Wealth Ops Analyst: Process Improvement & PM

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

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.