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About the Role

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.

Responsibilities

Business requirements elicitation, analysis, and documentation
Supporting project estimation, planning, and requirements prioritization
Translating complex business needs into clear functional and technical requirements
Supporting Development and QA teams throughout the design and testing phases
Coordinating Business Readiness and change activities
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

Requirements

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
Demonstrated experience working with Advisor‑led service environments and investment‑related workflows
Experience working across the Software Development Lifecycle (SDLC)
Experience eliciting and documenting business and system requirements
Experience facilitating requirements for workshops and stakeholder working sessions
Experience 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, and 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

Skills

Wealth Management
Private Wealth
Investment Management
Financial Services
Agile framework / Scrum team
Backoffice
TA & Dealer Operating Platforms
Salesforce
JIRA
Confluence
Client Onboarding
Servicing & Workflows
IIBA or Business Analysis certification
CSM
CSPO
Software Development Lifecycle (SDLC)
BABOK methodology
Business Analysis best practices
Communication skills
Analytical skills
Problem-solving skills
Critical-thinking abilities

Location

483 Bay Street in Toronto
3 Robert Speck Parkway in Mississauga

Work Type

Hybrid

Experience Level

1+ years of Business Analyst experience

Education Level

3‑year College diploma or equivalent work experience

Salary/Compensations

$60,000 to $100,000

Benefits

RRSP Contribution

About the Company

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.
Canada's Top 100 Employers
Greater Toronto's Top Employers
Canada's Top Family-Friendly Employers
Canada's Top Employers for Young People
Great Place To Work® Certified
Best Workplaces for Inclusion
Best Workplaces for Mental Wellness
Best Workplaces for Today's Youth
Best Workplaces for Women
Best Workplaces in Financial Services & Insurance
Best Workplaces in Ontario
Best Workplaces with Most Trusted Executive Teams
LinkedIn Top Companies in Canada
Human Resource Director (HRD) - Best Place To Work
HRD - 5-Star Benefit Program
HRD - 5-Star Diversity & Inclusion Employer
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

Equal Opportunity

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.
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.