Business Analyst - Fidelity Wealth

You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.Current Work Authorization is required for all openings. 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.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.How You’ll Make an Impact
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.Key Responsibilities
Business Analysis planning and monitoringRequirements elicitation, collaboration, analysis, and designStakeholder consultation, business support, and readiness/testing activities, with a focus on Wealth Management processes and client experiencesWhat We Are Looking For
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 ServicesDemonstrated experience working with: Private wealth or high‑net‑worth (HNW) client business modelsAdvisor‑led service environments and investment‑related workflowsExperience working within an Agile framework / Scrum team is an assetExperience with Backoffice, TA & Dealer Operating PlatformsExperience with Salesforce, JIRA, & ConfluenceExperience with Client Onboarding, Servicing & WorkflowsIIBA or Business Analysis certification, CSM, and/or CSPO are considered assetsThe Expertise You Bring
Experience working across the Software Development Lifecycle (SDLC), including:Eliciting and documenting business and system requirementsFacilitating requirements for workshops and stakeholder working sessionsPartnering with business and technical teams to develop and present recommendations and solutionsStrong understanding of Wealth Management and Private Wealth business processes, including:
Client onboarding and servicingPortfolio and investment management conceptsAdvisor workflows and operating modelsRegulatory and compliance considerations
Familiarity with BABOK methodology and Business Analysis best practicesExcellent written and verbal communication skillsStrong analytical, problem‑solving, and critical‑thinking abilitiesAbility to self‑manage priorities, multitask effectively, and work in a fast‑paced environmentConfidence facilitating meetings and collaborating with sponsors, Wealth Management stakeholders, Development, and QA teams to drive successful outcomesTotal Rewards That Reflect Your Impact
We 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: 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.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.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.Accommodation during the application process
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 View email address on ca.hrm.tc Work at Fidelity?
We are proud to be recipients of the following:Canada’s Top 100 EmployersGreater Toronto’s Top EmployersCanada’s Top Family-Friendly EmployersCanada’s Top Employers for Young PeopleGreat Place To Work® CertifiedBest Workplaces for InclusionBest Workplaces for Mental WellnessBest Workplaces for Today's YouthBest Workplaces for WomenBest Workplaces in Financial Services & InsuranceBest Workplaces in OntarioBest Workplaces with Most Trusted Executive TeamsLinkedIn Top Companies in CanadaHuman Resource Director (HRD) - Best Place To WorkHRD - 5-Star Benefit ProgramHRD - 5-Star Diversity & Inclusion Employer DesignationsCanadian Compassionate Companies – CertifiedBenefits Canada's Workplace Benefits Award - Future of Work StrategyTalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in RecruitingCanadian HR Reporter's Most Innovative HR TeamAbout Us
Fidelity Canada has become an employer of choice for talented people seeking rewarding career opportunities in the financial services industry. We look to hire outstanding individuals who want to maximize their potential and be challenged in all aspects of their professional careers. To help our employees excel in their roles at Fidelity, we provide everyone here with the best training, resources and support possible throughout their careers. With our help, there’s no limit to what you can accomplish here. We’re excited you’re considering Fidelity for your career plans.
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