The posting
Job Description
Job Posting: Capacity Planning Manager
- This is a full-time regular role.
- Flexible working arrangements that vary based on role requirements.
- Current work authorization for Canada is required for all openings.
Who We Are:
Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing; custody and back-office support services to Canadian-based brokerage firms and registered Portfolio Managers.
FCC is developing industry leading advisor platform capabilities for independent Portfolio Managers and Broker Dealer firms. This development will focus on providing integrated service, productivity, and revenue growth tools through implementation of systems supporting business process automation. This role will be part of the technology team tasked with developing business critical technology solutions designed to automate manual processes.
What You’ll Be Doing:
The Project Management Office (PMO) is responsible for the planning & delivery of strategic initiatives for Fidelity Clearing Canada (FCC). The team balances priorities across urgency, value, and risk, to meet both regulatory obligations, as well as strategic business objectives. The PMO supports a wide range of initiatives, including regulatory, technology, and operational based projects. The PMO is engaged in all phases of delivery, from business case creation, vendor/procurement, planning, and project execution.
Reporting to the Director, Planning & Management, this role will be responsible for ensuring that our delivery function operates with agility and that resources are allocated where they are most needed.
This role is responsible for developing and executing project and portfolio level capacity planning models, analyzing multiple data sets to effectively forecast project resource requirements, while quantifying the current and projected impacts of initiatives and projects against skillsets, timelines, and competing priorities.
Capacity Planning and Forecasting:
- Developing project specific demand and supply forecast models to support current and planned initiatives.
- Assess and quantify the resource, headcount, productivity, and capacity impacts of individual projects and programs across the organization.
- Enable project delivery teams with meaningful forecasting and progress reports to enable prioritization and project scheduling across various business lines and channels.
- Design, develop and enhance models and reporting on project impacts and provide key inputs into capacity planning and financial models.
- Maintaining and updating forecasts, resource plans, capacity assumptions and project impact assessments over a rolling 24-month planning horizon.
- Leverage appropriate statistical and forecasting models to test forecast output and assumptions over the project lifecycle.
- Support the annual planning process for projects focused capacity planning across FCC.
Data Analysis & Reporting:
- Monitor project and PMO resource performance and identify areas for improvement by analyzing current departmental capacity, productivity and resource utilization and workload distribution across the FCC delivery organization.
- Collect, analyze and interpret data to identify trends, risks, opportunities and resource impacts across multiple projects and business functions.
- Utilize data visualization techniques (Power BI / PowerPoint), design and develop reporting tools and presentations to present insights and recommendations to senior leaders.
- Demonstrate a strong understanding of database frameworks, data modeling and reporting methodologies.
- Support scheduled and ad hoc project/portfolio reporting across a number of initiatives.
Collaboration:
- Collaborate with various senior leaders throughout the organization in entity wide resource programs.
- Present analysis and findings to senior leaders to help drive recommendations on capacity strategies across various teams (surplus / shortage distributions).
- Collaborate with workforce planning partners on entity level planning projects.
Risk Management:
- Ensure integrity of data governance in all models and presentations.
- Identify business and model risks and raise concerns proactively.
- Continuously challenge assumptions and validate inputs to improve forecast accuracy and project impact assessments.
- Be inquisitive and ask questions; make suggestions and provide feedback to business as necessary in order to reduce risk.
What We’re Looking For:
- University degree in business administration, finance, or computer science, or equivalent experience.
- A minimum of 5+ years’ experience.
- Capacity planning / workforce management or Forecasting, Planning, Data Analytics
- Excel and PowerPoint.
- Financial Services industry / brokerage business experience.
Nice to Python, SQL, Power BI, or other programming languages an asset.
- Experience with statistical or predictive modelling.
- Experience with Software Development Lifecycle (SDLC) and Project Management frameworks.
- Experience with Jira, Monday.com or other work tracking software.
The Expertise You Bring:
- Advanced proficiency in capacity or workforce planning management, forecasting and data analytics.
- Strong analytical and critical-thinking skills with ability to understand data and draw insights in order to deliver concise recommendations.
- Excellent written and verbal communication skills, with impeccable presentation skills.
- Knowledge of MS Access, Excel, Powerpoint, Oracle Business Intelligence Dashboards / Answers and Business Objects Web Intelligence, SQL.
- Organized self-starter, with a customer service focus and ability to manage complex tasks
- Ability to influence others and move toward a common vision or goal
- Strong attention to detail.
- Experience with applying various models to help solve practical business problems
- PMP and/or Agile certification as an asset.
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 $105,000 to $123,000, 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.
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 $6000 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’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.
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
