Business Analyst - Fidelity Wealth

Fidelity Canada • Toronto, ON

4d • Hybrid

About The Position

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.

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
• 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
• 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

Nice To Haves

• IIBA or Business Analysis certification, CSM, and/or CSPO are considered assets

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

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree
• Number of Employees: 11-50 employees