Fidelity Canada Tech Stack

Canadian investment manager with 1,600+ employees across retail and institutional services

Financial Services Toronto, Ontario 1,001–5,000 employees Founded 1987 Privately Held

Fidelity Canada operates a hybrid investment platform serving retail investors and institutions, underpinned by Oracle, Snowflake, and Salesforce for client data and marketing. Hiring is accelerating across finance, engineering, and marketing—a balanced mix suggesting simultaneous execution on product (new launches, digital onboarding APIs) and revenue growth. Pain points cluster around process automation, data quality, and compliance, indicating infrastructure modernization is a near-term priority.

Tech Stack 96 technologies

Core StackMarketo Salesforce Confluence Snowflake Oracle ServiceNow Intune Zoom Canva PL/SQL Oracle Database AWS Power BI Tableau SAS Python Apex Cvent PowerPoint Informatica Cloud Integration Service Informatica PowerCenter Luminance Configuration Manager JAMF Pro Teams Hootsuite Adobe Express TikTok KNIME Adobe Experience Cloud+66 more

What Fidelity Canada Is Building

◆Challenges

Maximizing market penetration
Automating manual processes
Increasing customer loyalty
Ensuring compliance with communication policies
Increasing stakeholder expectations for sustainability reporting
Accurate tax reporting
Improving data accuracy
Reducing noise in large datasets
Improve ineffective processes
Improving control environment

▲Active Projects

Annual budget and business planning process
Api integration for digital client onboarding platform
Client onboarding process
New product launches
Client onboarding transition team
Digital campaigns
Integrated marketing programs for new and existing clients
Customer profitability and cost allocation process
Technology audit footprint expansion
Web-based advisor platform

Hiring Activity

Accelerating150 roles · 65 in 30d

Department

Finance

Engineering

Marketing

Sales

Ops

Support

Data

Product

Seniority

Mid

Manager

Senior

Junior

Director

Intern

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About Fidelity Canada

Fidelity Canada is the Canadian subsidiary of Fidelity Investments, operating since 1987 with over 1,600 employees across Toronto (HQ), Montreal, Calgary, and Vancouver. The company serves both retail investors and institutional clients through two operating entities: Fidelity Investments Canada ULC and Fidelity Clearing Canada ULC. Core services include managed investment portfolios, financial planning, retirement products, and asset management. Active initiatives span digital client onboarding, new product launches, integrated marketing campaigns, and technology audits—supported by a tech stack anchored in Oracle databases, Snowflake analytics, Salesforce CRM, and Marketo marketing automation.

HeadquartersToronto, Ontario

Company Size1,001–5,000 employees

Founded1987

Hiring MarketsCanada

Frequently Asked Questions

What is Fidelity Canada's tech stack?

Primary platforms: Oracle Database, Snowflake (analytics), Salesforce (CRM), Marketo (marketing automation), ServiceNow (IT service management), Power BI and Tableau (BI), AWS (cloud). Also uses Informatica for data integration, KNIME and SAS for analytics, and Adobe Experience Cloud for marketing.

What is Fidelity Canada working on?

Key projects include a web-based advisor platform, API integration for digital client onboarding, new product launches, integrated marketing campaigns, annual budget/business planning, and a technology audit footprint expansion to improve process automation and data accuracy.