Product Owner, Wealth Digital Experience

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.

Demonstrate flexibility and commitment to effective collaboration with offshore teams by accommodating meetings across various time zones, including early mornings and evenings.

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.

Business overview

Fidelity Wealth is a wealth management service designed to help advisors navigate succession planning. We offer retiring advisors a fair valuation for their business and ensure a seamless transition for their clients.

To learn more about Fidelity Wealth, please visit: https://www.wealth.fidelity.ca/en/

Product Owner, Wealth Digital Experience

How You’ll Make an Impact

Position overview

As a Product Owner, Wealth Digital Experience on the Fidelity Wealth team, you will be responsible for representing the business unit’s priorities and managing product delivery on a cross-functional scrum team. You will set the vision and direction for a technology experience that impacts our clients, advisors, and associates, including:

• Developing the product roadmap,
• Leading user research and testing,
• Prioritizing the product backlog, epics and stories,
• Writing epics and stories,
• Documenting use cases, and
• Defining feature requirements

You will also be responsible for:

• Collaborating with partners in technology, design, and marketing to implement system and journey enhancements.
• Using data to inform product roadmap choices and priorities.
• Enabling scrum team members to work iteratively, to innovate through testing and experimentation, and to learn from setbacks while celebrating success.
• Evaluating the work generated by the scrum team to ensure feature implementations and releases are successful.
• Documenting processes and enabling reviews with partners in legal, risk, and compliance.
• Partnering with the Learning & Development team to create and update relevant training materials and job aids.
• Leading periodic business planning meetings and contributing to regular business reviews.

Key responsibilities

Representing the business unit’s priorities and managing product delivery on a cross-functional scrum team:

-Setting vision and direction.

-Developing the product roadmap.

-Leading user research and testing.

-Prioritizing the product backlog, epics and stories.

Collaborating with business partners:

-Building relationships with partners in IS technology, marketing, design, legal, risk, compliance and other areas of the business.

• Setting up regular touchpoints to understand business partner needs, priorities, dependencies, etc.

-Documenting processes and enabling reviews with partners in legal, risk, and

compliance.

Evaluating the work generated by the scrum team to ensure feature implementations and releases are successful:

-Conducting UAT testing.

-Participating in sprint retrospectives.

What We’re Looking For

Experience

• 3+ years of experience in an agile product management environment, as a product owner, business analyst, or equivalent role.
• Agile product management experience.
• Experience with Jira, Design Thinking and user research.
• Experience in financial services and wealth management.

Education

• University degree (Business, Commerce or related field) or equivalent work experience.
• Bilingualism (verbal and written) in English and French is an asset.

Designations, Licenses, or Accreditations

• Scrum / Product Owner certification(s) is an asset.

The Expertise You Bring

Ability to understand client, advisor, and business needs and translate strategic objectives into action.

Ability to develop a vision for product features and break them into clear and concise epics and stories with well-defined business value and acceptance criteria.

In-depth knowledge of Agile product management processes and principles.

Strong organizational, communication, presentation, and leadership skills.

Proven experience leading cross-functional teams to design, deliver and maintain dynamic digital products and solutions.

Capacity to lead, influence and motivate colleagues without formal authority, while removing blockers and impediments to progress.

Ability to build and maintain strong working relationships with senior management, internal stakeholders, and external vendors.

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: Total annual cash compensation (base salary plus target bonus) ranges from $105,000 to $123,000, 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. 

Some of the ways we’ll help you feel valued and supported as part of our team:

• Flexible working arrangements that vary based on role requirements.
• 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 $6000 annually for mental health services and therapy.
• Parental leave top-up to 100% of your salary for a period of 25 weeksUp to $650 for home office equipmentGenerous 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.

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.

We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process as well as an AI screening tool that assists in screening and assessing applications. 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