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 late2026, when the work location will change to the new Mississauga office at 3 Robert Speck Parkway. AtFidelity, we’ve been helping Canadian investors build better financial futures for over 35years.

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 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 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

Advisor‑led service environments and investment‑related 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, problem‑solving, and critical‑thinking abilities

Ability to self‑manage priorities, multitask effectively, and work in a fast‑paced setting

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. 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.

We are an Equal Opportunity Employer 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 [email protected].

Why Work at Fidelity? Awards

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.

📌 Business Analyst - Fidelity Wealth (Toronto)
🏢 Fidelity International
📍 Toronto