Business Operations Analyst

Fidelity Canada

. Analyze current business processes, identify improvement or risk-mitigation opportunities, and define new processes aligned with strategic goals .

Posted 10/15/2026full-timeToronto • CanadaJuniorMid-Level💰 CA$79,000 - CA$101,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in business analysis and project management within the wealth management industry, focusing on process improvement, risk mitigation, and client experience enhancement. Proficient in creating documentation and training materials to support process changes and ensure alignment across teams.

Highest-signal resume keywords

Business AnalysisProject ManagementWealth Management Industry KnowledgeProcess ImprovementStrong Communication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Process MappingRequirements DocumentationData AnalysisClient ReportingQuality Control

Soft Skills

Customer-Centric ApproachEmpathyCollaborationRelationship BuildingAnalytical Skills

Tools & Technologies

IM System

Certifications & Qualifications

Investment Representative (IR)Registered Representative (RR)Insurance Designation

Industry Keywords

Wealth ManagementRisk ManagementComplianceContinuous ImprovementBusiness Processes

About the role

Key responsibilities & impact

Analyze current business processes, identify improvement or risk-mitigation opportunities, and define new processes aligned with strategic goals
Partner with the risk team to review new processes and incorporate feedback into process design
Apply data to identify improvement opportunities
Implement processes to quantify and measure improvements to team efficiency and client experience
Create and deliver job aids and training materials supporting process changes
Gather and detail business requirements for new systems, resources, and tools
Translate business needs into requirements documents
Create documentation, process maps, service blueprints, journey maps, and other requirements assets
Participate in project intake, scope definition, timing discussions, and deliverable planning
Manage ad hoc projects in accordance with risk, compliance, and legal standards
Coordinate internal and external collaborators, monitor progress, resolve issues, and facilitate project execution
Build relationships with Fidelity Wealth team members and other Fidelity leaders to secure alignment and buy-in
Liaise between business units, technical teams, external vendors, and learning and development partners
Stay current with wealth management industry trends and best practices
Identify innovation and continuous-improvement opportunities
Run client reporting from the IM System and perform quality-control checks
Collaborate on client reporting reviews and enhancements
Document reporting processes and controls

Requirements

What you’ll need

Current work authorization for Canada is required
Minimum 2 years’ experience in Wealth/investment management
Minimum 2 years’ experience in Business analysis and/or project management
Completion of university degree or equivalent work experience
Ability to clearly and succinctly articulate business requirements
Strong verbal and written communication skills
Strong analytical and project management skills
Understanding of the wealth management industry
Customer-centric approach, with empathy
Licensed as an Investment Representative (IR) or Registered Representative (RR) is an asset
Insurance designation is an asset

Benefits

Comp & perks

Discretionary performance bonus
RRSP contribution after 6 months of employment, with no employee matching required
Flexible working arrangements
Competitive total compensation, including company contributions to group RRSP without a matching requirement
Comprehensive health benefits starting on the first day, with 100% employer-paid premiums
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
Generous time off policy
Two paid days annually to volunteer at a charity of choice
Diversity and inclusion programs, including Employee Resource Groups
Extensive professional development opportunities
Access to over 11,000 training and development courses
Tuition reimbursement
Monetary rewards for completing a required designation