📌 Core Information
🔹 Job Title: Marketing Automation Manager
🔹 Company: Fidelity Canada
🔹 Location: Toronto Office, Canada
🔹 Job Type: Full-Time, Hybrid
🔹 Category: Marketing
🔹 Date Posted: July 2, 2025
🔹 Experience Level: 2-5 years
🔹 Remote Status: On-site with hybrid work arrangement
🚀 Job Overview
Key aspects of this role include:
- Designing and executing automated and ad-hoc marketing campaigns, primarily using email marketing.
- Supporting and maintaining efficient operations across Fidelity’s marketing automation and sales enablement platforms.
- Collaborating with cross-functional teams to build and improve lead generation and nurture campaigns.
- Conducting analytics and reporting to optimize campaign performance and business impact.
- Contributing to resource efficiency by streamlining campaign operations and content updates.
ASSUMPTION: This role requires a strong background in marketing automation and a solid understanding of marketing campaign management, with a focus on email marketing and lead generation.
📋 Key Responsibilities
✅ Designing and executing automated and ad-hoc campaigns, primarily using email marketing and involving some mobile marketing.
✅ Supporting and maintaining efficient operations across Fidelity’s marketing automation and sales enablement platforms.
✅ Collaborating with other teams to build and improve lead generation and nurture campaigns.
✅ Conducting analytics and reporting to optimize campaign performance and business impact.
✅ Contributing to resource efficiency by streamlining campaign operations and content updates.
✅ Participating in project teams related to digital marketing initiatives and conducting research into digital trends in the industry.
ASSUMPTION: This role requires strong project management, organizational, and analytical skills, as well as excellent communication skills, both written and verbal.
🎯 Required Qualifications
Education: University degree or equivalent work experience.
Experience: 3+ years of marketing operations or production management experience.
Required Skills:
- Proven experience with marketing automation and CRMs (e.g., Marketo, Salesforce).
- Understanding of sales enablement (e.g., Seismic).
- Excellent communication skills, both written and verbal.
- Strong project management, organizational, and analytical skills.
- Creative thinking with a passion for growth and performance marketing.
Preferred Skills:
- 3-5 years of experience in the Mutual Fund/Financial Services industry.
- Experience in document and content production technology (e.g., Adobe Creative Suite).
- PMP/Marketo Certification.
ASSUMPTION: While not explicitly stated, familiarity with the financial services industry and relevant regulations would be beneficial for this role.
💰 Compensation & Benefits
Salary Range: CAD 80,000 - 120,000 per year (Estimated based on industry standards for a Marketing Automation Manager with 3-5 years of experience in the Financial Services industry in Toronto)
Benefits:
- Flexible working arrangements.
- 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, which 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 two 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.
Working Hours: 35-40 hours per week, with a hybrid work arrangement (2-3 days on-site per week).
ASSUMPTION: The salary range provided is an estimate based on industry standards and may vary depending on the candidate's experience and qualifications.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services. Fidelity Canada is part of a broader group of companies, collectively known as “Fidelity Investments”, one of the world’s largest providers of financial services.
Company Size: 1,001-5,000 employees. Fidelity Canada employs over 1,600 full-time employees in offices across the country, headquartered in Toronto with regional offices in Montreal, Calgary, and Vancouver.
Founded: 1987. Fidelity Canada has been committed to helping Canadian investors build better financial futures for over 35 years.
Company Description:
- Fidelity Canada offers individuals and institutions a range of trusted investment portfolios and services.
- The company is constantly striving to find new and better ways to help its clients.
- Fidelity Canada is made up of two entities: Fidelity Investments Canada ULC (FIC) and Fidelity Clearing Canada ULC (FCC).
Company Specialties:
- Investment Management
- Financial Services
- Mutual Funds
- Financial Planning
- Retirement
- Asset Management
- Financial Education
- Market Commentary
- and Institutional
Company Website: www.fidelity.ca
ASSUMPTION: Fidelity Canada is a well-established company with a strong reputation in the financial services industry. It offers a comprehensive benefits package and opportunities for professional development and growth.
📊 Role Analysis
Career Level: Mid-level. This role reports to the Manager, Marketing Automation and has the opportunity to lead and mentor junior team members.
Reporting Structure: This role reports to the Manager, Marketing Automation and works closely with various teams, including Marketing, Sales, Emerging distribution channels, Finance, and IS.
Work Arrangement: Hybrid. This role requires working on-site 2-3 days per week, with the remaining days worked remotely.
Growth Opportunities:
- Potential to lead and mentor junior team members.
- Opportunities to work on diverse projects and initiatives across various distribution lines.
- Access to extensive professional development opportunities, including training and development courses, tuition reimbursement, and monetary rewards for completing a required designation.
ASSUMPTION: This role offers opportunities for career growth and development within the marketing automation and digital marketing fields.
🌍 Location & Work Environment
Office Type: Hybrid. This role requires working on-site 2-3 days per week, with the remaining days worked remotely.
Office Location(s): Toronto Office, Canada
Geographic Context:
- Toronto is the capital city of the province of Ontario and the largest city in Canada by population.
- The city is known for its diverse culture, vibrant arts scene, and numerous attractions, including the CN Tower, the Royal Ontario Museum, and the Toronto Islands.
