Job Description

You will be working on a flexible hybrid schedule as part of Fidelitys 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 weve 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 were 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 youll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. Youll have a wide range of opportunities to grow and develop your career in an inclusive environment where youll feel valued and supported to be your best - both personally and professionally.

How Youll Make an Impact

As a Business Analyst supporting Fidelity Canadas 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 highnetworth (HNW) client offerings.

You will work on crossorganizational projects and Agile stories partnering closely with Wealth Management business stakeholders to define analyze and deliver highquality 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 needsincluding investment products advisorled workflows and client servicing modelsinto 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 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

What We Are Looking For

• Completed 3year 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 highnetworth (HNW) client business models
  • Advisorled service environments and investmentrelated 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
• IIBA or Business Analysis certification CSM and/or CSPO are considered assets

The Expertise You Bring

• 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 problemsolving and criticalthinking abilities
• Ability to selfmanage priorities multitask effectively and work in a fastpaced environment
• Confidence facilitating meetings and collaborating with sponsors Wealth Management stakeholders Development and QA teams to drive successful outcomes

Total Rewards That Reflect Your Impact

We believe exceptional work deserves exceptional recognition. Thats why we offer a competitive compensation package designed to support your success todayand your financial well-being tomorrow.

For this role your total rewards include:

• Base Salary and Discretionary Performance Bonus: A competitive annual range of $60000 to $100000 based on your experience and qualifications.
• RRSP Contribution: After 6 months of employment we invest in your future with an RRSP contributionno employee matching required.

Were proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organizationan opportunity to step into a role where your talents will make a meaningful difference.

We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity.

If you are selected for an interview the recruiter who contacts you can best answer your questions.

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 .

No telephone inquiries or agencies please. We thank all applicants for their interest please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity

We are proud to be recipients of the following:

Awards

Canadas Top 100 Employers
o Greater Torontos Top Employers
o Canadas Top Family-Friendly Employers
o Canadas Top Employers for Young People

Great Place To Work Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Todays Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

LinkedIn Top Companies in Canada

Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion Employer

Designations
Canadian Compassionate Companies Certified
Benefits Canadas Workplace Benefits Award - Future of Work Strategy
TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
Canadian HR Reporters Most Innovative HR Team