Job Description

You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement. 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. Current work authorization for Canada is required for all openings. Who We Are

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

The Records Management Analyst acts as a subject matter expert within the Data Protection Office (DPO), supporting the enterprise Records & Information Management (RIM) and Data Governance program. The role ensures the effective lifecycle management of information assets—physical and digital—through classification, retention, protection, accessibility, and defensible disposition in alignment with regulatory obligations, corporate policies, and enterprise standards. This position strengthens compliance, operational resilience, and information governance maturity by collaborating with Legal, Privacy, Technology, Cybersecurity, and business units to ensure a consistent, auditable, and well-governed records environment. By ensuring that records are properly managed across their lifecycle, the role reduces legal, privacy, and cyber risks while enabling efficient business operations and supporting the organization’s commitment to safeguarding client and corporate information. Support the development of the enterprise RIM Framework and Program, including governance structures, operating model, control environment, and multi-year maturity roadmap aligned to Fidelity International and relevant regulatory and legal requirements. Support the implementation and enforcement of the Records & Information Management Policy, Data Classification Standard, and retention/disposition procedures. Maintain and enhance the enterprise Records Retention Schedule (RRS) and classification frameworks to ensure consistency and compliance. Conduct periodic reviews of business unit practices to ensure adherence to retention, storage, and destruction requirements.



Work with business units to classify records based on sensitivity, confidentiality, regulatory requirements, and business value. Map data flows, repositories, and storage locations to ensure traceability and lifecycle control. Coordinate secure and compliant retention, archival, and destruction activities across physical and electronic repositories. Act as a trusted advisor to business units on records management practices and tools. Oversee third-party providers (e.g., physical and digital archiving solutions) to ensure service quality and compliance. Deliver training and awareness programs on RIM policies, tools, and best practices. Develop and maintain metrics, dashboards, and reporting (KPIs/KRIs) for leadership. What We Are Looking For

College Degree (3-year program) or equivalent working experience 3 + years of experience in records management, information governance, data privacy, or related field. Hands‑on experience with records retention and disposition framework, records lifecycle management (physical + digital), enterprise systems (M365, SharePoint, records repositories) Experience supporting regulatory compliance and audit activities Experience with data governance or privacy programs is an asset Financial services or regulated industry environment is an asset Exposure to vendor management (e.g., physical and digital archiving solutions) is an asset The Expertise You Bring

Strong knowledge of records management principles, lifecycle management, and data governance frameworks Strong documentation and reporting capabilities Able to work and develop practical solutions under pressure Strong written and verbal communication skill Good interpersonal and team-oriented skill Knowledge of financial services, products, processes, and industry is an asset Works independently from time to time and regularly handles non‑routine situation Exercises judgment to identify, diagnose, and solve problem Solid understanding of data flows, technological environments, and operational processes Experience with enterprise content and records management systems Understanding of legal/regulatory requirements related to information governance. Total Rewards That Reflect Your Impact

Base Salary and Discretionary Performance Bonus: Total annual cash compensation (base salary plus target bonus) ranges from $85,000 to $101,000, based on 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. Some of the ways we’ll help you feel valued and supported as part of our team: Flexible working arrangements - 100% remote, hybrid, and in office options 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, that include up to $6,000 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 2 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 Why Work at Fidelity

Canada’s Top 100 Employers Greater Toronto's Top Employers Canada’s Top Family-Friendly Employers Canada’s Top Employers for Young People Great Place To Work® Certified Best Workplaces for Inclusion Best Workplaces for Mental Wellness Best Workplaces for Today's Youth Best Workplaces for Women Best Workplaces in Financial Services & Insurance Best Workplaces in Ontario Best Workplaces with Most Trusted Executive Teams LinkedIn Top Companies in Canada Human Resource Director (HRD) - Best Place To Work HRD - 5-Star Benefit Program HRD - 5-Star Diversity & Inclusion Employer Designations Canadian Compassionate Companies – Certified Benefits Canada's Workplace Benefits Award - Future of Work Strategy TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting Canadian HR Reporter’s Most Innovative HR Team About 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. Explainer

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📌 Records Management Analyst (Toronto)
🏢 Fidelity International
📍 Toronto