Business Analyst - Fidelity Wealth
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