Director Legal Services - Retail and Marketing

Job Description Please Note: You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement. Current work authorization for Canada is required for all openings. 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. Who We Are 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. What We Do Reporting to the VP, Legal and Procurement, the Director, Legal Services - Retail and Marketing is responsible for providing thoughtful, competent and accurate legal advice to Fidelity Investments Canada ULC. In this role, the Director, Legal Services - Retail and Marketing is responsible for supporting the retail and marketing business lines and leading team members in: (1) identifying, analyzing and resolving legal and regulatory issues impacting the business; and (2) drafting and supporting the production of regulatory and other legal documentation. The Director, Legal Services - Retail and Marketing works closely with internal partners and manages relationships with external advisors. The Director, Legal Services - Retail and Marketing will also represent Legal on various Fidelity and industry committees, where appropriate. How You’ll Make an Impact Retail Support Act as the main point of contact for key constituents across the firm with respect to matters involving Product Development/Management/Operations, Marketing, Fund Treasury Office (FTO), Finance, Compliance, etc. Oversee and resolve matters within the parameters set out in Canadian securities legislation and applicable regulatory relief. Ensure that FIC's robust line-up of investment funds remain in continuous distribution. Oversee filing processes and ensuring that legal deliverables are met. Oversee and resolve novel and complicated legal issues relating to product offerings that may require regulatory relief, and act as the key point of contact in liaising with the senior executive team and our principal regulator, as appropriate. Provide oversight on the MRFP review process, including the training of other lawyers and ensuring that material changes are properly disclosed. Oversee the process for reviewing all material change issues with respect to product offerings. Oversee/train lawyers and other staff in both Canada and at FIL in India in drafting and renewing prospectuses, annual information forms, fund facts and amendments to those documents. Consider and resolve issues related to new launches, renewals and fund facts. Oversee and/or conduct drafting/maintaining of material contracts. Support business efforts to find efficiency, increase effectiveness and expand digitalization. Oversee and/or lead document review committee meetings for the retail funds. Work with and oversee relevant internal constituents to bring forward and resolve applicable conflicts of interest matters. Assess and log conflict matters in FIC's conflicts of interest log. General Legal Support and Legal Operations Support Review/coordinate corporate action (CA) process, including training of other lawyers and staff to ensure CA process is followed. Support and oversee operations and investment compliance on various matte…

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