Fidelity Canada is a trusted investment firm that has been helping Canadian investors for over 35 years. They are seeking a Business Analyst to support the new Wealth Management division by delivering technology and process solutions for high-net-worth client offerings.

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

Skills

• 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), including 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
• Strong understanding of Wealth Management and Private Wealth business processes, including portfolio and investment management concepts
• Strong understanding of Wealth Management and Private Wealth business processes, including advisor workflows and operating models
• Strong understanding of Wealth Management and Private Wealth business processes, including 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
• Experience working within an Agile framework / Scrum team is an asset
• Experience with Backoffice, TA & Dealer Operating Platforms
• Experience with Salesforce, JIRA, & Confluence
• Experience with Client Onboarding, Servicing & Workflows
• IIBA or Business Analysis certification, CSM, and/or CSPO are considered assets

Benefits

• Discretionary Performance Bonus
• RRSP Contribution After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.
• Flexible hybrid schedule as part of Fidelity’s dynamic working arrangement

Company Overview