Benefits & Beyond: Financial planning

We’ll help to put your finances first

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Retirement

All regular full-time and part-time Fidelity employees are eligible to join and make personal contributions to the Fidelity Investments Registered Retirement Savings Program (RRSP). After six months of continuous service, the company will make contributions to your account, with no matching requirement. As your service increases, so does the contribution Fidelity makes on your behalf (subject to your earnings and the rules of the Canada Revenue Agency).

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Financial wellness

Financial stress affects most of us at various times in our lives. Fidelity is committed to providing you with the opportunity to improve your “financial wellness” by helping you to save money and work towards your financial goals. In addition to other Fidelity programs, our external partner provides you an opportunity to get the most out of your everyday banking, with advice, support, savings and rewards.

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Family plan

Our Fidelity Family Plan lets you and your extended family purchase our retail mutual funds directly from Fidelity with a preferential fee structure. You and your family are automatically eligible to enroll on your first day of employment.