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Added 37 mins ago
NB
Banking advisor
National Bank of Canada
Campbellton, NB
- Full-time
Required skills: Brand Ambassadorship, Client Education, Client Engagement, Client-focused, Digital literacy, Driving Results, Empathy, Funding, Insurance, Investments, Learning Agility,…
Added 37 mins ago
NB
Advisor in the Counterparty Documentation Center
National Bank of Canada
Montreal, QC
- Full-time
A career as an Advisor in the Counterparty Documentation Center (CDC) at the National Bank of Canada means contributing directly to the success of Capital Markets Operations. In this role,…
Added 37 mins ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 37 mins ago
NB
Senior Advisor Financial Planning Support
National Bank of Canada
Montreal, QC
- Full-time
tools to enhance advisor effectiveness and client outcomes.
Added 37 mins ago
NB
Retirement Stategy Advisor
National Bank of Canada
Brossard, QC
- Full-time
A career as a retirement Strategy Advisor at National Bank means acting as an expert·in retirement planning and strategies for clients. With your expertise, you can help your clients during…
Added 37 mins ago
NB
Senior Advisor in Estate Planning
National Bank of Canada
Montreal, QC
- Full-time
a Senior Advisor in Estate Planning at National Bank Financial (NBF) primarily
Added 2 hours ago
PC
Senior Occupational Health and Safety Project Manager
Pinchin Canada
Richmond, BC
- Full-time
…team provides technical expertise, project leadership, and client‑focused consulting services while supporting staff development and the continued growth of the OH&S…
Added 3 hours ago
A
Senior Product Manager
Aviso
Toronto, ON
- $120,000 to $135,000 CAD / year
- Full-time
…future of investing for Canadians through a best-in-class wealth advisor…
Added 3 hours ago
VC
Senior Data and Analytics Advisor
Vancouver Coastal Health
Vancouver, BC
- $46.39 to $66.68 CAD / hour
- Full-time
Come work as a Senior Data and Analytics Advisor with Vancouver Coastal Health (VCH)!
Added 3 hours ago
VC
Transformation, Change & Innovation Advisor
Vancouver Coastal Health
Vancouver, BC
- $46.39 to $66.68 CAD / hour
- Temporary
Come work as a Transformation, Change & Innovation Advisor with Vancouver Coastal Health (VCH)!
Added 6 hours ago
DG
Life Insurance Agent
deVere Group
Toronto, ON
- Full-time
This is an opportunity to join deVere at an exciting stage of its Canadian expansion and build a growing business backed by an established international financial services group.
Added 6 hours ago
DG
Life & Health Insurance Advisor
deVere Group
Toronto, ON
- Full-time
This is an opportunity to join deVere at an exciting stage of its Canadian expansion and help build a growing business backed by an established international financial services group.
Added 8 hours ago
FC
Associate, Compensation (12 to 15-month contract)
Fiera Capital
Montreal, QC
- Full-time
…deep investment expertise, an ownership mindset, and enduring client…
Added 9 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 9 hours ago
NB
Banking Advisor
National Bank of Canada
Sorel-Tracy, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 9 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 12 hours ago
CA
Account Executive - Emerging & Commercial Acc
CloudKettle, a Bell Canada company
Toronto, ON
- Full-time
You will work closely with senior members of the Client Services team to co-sell and position our consultancy as the preferred Salesforce partner. This role balances strategic relationship…
Added 16 hours ago
H
Senior Management Consultant
HDR
Burlington, ON · Kingston, ON · Ottawa, ON · Richmond Hill, ON · Toronto, ON
- Full-time
…with and leverage HDR’s engineering and Utility Management Services (UMS) staff across the company and teaming partners to develop solutions for our clients. The primary duties of this…
Added 18 hours ago
IF
Conseiller(ère) au service à la clientèle |Québec
Impact Fulfillment Services
Ottawa, ON · Vanier, ON
- Full-time
…avec les clients, le suivi des demandes et la coordination des services d'entretien de…
Added 18 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Gabriel-de-Brandon, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 19 hours ago
W
HSE Specialist II
Worley
Edmonton, AB
- Full-time
…procurement and construction across the project lifecycle, with services extending through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we…
Added 1 day ago
NB
Private Wealth Advisor
National Bank of Canada
Montreal, QC · Saint-Laurent, QC
- Full-time
Increase the assets under management of the assigned portfolio by offering wealth management advisory services in line with client needs.
Added 1 day ago
NB
Private Wealth Advisor
National Bank of Canada
Montreal, QC
- Full-time
Increase the assets under management of the assigned portfolio by offering wealth management advisory services in line with client needs.
Added 1 day ago
NB
Banking Advisor
National Bank of Canada
Laval, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 day ago
NB
Banking Advisor
National Bank of Canada
Granby, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…

Fidelity Canada

Business Analyst - Fidelity Wealth

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Experience: 1+ years of Business Analyst experience, ideally within Wealth Management, Private Wealth, Investment Management, or Financial Services
Posting language: English
Posted: Oct 7, 2026

Original job description

Job Description

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 late 2026, when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

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

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 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. 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.

This posting represents an existing vacancy within our organization - an 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 FidelityCanadaStaffing@fidelity.ca.

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

•   Canada's Top 100 Employers
o   Greater Toronto's Top Employers
o   Canada's Top Family-Friendly Employers
o   Canada's 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 Today's 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 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

Apply About employer

More about this job

Responsibilities

The Business Analyst will deliver technology and process solutions for the Wealth Management division by translating complex business needs into functional requirements. They will act as a liaison between business stakeholders and IS delivery teams while supporting project planning, testing, and business readiness activities.

Requirements

Candidates must have at least 1 year of business analysis experience, preferably within the financial services or wealth management sector. A 3-year college diploma or equivalent work experience is required, along with familiarity with Agile frameworks and SDLC processes.

Skills

Business analysis
Wealth management
Agile
Scrum
Requirements elicitation
Stakeholder management
Salesforce
Jira
Confluence
SDLC
Client onboarding
Portfolio management
Regulatory compliance
BABOK
Analytical skills
Communication skills

Benefits

RRSP contribution
Performance bonus
Inclusive environment
Professional development opportunities

Visa sponsorship

Not detected in the job text

Keywords

Business Analyst
Wealth Management
Fidelity
Agile
Scrum
SDLC
Salesforce
Jira
Confluence
BABOK
Financial Services
High-net-worth
Client Onboarding
Investment Management
Requirements Elicitation
Process Solutions
Stakeholder Consultation
Business Readiness
Backoffice
Dealer Operating Platforms
CSM
CSPO
IIBA
Portfolio Management
Regulatory Compliance

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