Job Description

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.

Fidelity Wealth is a new wealth management service, designed to support financial advisors with their succession planning and transition to retirement. Our mission is to help financial advisors achieve their own retirement goals with confidence, knowing that their clients will continue to be offered professional financial advice and leading investment management solutions.

To learn more about Fidelity Wealth, please visit: https://www.wealth.fidelity.ca/en/

Business Operations Analyst, Fidelity Wealth

Please note:

• Current work authorization for Canada is required for all openings.
• You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement.
• 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.

How You’ll Make an Impact

The Business Operations Analyst, Fidelity Wealth, will play a crucial role in shaping and optimizing business processes, driving process improvement initiatives, and developing requirements for new system implementations. This position offers the opportunity to work on a range of projects that will enhance our emerging line of business and contribute significantly to our organizational growth and efficiency.

Primary responsibilities:

• Process Definition and Improvement

• Collaborate with partners to analyze current business processes, identify areas for improvement or risk mitigation, and define new processes that align with strategic goals.
• Partner with the risk team to facilitate the review of new processes and ensure feedback from the risk team is incorporated into final process design.
• Apply data to find opportunities for improvement.
• Implement processes to help quantify and measure improvements to team efficiency and client experience, with a focus on risk mitigation and controls.
• Participate in creation and delivery of job aids and training materials to support process changes and adoption by impacted users.
  
  

2. Requirements Development

• Partner with collaborators, including Wealth advisors and associates, to gather and detail business requirements for new systems, resources, and tools.
• Translate business needs into clear and concise requirements documents to guide implementation and ensure alignment with business objectives.
• Create documentation, process maps, service blueprints, journey maps, and other assets, as needed, to adequately capture requirements.
  
  

3. Project Management

• Participate in project intake exercises, including helping to explore and define the scope of new projects and discuss timing expectations and deliverables.
• Manage various ad hoc projects, ensuring timely delivery and adherence to risk, compliance, and legal standards.
• Coordinate with internal and external collaborators to monitor progress, resolve issues that arise, and facilitate seamless project execution.
  
  

4. Stakeholder Engagement

• Build strong relationships with key stakeholders, including Fidelity Wealth management team members, as well as other Fidelity leaders, to ensure alignment and buy-in for process changes and system implementations.
• Serve as a liaison between business units, technical teams, external vendors, and/or learning & development partners to ensure effective communication, collaboration, and project delivery.
  
  

5. Continuous Improvement

• Stay abreast of industry trends and best practices in wealth management.
• Proactively find opportunities for innovation and improvements, suggesting initiatives that could improve our competitiveness in market.

6. Reporting Delivery and Development

• Run client reporting from IM System, perform quality controls checks.
• Collaborate with the Operations Team on client reporting review.
• Collaborate with the IM System Product Owner on client reporting development or reporting enhancements.
• Document reporting processes and controls.

What We’re Looking For

Experience

• Minimum 2 years’ experience in Wealth/investment management.
• Minimum 2year’s experience in Business analysis and/or project management.
  

Education

• Completion of university degree or equivalent work experience.

Nice-to-Haves

• Licensed as an Investment Representative (IR) or Registered Representative (RR) is an asset.
• Insurance designation is an asset.

The Expertise You Bring

• Ability to clearly and succinctly articulate business requirements.
• Strong communication skills, both verbal and written.
• Strong analytical and project management skills.
• Understanding of the wealth management industry.
• Customer-centric approach, with empathy.

Total Rewards That Reflect Your Impact

We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well-being tomorrow.

For this role, your total rewards include:

• Base Salary and Discretionary Performance Bonus: Total annual cash compensation (base salary plus target bonus) ranges from $79,000 to $101,000, based on experience and qualifications.
• RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.

We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference.

Some of the ways we will help you feel valued and supported as part of our team:

• 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 $5,000 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.

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at FidelityCanadaStaffing@fidelity.ca.

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

•    Canada's Top 100 Employers 
o    Greater Toronto's Top Employers 
o    Canada's Top Family-Friendly Employers 
o    Canada's Top Employers for Young People 
  
•    Great Place To Work® Certified 
o    Best Workplaces for Inclusion 
o    Best Workplaces for Mental Wellness 
o    Best Workplaces for Today's Youth 
o    Best Workplaces for Women 
o    Best Workplaces in Financial Services & Insurance 
o    Best Workplaces in Ontario 
o    Best Workplaces with Most Trusted Executive Teams 

•    LinkedIn Top Companies in Canada
  
•    Human Resource Director (HRD) - Best Place To Work 
o    HRD - 5-Star Benefit Program 
o    HRD - 5-Star Diversity & Inclusion Employer 

Designations
•    Canadian Compassionate Companies – Certified 
•    Benefits Canada's Workplace Benefits Award - Future of Work Strategy 
•    TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting 
•    Canadian HR Reporter's Most Innovative HR Team