Records Management Analyst

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

The work location for this role is 483 Bay Street in Toronto until approximately late 2026, when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

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.

How You’ll Make An Impact

• Support the development of the enterprise RIM Framework and Program, including governance structures, operating model, control environment, and multi-year maturity roadmap aligned to Fidelity International and relevant regulatory and legal requirements.
• Support the implementation and enforcement of the Records & Information Management Policy, Data Classification Standard, and retention/disposition procedures.
• Maintain and enhance the enterprise Records Retention Schedule (RRS) and classification frameworks to ensure consistency and compliance.
• Conduct periodic reviews of business unit practices to ensure adherence to retention, storage, and destruction requirements.
• Work with business units to classify records based on sensitivity, confidentiality, regulatory requirements, and business value.
• Map data flows, repositories, and storage locations to ensure traceability and lifecycle control.
• Coordinate secure and compliant retention, archival, and destruction activities across physical and electronic repositories.
• Act as a trusted advisor to business units on records management practices and tools.
• Oversee third-party providers (e.g., physical and digital archiving solutions) to ensure service quality and compliance.
• Deliver training and awareness programs on RIM policies, tools, and best practices.
• Develop and maintain metrics, dashboards, and reporting (KPIs/KRIs) for leadership.

What We Are Looking For

• College Degree (3-year program) or equivalent working experience
• 3 + years of experience in records management, information governance, data privacy, or related field.
• Hands-on experience with records retention and disposition framework, records lifecycle management (physical + digital), enterprise systems (M365, SharePoint, records repositories)
• Experience supporting regulatory compliance and audit activities
• Experience with data governance or privacy programs is an asset
• Financial services or regulated industry environment is an asset
• Exposure to vendor management (e.g., physical and digital archiving solutions) is an asset

The Expertise You Bring

• Strong knowledge of records management principles, lifecycle management, and data governance frameworks
• Strong documentation and reporting capabilities
• Able to work and develop practical solutions under pressure
• Strong written and verbal communication skill
• Good interpersonal and collaborative skill
• Knowledge of financial services, products, processes, and industry is an asset
• Works independently from time to time and regularly handles non-routine situation
• Exercises judgment to identify, diagnose, and solve problem
• Solid understanding of data flows, technological environments, and operational processes
• Experience with enterprise content and records management systemsUnderstanding of legal/regulatory requirements related to information governance.

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 Total annual cash compensation (base salary plus target bonus) ranges from $85,000 to $101,000, based on 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.

Some of the ways we’ll help you feel valued an