Product Owner

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

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.

How You’ll Make An Impact:

As a Salesforce Product Owner, you will be responsible for representing the Advisor Sales business unit’s priorities and managing product delivery on a cross-functional Salesforce scrum team. Your responsibility in this role will be to manage the product backlog, prioritize requirements for future product development and evaluate the work generated by the team to ensure impeccable features and functionality of the product.

Responsibilities also include, but are not limited to, assessing current systems and business procedures, participating in operational reviews, documenting requirements, ensuring successful implementation of enhancements and communicating updates to the Advisor Sales Team.

What You Will Do:

Work within Agile team environments to deliver the 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 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 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 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 and follow-up meetings

• Conduct meetings with management to update them on the process analysis, findings and recommendations for enhancements

• Assist with the implementation of process improvements and efficiency recommendations

• Completion of operational reviews in an organized and efficient manner

• Process enhancement opportunities are well documented and prioritized

• Operational process improvements are implemented in a timely fashion

• Successful implementation of system enhancements

• Timely and accurate communication and training of upcoming system changes and potential impact to respective areas

• Current and up to date list of prioritized enhancements available within the division for the owned product

Lead systems enhancement change management planning

• Facilitate discussions between business departments and systems division to identify business requirements, testing needs and implementation timelines

• Organize departmental and/or division communication

• Coordinate updating relevant training materials and job aids

• Successful implementation of system enhancements

• Timely and accurate communication and training of upcoming system changes and potential impact to respective areas

• Current and up to date list of prioritized enhancements available within the division for the owned product

What We Are Looking For:

• 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

The Expertise You Bring:

Must haves:

• 3+ year(s) working experience in the financial industry, specifically Advisor Sales

• 3+ year(s) working experience as a Product Owner, Business Analyst or equivalent

• Working knowledge of Agile methodologies such as Scrum, Kanban, Lean, XP etc.

• Experience creating agile product roadmaps, backlogs, business case development and ROI reporting

Nice to haves:

• Wealth industry experience

• Experience in digital product delivery and CRM tools (e.g. Salesforce, DocuSign, etc.)

• Project management experience

Education/Licenses/Registrations/Designations:

• A minimum requirement of a university degree or equivalent work experience

• Must have: Certified Scrum Product Owner (CSPO) or Product Owner Certification

• Nice to have: Canadian Securities Course (CSC), Project Management Professional Certification (PMP)

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.