Job Description

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

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 part of the Data Protection Office, this Project Manager role is responsible for overseeing the enhancement of our enterprise-wide records management program. This includes ensuring improvements to the records management framework and processes align with existing and new regulatory requirements, industry standards and corporate policies as Fidelity manages the lifecycle of records from creation to disposal.

The Project Manager will also be responsible for providing ongoing governance and oversight of the program to ensure successful delivery and continued operational excellence.

This role involves strong cooperation with multiple Fidelity companies, business divisions, records/data owners and accountable executives, technology teams, and oversight divisions (legal, compliance, risk, audit).

• Analyze and document current and future state process maps for records management.
• Oversee the creation, storage, maintenance, protection, retrieval, and archive or disposal of records to ensure it is managed in accordance with the records management policy and the records management schedule, for both digital records and physical records.
• Conduct regular audits and assessments to ensure the integrity, security, and accessibility of records.
• Establish and maintain a governance framework for records management, including roles, responsibilities, and accountability structures.
• Conduct regular training and awareness campaigns for staff to ensure understanding and adherence to records management policies and procedures.
• Prepare and present reports and dashboards on the status and performance of the records management program to senior management and other stakeholders.
• Prepares effective project communications and presentations for Fidelity Canada senior management.
• Participates in performance review for team members supporting the records management program and provides input into defining future career growth opportunities and goals.

What We’re Looking For

• Post-Secondary Education in IT, Business, a related field or equivalent work experience.
• 3 years of experience in project management or leading project initiatives
• Experience developing processes and frameworks while leveraging best practices
• Experience in data/information governance and records management (digital and physical)
• Financial Industry is an asset
• Certifications in Certified Records Manager (CRM) or Certified Data Management Professional (CDMP) is an asset

What You Will Bring

• Strong organizational skills, attention to details
• Expert knowledge of program management and development methodologies
• Organizational awareness; focus on key partnerships, teamwork and relationships building
• Drive for results, with ability to deal with and bring consensus to contentious issues
• Excellent written and verbal communication skills; convey the broader picture to all stakeholders
• Ability to demonstrate an understanding of business needs
• Leadership, facilitation, negotiation, influence, and customer relationship management
• Team management and resource management skills
• Solid understanding of financial industry and technology

Current work authorization for Canada is required for all openings.

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