment Management
The Canadian investment division that advises Fidelity's Canadian products. Some mandates are sub-advised by Fidelity affiliates such as FMR, FIAM, Fidelity International and Geode.
Fidelity Portfolio Solutions
Launched in 2024 to build model portfolios with advisors, using Fidelity's portfolio construction expertise and research.
Fidelity Canada Institutional
Investment solutions for Canadian institutional investors.
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Fidelity Clearing Canada
Execution, clearing, custody and back-office services for brokerage firms and portfolio managers.
Canadian presence
Canadian offices only. The official Contact page gives a single mailing address (483 Bay Street, Toronto) and no locations list, so any regional Canadian offices are not covered. This list may be incomplete.
The firm’s investment philosophy is published and almost no candidate reads it. Quoting a manager’s own stated criteria back to them, with one company you applied it to, beats any structural reason here. Say which part you agree with and, if you can defend it, one part you would push on.
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The analyst development model is the reason: Fidelity is one of very few places that still builds career research analysts rather than rotating people to PM.
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Deep fundamental research culture with global sector coverage.
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Active management conviction at a time when most large firms have drifted to index.
What candidates report about the interview process
5
Candidate experiences
Toronto
Offices represented
BSO Pro
Most candidates describe 3 rounds, usually including one-on-one interviews.
One thing a candidate reported being asked: Which multiples and ratios support your pitch?
1Analyst · Toronto · Investment BankingCoverage group and deal team, with notes
2First round: two interviews, behavioural and technicalAssociate · Calgary · Energy
3Walk me through the three financial statementsWhy this firm over the other banks you're speaking to
4Superday with four back-to-back conversationsOffer timing and how decisions were communicated
5Coverage group and deal team, with notesAnalyst · Toronto · Investment Banking
Unlock the full insights for Fidelity Investments Canada: every round, the topics tested and what candidates experienced
Each row is a start season; the bars are when you apply. The track starts this month, so how far right a bar sits is how far off it is.
Posting open Interviews Offers
Winter 2027
Apply now
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People
3 profiles from official biographies and public reporting
RS
Rob Strickland
Head of Fidelity Canada
Executive
Named as Head of Fidelity Canada in the firm's January 2026 announcement of portfolio manager Will Danoff's retirement. He also spoke for the firm on its October 2025 C$1.4 million gift to the University of Guelph's Lang School of Business.
Fidelity Investments Canada ULCCurrent
KC
Kelly Creelman
Executive Vice President, Products and Innovation
Products
Leads Fidelity Canada's product lineup and launches, including the May 2026 fund launches and the October 2026 Fidelity Global Quant Equity ETF. A February 2026 release gave her title as Senior Vice President, Products and Marketing.
Fidelity Investments Canada ULCuntil 2026
Fidelity Investments Canada ULC2026–now
LP
Linda Passarelli
Vice-President, Talent Management
Talent Management
Leads talent management at Fidelity Canada and spoke for the firm on its September 2026 Money Gains youth financial-literacy partnership with TVO.
Fidelity Investments Canada ULCCurrent
Professional information only, drawn from official biographies and published reporting. BSO never lists private contact details.
Fidelity press releases show a title change between February 6, 2026 (SVP, Products and Marketing) and May 20, 2026 (EVP, Products and Innovation). No effective date was announced.
The gift creates a Fidelity Chair in Finance and supports faculty mentors for Guelph's student investment council and sales association.
Oct 1, 2025
Recruiting
C$1.4M gift to University of Guelph
Fidelity funds a named Chair in Finance at Guelph's Lang School and supports student investment and sales groups.
Jan 1, 2018
Announcement
First Canadian ETF lineup
Fidelity Canada launches its first ETFs, the Fidelity Factor series.
Jan 1, 1998
Announcement
Canadian asset management team created
Fidelity Canada Asset Management is set up to focus on Canadian companies, and later expands into North American and global equities.
Oct 19, 1987
New office
Fidelity Investments Canada opens
The Canadian business opens on Black Monday, October 19, 1987.
What BSO doesn’t hold on Fidelity Investments Canada yet
No sourced transactions for this firm. BSO publishes a fact only once it can attribute it to a named source, so these stay off the page rather than being filled in from inference. If you know something published that belongs here, it is the fastest way to get it added.
Fidelity Investments Canada · Date unavailable · careers.fidelity.ca
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You and Fidelity Investments Canada
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How each round tends to run, what it keeps testing and where candidates lose it, from people who have sat it. Leave your name and we’ll reach out.
Posting open Sep to Oct; Interviews Oct to Nov; Offers Nov to Dec.
Summer 2027
Apply from Jan 2027
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Posting open Jan to Feb; Interviews Feb to Mar; Offers Mar to Apr.
Fall 2027
Apply from May 2027
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Posting open May to Jun; Interviews Jun to Jul; Offers Jul to Aug.
Starts
20262027
Oct (this month)NovDecJanFebMarAprMayJunJulAugSep
When to apply
Winter 2027
Posting open Sep to Oct; Interviews Oct to Nov; Offers Nov to Dec.
Apply now
Summer 2027
Posting open Jan to Feb; Interviews Feb to Mar; Offers Mar to Apr.
Apply from Jan 2027
Fall 2027
Posting open May to Jun; Interviews Jun to Jul; Offers Jul to Aug.
Apply from May 2027
Programs
Student co-op program
Co-op · Canada (Toronto head office)
Four-month co-op terms (fall, winter, summer) in areas including investment management, finance, accounting, audit, sales, marketing and HR. Includes workshops (Excel, presentation skills, networking), job shadowing, CPA and CFA information sessions, Q&As with executives and portfolio managers, and a MentorMatch program for returning students. Postings are also sent through university co-op offices.
Opens
Fall 2026 term: applications May 11-22, 2026; Winter 2027: September 14-25, 2026; Summer 2027: January 11-22, 2027
Closes
Two-week application windows, about four months before each term
Business Development Program
Full-time new graduate (sales) · Canada
New graduates start as business development representatives, the entry sales role, with structured training. Fidelity says many BDRs have gone on to become Fidelity wholesalers.
Typical background
Guidance
A Big Six or boutique investment bank, a pension rotation, or asset management.
4
Large-cap platforms and global multi-strategy funds
A Big Six or global bank, an elite boutique, or a Maple 8 rotation. Most juniors arrive after two years of banking.
3
Upper mid-market PE, infrastructure, the Maple 8 and large managers
Fidelity Investments Canada is here
2
Mid-market PE, mid-sized managers, domestic hedge funds and smaller pensions
One prior internship: a boutique bank, a small fund, transaction services, or a pension co-op.
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Small-cap private equity, boutique managers and early-stage VC
No prior finance experience required; a student investment fund or one relevant internship helps.