Job DescriptionBusiness Operations Analyst, Fidelity WealthPlease 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 ImpactThe
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 ForExperience
- 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 ImpactWe 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.
