Job Description

You will be working on a predefined hybrid schedule as part of Fidelity’s dynamic working arrangement.

Current work authorization for Canada is required for all openings.

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.

Product Owner Private Wealth

How You’ll Make an Impact:

Position Overview

The Product Owner is responsible for ensuring Fidelity Private Wealth’s products and platforms are developed so that they meet our goals of driving business results, integrating data into our CRM tools, delighting users with technology and automation and that they continuously evolve to meet changing wealth industry demands and new opportunities. With this mandate, they own the product backlog to deliver features and enhancements that achieve those goals.

The Product Owner represents the business unit in a cross-functional Agile team. With ownership of the product(s) responsibilities including managing and making visible the product backlog, prioritizing requirements for future product development, and evaluating the work generated by the team to ensure enhancement of features and functionality of the product.

The Product Owner is responsible for ensuring that all product risks are identified early and continuously through the product development lifecycle, that all key stakeholders (including, but not limited to: Product, Sales, Corporate Affairs, Marketing, Advanced Analytics, Development, QA,

Operations, Compliance) are engaged continuously and collaboratively, driving toward each release or deliverable throughout the product lifecycle.

Responsibilities also include but are not limited to assessing current systems / business procedures, participating in operational reviews, documenting requirements, coordinating user acceptance testing, and ensuring successful implementation of enhancements.

Responsibilities
Work within Agile team to deliver best software solutions for our suite of products.

• Acts as Product Owner for Agile team, participating in Scrum meetings and product sprints.
• Assess value, develop cases, and prioritize stories, epics and themes to ensure work focuses on those with maximum value that are aligned with product strategy.
• Provide vision and direction to the Agile development team and stakeholders throughout the project and create requirements.
• Plan and prioritize product feature backlog to ensure there is a clear vision and roadmap.
• Oversee all stages of product creation including design and development, monitoring progress at each stage.
• Assist with Agile team reporting and road-mapping.
• Keep abreast with Agile/Scrum best practices and new trends.
• Maintain and make available an accurate and current product backlog.
• Liaison with Product Sponsor and Management to ensure successful delivery priority.
• Successful presentation of delivered features and status to senior management team and stakeholders.
• Successful coordination with Scrum Master(s) to ensure teams are delivering the best results.

Participate in Operational Reviews

• Attend kick off meetings to review existing operational controls.
• Organize documentation in advance of operational process reviews.
• Schedule resources and coordinate operational process walkthroughs & follow-up meetings.
• Conduct meetings with management to update them on the status of process analysis, findings and recommendations for enhancements.
• Assist with the implementing of process improvements and efficiency recommendations.

Lead systems enhancement change management planning

• Facilitate discussions between business departments & systems division to identify business requirements, testing needs and implementation timelines.
• Organize departmental and/or divisional communication.
• Coordinate updating relevant training materials and job aids.

What We Are Looking For:

Experience

• 2+ year(s) working experience in the financial industry, specifically client services and/or operations dealing directly with investors (required)
• 2+ year(s) working experience as a Product Owner, Business Analyst or equivalent (required)
• Working knowledge of Agile methodologies such as Scrum, Kanban, Lean, XP etc. (required)
• Experience creating agile product roadmaps, backlogs, business case development and ROI reporting (required)
• Wealth industry experience (asset)
• Experience in digital product delivery and CRM tools (e.g. Salesforce, DocuSign, etc.) (asset)
• Project management experience (asset)

Education:

• University degree (Bachelor Degree) or equivalent work experience

Designations, Licenses, or Accreditations

• Certified Scrum Product Owner (CSPO) or Product Owner Certification (required)
• Canadian Securities Course (CSC) (asset)
• Project Management Professional Certification (PMP) (asset)

This is the right opportunity for you if you:

• In-depth knowledge of Agile process and principles
• Solid understanding of the wealth management industry
• Able to build strong interpersonal relationships with cross divisional teams, senior management, and internal and external stakeholders
• Excellent verbal and written communication skills, both written and oral
• Attention to detail
• Sharp analytical and problem-solving and critical thinking skills
• Strong organizational and time management skills
• Ability to adapt to change and influence others
• Proficient computer skills, Microsoft Office (Word, PowerPoint, Outlook, Visio and Excel); working knowledge of software development

Some of the ways we’ll help you feel valued and supported as part of our team:

• Flexible working arrangements - 100% remote, hybrid, and in office options
• Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you
• Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapy
• Parental leave top-up to 100% of your salary for a period of 25 weeks
• Up to $650 for home office equipment
• Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice
• Diversity and inclusion programs, including an active network of Employee Resource Groups
• Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.

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
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o 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

Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion Employer

• 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

Designations

• A Canadian Compassionate Company
• Great Place to Work (Dec 2022 - Nov 2023)
• Best Workplaces for Women 2023 by Great Place to Work