Prospectus Operations Manager

Fidelity Canada

. Manage Fidelity Investments Canada ULC’s retail and institutional product distribution processes for new mutual funds, ETFs, renewal and amendment filings, and pooled fund offerings .

Posted 9/18/2026full-timeToronto • CanadaMid-LevelSenior💰 CA$111,000 - CA$129,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing product distribution processes for mutual funds and ETFs, including drafting offering documents and coordinating with legal teams. Proven ability to oversee compliance, project management, and maintain accurate filing systems within the financial services sector.

Highest-signal resume keywords

Product Distribution ManagementOffering Document DraftingProject ManagementCollaboration and TeamworkDetail Oriented

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Offering Document DisclosureProject ManagementFund Facts Document ManagementETF Listing ApplicationsCUSIP ProcessesCorporate Actions ManagementLegal Document PreparationFiling Timetables CreationMaterial Contract AmendmentsStakeholder Coordination

Soft Skills

Strong Written CommunicationVerbal CommunicationInterpersonal Skills

Tools & Technologies

Microsoft WordWorkshare CompareMS Teams

Certifications & Qualifications

University DegreeCanadian Securities Law CourseIFIC Mutual Fund Course

Industry Keywords

Retail FundsInstitutional FundsFinancial InstitutionLegal ComplianceInvestment Funds

About the role

Key responsibilities & impact

Manage Fidelity Investments Canada ULC’s retail and institutional product distribution processes for new mutual funds, ETFs, renewal and amendment filings, and pooled fund offerings
Manage product launch and renewal processes, including preparation of offering and amendment documents, board materials, material contract amendments, and coordination with Legal, internal business units, and external providers
Support lawyers, law clerks and legal translators
Act as primary liaison between FIC Legal and Retail and Institutional Product teams
Draft offering documents for private and public investment funds and accounts under lawyer supervision
Create filing timetables and work-back schedules and ensure timely business-unit inputs
Review and validate product brief information
Manage fund facts document changes using an automated system
Oversee ETF listing applications, ticker reservations and ticker expiry-date maintenance
Oversee CUSIP processes
Manage external tax and auditor reviews
Manage comment-letter processes and coordinate stakeholder responses
Prepare or assist with board materials, contract updates, designated broker agreements and dealer agreements
Maintain current offering-document materials between renewal filings
Run weekly filing update meetings, take minutes, resolve action items and oversee the MS Teams microsite
Support marketing-material reviews and MRFP reviews
Manage the corporate-actions rota and liaise with the corporate-actions team
Arrange execution of fund investment documents through Fund Treasury
Manage Institutional compliance certificate reviews
Maintain material and non-material contract filing systems

Requirements

What you’ll need

Current work authorization for Canada is required
Strong written, verbal and interpersonal communication skills
Proven track record of strong collaboration and teamwork
Excellent project management skills
Commitment to drive quality and process improvements
Detail oriented
Skilled in Microsoft Word and Workshare Compare
At least 3 years of experience working with offering document disclosure for retail/institutional funds and accounts; or project management experience and at least 3 years of legal experience gained at a large financial institution or law firm
University degree or equivalent work experience
Canadian Securities Law Course and IFIC Mutual Fund Course are nice to have

Benefits

Comp & perks

Flexible working arrangements - 100% remote, hybrid, and in office options
Company contributions to group RRSP without a matching requirement
Comprehensive health benefits from the first day
100% employer-paid health benefit premiums
Up to $6000 annually for mental health services and therapy
Parental leave top-up to 100% of salary for 25 weeks
Up to $650 for home office equipment
Generous time off policy
2 paid days annually to volunteer at a charity of your choice
Diversity and inclusion programs, including Employee Resource Groups
Professional development opportunities, including access to over 11,000 training and development courses
Tuition reimbursement
Monetary rewards for completing a required designation
RRSP contribution after 6 months of employment, with no employee matching required