Business Operations Analyst

Role overview

Workplace and location

• Hybrid schedule as part of Fidelity's dynamic working arrangement.
• Work location is 483 Bay Street in Toronto until approximately late 2026, then 3 Robert Speck Parkway in Mississauga.

Responsibilities

• Analyze processes, identify improvements and risks, define new processes, and incorporate risk-team feedback into process designs.
• Use data to identify improvement opportunities and measure team efficiency and client experience, with emphasis on risk mitigation and controls.
• Create and deliver job aids and training materials to support process changes and user adoption.
• Gather requirements for systems, resources, and tools; translate business needs into requirements and create process maps, service blueprints, and journey maps.
• Support project intake by defining scope, timing, and deliverables; manage ad hoc projects to timely delivery under risk, compliance, and legal standards.
• Coordinate collaborators, monitor progress, resolve issues, and liaise among business units, technical teams, vendors, and learning and development partners.
• Build stakeholder relationships, monitor wealth-management trends, and suggest innovation and competitiveness improvements.
• Run client reports from the IM System, perform quality checks, support reporting reviews and enhancements, and document processes and controls.

Required qualifications

• At least two years of wealth or investment management experience.
• At least two years of business analysis and/or project management experience.
• University degree or equivalent work experience.
• Ability to articulate business requirements clearly; strong communication, analytical, and project management skills.
• Understanding of wealth management and a customer-centric approach with empathy.
• Current work authorization for Canada is required.

Preferred qualifications

• Investment Representative or Registered Representative license is an asset.
• Insurance designation is an asset.

Compensation

• Annual total cash compensation, including base salary and target discretionary performance bonus, ranges from $79,000 to $101,000, based on experience and qualifications.

Benefits

• RRSP contribution after six months, with no employee matching required.
• Health benefits from the first day, including employer-paid premiums and up to $5,000 annually for mental health services and therapy.
• Parental leave top-up to 100% of salary for 25 weeks, up to $650 for home office equipment, and paid volunteer days.
• Professional development, training courses, tuition reimbursement, and rewards for completing a required designation.