- Toronto has a humid continental climate, with warm, humid summers and cold, snowy winters.
Work Schedule: Standard business hours, with flexibility for a hybrid work arrangement.
ASSUMPTION: Working in Toronto offers a unique blend of urban living and access to natural beauty, with numerous parks, beaches, and conservation areas within and surrounding the city.
💼 Interview & Application Insights
Typical Process:
- Online application submission through the company's careers website.
- Phone or video screening with the HR department.
- In-depth interview with the hiring manager and/or team members.
- Final interview with the director or another senior leader.
- Background check and reference check for the final candidate.
Key Assessment Areas:
- Technical skills and experience with marketing automation and CRMs.
- Understanding of sales enablement and digital marketing trends.
- Problem-solving and analytical skills.
- Communication and interpersonal skills.
- Cultural fit and alignment with Fidelity Canada's values and mission.
Application Tips:
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role.
- Include specific examples of your experience with marketing automation, email marketing, and lead generation campaigns.
- Demonstrate your understanding of the financial services industry and relevant regulations.
- Prepare thoughtful questions to ask during the interview to show your interest in the role and the company.
ATS Keywords: Marketing Automation, Email Marketing, Campaign Management, Analytics, Marketing Operations, Sales Enablement, Digital Marketing, Lead Generation, A/B Testing, Performance Marketing, Data Quality
ASSUMPTION: Fidelity Canada uses an Applicant Tracking System (ATS) to manage and organize job applications, so including relevant keywords in your resume can help your application stand out.
🛠️ Tools & Technologies
- Marketo
- Salesforce
- Seismic
- Adobe Creative Suite
- Microsoft Office Suite
- Google Workspace
ASSUMPTION: Familiarity with these tools and technologies is essential for this role, as they are used daily to manage marketing campaigns, automate workflows, and analyze campaign performance.
👔 Cultural Fit Considerations
Company Values:
- Integrity
- Excellence
- Collaboration
- Inclusion
- Accountability
- Client Focus
Work Style:
- Collaborative and team-oriented.
- Results-driven and focused on continuous improvement.
- Adaptable and open to change.
- Strong communication and interpersonal skills.
Self-Assessment Questions:
- Do you align with Fidelity Canada's values, particularly integrity, excellence, and client focus?
- Are you comfortable working in a hybrid environment, with a balance of on-site and remote work?
- Do you thrive in a collaborative, team-oriented work culture?
ASSUMPTION: Fidelity Canada values a diverse and inclusive work environment, and candidates who demonstrate a strong cultural fit and alignment with the company's values will be most successful in this role.
⚠️ Potential Challenges
- Managing multiple ongoing projects and campaigns simultaneously.
- Working with tight deadlines and competing priorities.
- Navigating a large, matrixed organization with multiple stakeholders.
- Adapting to changes in the marketing automation and digital marketing landscapes.
- Balancing the need for creativity and innovation with the requirement for consistent, on-brand messaging.
ASSUMPTION: These challenges can be overcome with strong project management, organizational, and communication skills, as well as a results-driven and adaptable mindset.
📈 Similar Roles Comparison
- This role is similar to other Marketing Automation Manager positions in the financial services industry, but may require more experience with sales enablement and a deeper understanding of the industry's regulations.
- Compared to similar roles in other industries, this position may offer a more competitive salary range and comprehensive benefits package.
- Career path comparison: This role can lead to senior marketing automation or digital marketing positions within the company or other organizations in the financial services industry.
ASSUMPTION: While this role shares similarities with other marketing automation positions, its unique context within the financial services industry and Fidelity Canada's specific needs set it apart.
📝 Sample Projects
- Developing and executing a targeted email campaign to promote a new mutual fund launch, including segmentation, personalization, and A/B testing.
- Optimizing the automated production of fund performance materials, such as MarketPulse, FundPulse, and Quarterly Fund Review, to improve efficiency and accuracy.
- Collaborating with the sales team to create and implement a lead scoring model to prioritize and qualify leads for follow-up.
ASSUMPTION: These sample projects demonstrate the range of responsibilities and initiatives that a Marketing Automation Manager at Fidelity Canada might undertake, from campaign design and execution to process improvement and analytics.
❓ Key Questions to Ask During Interview
- Can you describe the team structure and dynamics within the Marketing department?
- How does Fidelity Canada support the professional development and growth of its employees?
- What are the biggest challenges facing the Marketing department currently, and how can this role contribute to addressing them?
- How does Fidelity Canada approach diversity, equity, and inclusion in its hiring and workplace practices?
- What are the key priorities for this role in the first 90 days?
ASSUMPTION: Asking thoughtful, relevant questions during the interview process demonstrates your interest in the role and the company, and can provide valuable insights into the work environment and cultural fit.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume to highlight your relevant experience and skills for this role, including specific examples of your experience with marketing automation, email marketing, and lead generation campaigns.
- Write a cover letter that demonstrates your understanding of the role and the company, and explains why you are a strong fit for the position.
- Prepare for the interview by researching Fidelity Canada's mission, values, and recent news, and by practicing common interview questions and your responses.
- Follow up with the hiring manager or HR department after your interview to express your appreciation for the opportunity and reiterate your interest in the role.
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
