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Posted 11 days ago

Business Analyst - Data Warehouse & Business Intelligence

@ Fidelity Investments Canada ULC

Toronto, Ontario

Full-time5+ years experience
Apply now
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Overview

Fidelity Investments Canada ULC is hiring a Business Analyst for its Wealth Management Data Warehouse and BI reporting team. The role gathers requirements, maps source data to targets, and specifies dashboards and reports in Business Objects and Tableau. The posting lists a base salary and bonus range of $111,000 to $129,000, with flexible remote, hybrid or in-office options.

Responsibilities:

  • Gather and clarify requirements for data warehouse and BI reporting
  • Write user stories, data specifications and acceptance criteria
  • Perform data analysis, profiling and source-to-target mapping
  • Specify BI reports, metrics and dashboards in Business Objects and Tableau
  • Support QA and UAT testing

Requirements summary:

  • 5+ years of business analyst experience in data or analytics
  • Strong data warehousing and data mart knowledge
  • Experience with Business Objects and Tableau
  • Proficiency in SQL
  • University degree or equivalent work experience

Tools & skills

Benefits mentioned

Health insuranceRetirement planParental leaveTuition support
Source and dates

Employer career site / ATS feed · workday

Employer posting date
2026-10-27
First seen by our source
2026-10-28
Source record updated
2026-11-04

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SenioritySenior
DepartmentBusiness operations
Experience5+ years
Hours per week40 (estimated)
Travelair: none · ground: none
Work settingOffice, Home
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesEnglish
EducationBachelor’s degree (required)
Fields of studyInformation Technology, Computer Science, Data/Analytics
Perks mentionedGenerous parental leave, Retirement plan, Tuition support, Performance bonus, Wellness, Paid training, Home office allowance

Summary and details written by AI from the posting; the employer’s posting is the authority.

Fidelity Investments Canada ULC

Saved company profile

Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.

Full company description

At Fidelity Canada, we’ve been committed to 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 striving to find new and better ways to help our clients. Fidelity Canada is part of a broader group of companies, collectively known as “Fidelity Investments”, one of the world’s largest providers of financial services. We employ over 1,600 full-time employees in offices across the country, headquartered in Toronto with regional offices in Montreal, Calgary, and Vancouver. Fidelity Canada is made up of two entities: Fidelity Investments Canada ULC (FIC) and Fidelity Clearing Canada ULC (FCC). Follow us on Instagram, Facebook, YouTube, Spotify, and Apple Podcasts: @FidelityCanada Legal: fid.me/socialmedia

LinkedIn followers
71,846
People associated on LinkedIn
1,986
Reported office locations
  • 483 Bay St #300, Toronto, Ontario M5G 2N7, CA
Business categories
  • Finance
  • Financial Services
  • Financial Exchanges
Other recorded names
  • Fidelity Canada
Specialties
  • Investment Management
  • Financial Services
  • Mutual Funds
  • Financial Planning
  • Retirement
  • Asset Management
  • Financial Education
  • Market Commentary
  • and Institutional
Profile identifies a recruitment agency
No
Reported total investment
0

Currency and observation date were not supplied; this is not a current valuation or a funding round.

At Fidelity Canada, we’ve been committed to 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 striving to find new and better ways to help our clients. Fidelity Canada is part of a broader group of companies, collectively known as “Fidelity Investments”, one of the world’s…

FieldValue
IndustryFinancial Services
Company size1,001-5,000 employees
HeadquartersToronto, Ontario
Organization typePrivately Held
Year founded1987
SpecialtiesInvestment ManagementFinancial ServicesMutual FundsFinancial PlanningRetirementAsset ManagementFinancial EducationMarket Commentaryand Institutional
Open jobs on Jobsy95
LinkedInView page
Job description

Job Description

Business Analyst – Data Warehouse & BI Reporting


Job Summary

The Business Analyst – Data Warehouse & BI Reporting serves as a key member of the scrum team responsible for delivering data‑driven solutions within the Wealth Management Data Warehouse. This role bridges business needs with technical design by translating reporting and analytics requirements into clear user stories, data specifications, and acceptance criteria.


The BA collaborates closely with the Product Owner, Data Architect, Data Analyst, DW Developers, BI Developers, and business stakeholders to shape data marts, ETL pipelines, and dashboards using Business Objects and Tableau.


This role requires strong analytical capability, a solid grasp of data warehousing concepts, and experience supporting business intelligence and reporting initiatives.


Key Responsibilities

1. Requirements Gathering, Analysis & Stakeholder Engagement

  • Lead the discovery, articulation, and clarification of business requirements for data warehouse, ETL, and BI reporting solutions.
  • Translate business needs into user stories, data definitions, data and integration specifications, and acceptance criteria.
  • Act as a liaison between business stakeholders, Product Owner, data architecture, and development teams.

Success Measures:

  • Clear, accurate, complete requirements that reduce rework and streamline delivery/testing
  • Strong alignment between business expectations and delivered outcomes
  • High stakeholder satisfaction and effective communication across teams

2. Data Analysis, Source-to-Target Mapping & Data Modelling Support

  • Perform data analysis including source data validation, data profiling, and data quality assessment.
  • Create source-to-target mappings, document transformation logic, and define metric calculations.
  • Collaborate with Data Architect, Data Governance, and developers to shape data models aligned to business rules and reporting needs.

Success Measures:

  • Accurate data definitions, mappings, and business logic
  • Reduced data-related defects during testing and report validation
  • Scalable data structures supporting operational and reporting performance

3. BI Solution Design, Testing Support & Documentation

  • Produce high‑quality documentation for reporting logic, metric definitions, and data flows.
  • Translate business needs into BI reporting specifications including metrics, aggregation rules, layout, filters, and visuals.
  • Ensure report logic supports business usability, consistency, and compliance requirements including role-based access.
  • Support data validation and functional testing during QA/UAT phases.

Success Measures:

  • Accurate, user‑friendly BI deliverables that meet business objectives
  • Complete and up‑to‑date documentation
  • High UAT pass rates and low production defects

Skills & Knowledge


Must Have:

  • Strong understanding of data warehousing concepts and data mart design
  • Solid knowledge of ETL processes and data flows from operational systems to analytics environments
  • Experience with BI tools such as Business Objects and Tableau
  • Proficiency in SQL (highly preferred)
  • Working knowledge of metadata, lineage, data quality frameworks, and data governance
  • Proficiency with Confluence, Jira, Visio, and data modelling tools

Experience

Minimum Requirement:

  • 5+ years of Business Analyst experience in data, reporting, or analytics environments

Must Have:

  • Experience working closely with data architects, ETL developers, BI developers, finance teams, and business stakeholders

Nice to Have:

  • Experience in Wealth Management or Financial Services

Education

Minimum Requirement:

  • University degree or equivalent work experience

Must Have:

  • Degree in Information Technology, Computer Science, Data/Analytics, or related fields

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:

  • Base Salary and Discretionary Performance Bonus: A competitive annual range of $111,000 to $129,000, 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.


We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions.

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.

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 [email protected].

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
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today's Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

• LinkedIn Top Companies in Canada

• Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o 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

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