Business Analyst - Fidelity Wealth

Job Description

You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.

Current Work Authorization 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.

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.

How You’ll Make an Impact

As a Business Analyst supporting Fidelity Canada’s new Wealth Management division within the Information Services (IS) department, you will play a key role in delivering technology and process solutions that support private wealth and high‑net‑worth (HNW) client offerings. You will work on cross‑organizational projects and Agile stories, partnering closely with Wealth Management business stakeholders to define, analyze, and deliver high‑quality solutions.

You will be responsible for business requirements elicitation, analysis, and documentation, as well as supporting project estimation, planning, and requirements prioritization. Acting as a critical liaison between Wealth Management business teams and IS delivery teams, you will translate complex business needs—including investment products, advisor‑led workflows, and client servicing models—into clear functional and technical requirements.

You will also support Development and QA teams throughout the design and testing phases and coordinate Business Readiness and change activities to ensure successful adoption across the Wealth Management business.

Key Responsibilities

• Business Analysis planning and monitoring
• Requirements elicitation, collaboration, analysis, and design
• Stakeholder consultation, business support, and readiness/testing activities, with a focus on Wealth Management processes and client experiences

What We Are Looking For

• Completed 3‑year College diploma or equivalent work experience
• 1+ years of Business Analyst experience, ideally within Wealth Management, Private Wealth, Investment Management, or Financial Services
• Demonstrated experience working with:
  • Private wealth or high‑net‑worth (HNW) client business models
  • Advisor‑led service environments and investment‑related workflows
• Experience working within an Agile framework / Scrum team is an asset
• Experience with Backoffice, TA & Dealer Operating Platforms
• Experience with Salesforce, JIRA, & Confluence
• Experiecne with Client Onboarding, Servicing & Workflows
• IIBA or Business Analysis certification, CSM, and/or CSPO are considered assets

The Expertise You Bring

• Experience working across the Software Development Lifecycle (SDLC), including:
  • Eliciting and documenting business and system requirements
  • Facilitating requirements for workshops and stakeholder working sessions
  • Partnering with business and technical teams to develop and present recommendations and solutions
• Strong understanding of Wealth Management and Private Wealth business processes, including:
  • Client onboarding and servicing
  • Portfolio and investment management concepts
  • Advisor workflows and operating models
  • Regulatory and compliance considerations
• Familiarity with BABOK methodology and Business Analysis best practices
• Excellent written and verbal communication skills
• Strong analytical, problem‑solving, and critical‑thinking abilities
• Ability to self‑manage priorities, multitask effectively, and work in a fast‑paced environment
• Confidence facilitating meetings and collaborating with sponsors, Wealth Management stakeholders, Development, and QA teams to drive successful outcomes

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: A competitive annual range of $60,000 to $100,000 based on your 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.

We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions.

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 [email protected].

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