Business Operations Analyst, Fidelity Wealth

Fidelity Canada • Toronto, ON

38d • $75,000 - $85,000 • Hybrid

About The Position

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.

Requirements

• Minimum 2 years’ experience, preferably in financial services.
• Business analysis and/or project management experience.
• Wealth/investment management experience.
• Completion of university degree or equivalent work experience.
• 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.

Nice To Haves

• Licensed as an Investment Representative (IR) or Registered Representative (RR) is an asset.
• Insurance designation is an asset.
• Bilingualism in English and French (verbal & written) is an asset.

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.
• 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.
• 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.
• 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.
• 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.
• 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.

Benefits

• 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.

What This Job Offers

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