Job Description
About the job
Job Description This is a hybrid role with a mix of remote and in-office working.
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.
What We Do 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/ How You’ll Make An Impact As a Product Owner on the Fidelity Wealth team, you will be responsible for representing business priorities and managing product delivery on a cross-functional scrum team. In this role, you will own the end-to-end delivery of critical wealth management capabilities, balancing business outcomes, regulatory considerations, and technology execution to deliver measurable value for advisors and clients.
You will set the vision and direction for key wealth management capabilities, including but not limited to
Client onboarding experiences
Fund transfer capabilities
Trading functionality
These capabilities are delivered in close partnership with Fidelity Clearing Canada (FCC) and other technology and business partners.
You will also be responsible for
Developing and maintaining the product vision and roadmap for enhancements to the onboarding, fund transfer, and trading capabilities delivered with partners
Owning the product lifecycle end to end, from intake and prioritization through delivery, release, and post-implementation evaluation
Leading user research and testing
Prioritizing the product backlog, epics and stories
Writing clear epics and stories with well-defined business value and acceptance criteria
Documenting use cases and defining feature requirements
Collaborating with partners across technology, FCC, marketing, and operations
Working with external partners to assess capabilities and align roadmaps
Using data to inform product roadmap choices and priorities
Evaluating work generated by the scrum team including UAT participation
Documenting processes and enabling reviews with legal, risk, and compliance
Partnering with Learning & Development to create training materials and job aids
Leading periodic business planning meetings and contributing to business reviews
What You’ll Need
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
In-depth knowledge of Agile product management processes and principles
Strong organizational, communication, presentation, and leadership skills
Proven experience leading cross-functional teams
Capacity to lead, influence and motivate colleagues without formal authority
Ability to build and maintain strong working relationships with senior leaders and partners
What We’re Looking For
University degree (Business, Commerce or related field) or equivalent work experience
3+ years of relevant experience
Agile product management experience
Experience supporting client onboarding, fund transfer, or trading platforms is an asset
Experience working with clearing or custody partners is an asset
Understanding of wealth management business processes and experience in financial services is an asset
Scrum / Product Owner certification(s) is an asset
Bilingual (verbal and written) in English and French is an asset
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
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 A competitive annual range of $94,000 to $117,000, 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.
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
Greater Toronto’s Top Employers
Canada’s Top Family-Friendly Employers
Canada’s Top Employers for Young People
Great Place To Work® Certified
Best Workplaces for Inclusion
Best Workplaces for Mental Wellness
Best Workplaces for Today’s Youth
Best Workplaces for Women
Best Workplaces in Financial Services & Insurance
Best Workplaces in Ontario
Best Workplaces with Most Trusted Executive Teams
LinkedIn Top Companies in Canada
Human Resource Director (HRD) – Best Place To Work
HRD – 5-Star Benefit Program
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
