Business Operations Analyst

fil; Toronto; Hybrid; CAD 80,000 - 110,000; Full time

Job summary

Fidelity Wealth seeks a Business Operations Analyst to shape and optimize business processes, develop requirements for new systems, and support project delivery in a growing wealth management unit.

You will partner with Wealth advisors, risk, and operations to map processes, create documentation, and drive improvements while maintaining compliance.

The role is hybrid, located in Toronto, with Canada work authorization required.

Qualifications

• 2+ years of wealth/investment management experience
• 2+ years of business analysis or project management experience
• Strong stakeholder engagement and communication skills

Responsibilities

• Analyze current business processes and identify improvements
• Partner with risk to incorporate feedback into process designs
• Develop requirements documents, process maps, and service blueprints
• Lead project intake and coordinate multiple workstreams
• Liaise with business units, technical teams, vendors and learning partners
• Deliver reporting tasks and support reporting enhancements

Skills

Wealth/Brokerage domain knowledge

Business analysis

Project management

Stakeholder engagement

Education

University degree or equivalent

Tools

IM System

Reporting tools

Job description

Job Description

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.

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.

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

Business Operations Analyst, Fidelity Wealth

Please note:

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.

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.

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.

1. Primary responsibilities

• 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.

2. 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.

3. 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.

4. Stakeholder Engagement

• Build strong relationships with key stakeholders, including Fidelity Wealth management team members, as well as 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.

5. 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 market.

6. 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.

What We're Looking For

Experience

• Minimum 2 years' experience in Wealth/investment management.
• Minimum 2year's experience in Business analysis and/or project management.

Education

• Completion of university degree or equivalent work experience.

Nice-to-Haves

• Licensed as an Investment Representative (IR) or Registered Rep