Current work authorization for Canada is required for all openings. You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement. This is a regular, full-time opportunity. 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. Job Description 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. Fidelity Wealth is a new wealth management service, designed to support financial advisors with their succession planning and transition to retirement. Our mission is to help financial advisors achieve their own retirement goals with confidence, knowing that their clients will continue to be offered professional financial advice and leading investment management solutions. How You’ll Make An Impact The Business Operations Analyst, Fidelity Wealth , will play a crucial role in shaping and optimizing business processes, driving process improvement initiatives, and developing requirements for new system implementations. This position offers the opportunity to work on a range of projects that will enhance our emerging line of business and contribute significantly to our organizational growth and efficiency. Primary Responsibilities Process Definition and Improvement Collaborate with partners to analyze current business processes, identify areas for improvement or risk mitigation, and define new processes that align with strategic goals. Partner with the risk team to facilitate the review of new processes and ensure feedback from the risk team is incorporated into final process design. Apply data to find opportunities for improvement. Implement processes to help quantify and measure improvements to team efficiency and client experience, with a focus on risk mitigation and controls. Participate in creation and delivery of job aids and training materials to support process changes and adoption by impacted users. Requirements Development Partner with collaborators, including Wealth advisors and associates, to gather and detail business requirements for new systems, resources, and tools. Translate business needs into clear and concise requirements documents to guide implementation and ensure alignment with business objectives. Create documentation, process maps, service blueprints, journey maps, and other assets, as needed, to adequately capture requirements. Project Management Participate in project intake exercises, including helping to explore and define the scope of new projects and discuss timing expectations and deliverables. Manage various ad‑hoc projects, ensuring timely delivery and adherence to risk, compliance, and legal standards. Coordinate with internal and external collaborators to monitor progress, resolve issues that arise, and facilitate seamless project execution. Stakeholder Engagement Build strong relationships with key stakeholders, including Fidelity Wealth management team members and other Fidelity leaders, to ensure alignment and buy‑in for process changes and system implementations. Serve as a liaison between business units, technical teams, external vendors, and/or learning & development partners to ensure effective communication, collaboration, and project delivery. Continuous Improvement Stay abreast of industry trends and best practices in wealth management. Proactively find opportunities for innovation and improvements, suggesting initiatives that could improve our competitiveness in the market. Reporting Delivery and Development Run client reporting from IM System, perform quality controls checks. Collaborate with the Operations Team on client reporting review. Collaborate with the IM System Product Owner on client reporting development or reporting enhancements. Document reporting processes and controls. Experience Minimum 2 years’ experience, preferably in financial services. Business analysis and/or project management experience. Wealth/investment management experience. Education Completion of university degree or equivalent work experience. Bilingualism in English and French (verbal & written) is an asset. Nice‑to‑Haves Licensed as an Investment Representative (IR) or Registered Representative (RR) is an asset. Insurance designation is an asset. The Expertise You Bring Ability to clearly and succinctly articulate business requirements. Strong communication skills, both verbal and written. Strong analytical and project management skills. Understanding of the wealth management industry. Customer‑centric approach, with empathy. 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. Base Salary – Competitive annual range of $75,000 to $85,000, based on your experience and qualifications. Performance Bonus – Eligible for a discretionary bonus that rewards your contributions and results. 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. Why Work at Fidelity? Flexible working arrangements. 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, which include up to $5,000 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 two 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. 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. #J-18808-Ljbffr