Business Analyst (Wealth Management)

TL;DR

Business Analyst (Wealth Management): Delivering technology and process solutions for private wealth and high-net-worth client offerings with an accent on requirements elicitation, stakeholder management, and advisor-led workflows. Focus on translating complex business needs into functional requirements and coordinating business readiness across Agile delivery teams.

Location: Must be based in Toronto or Mississauga, Canada (Hybrid schedule).

Salary: $60,000–$100,000 CAD.

Company

A leading global financial services firm providing trusted investment portfolios and services to Canadian investors for over 35 years.

What you will do

• Elicit, analyze, and document business and system requirements for wealth management projects.
• Act as a liaison between business stakeholders and IS delivery teams to ensure high-quality solution delivery.
• Support project estimation, planning, and requirements prioritization within an Agile framework.
• Translate complex investment products and advisor-led workflows into clear functional requirements.
• Coordinate business readiness and change activities to ensure successful adoption of new solutions.
• Collaborate with QA and development teams throughout the design and testing phases.

Requirements

• Current work authorization in Canada is required.
• Completed 3-year College diploma or equivalent work experience.
• 1+ years of business analysis experience in financial services, specifically wealth management or private wealth.
• Demonstrated experience with advisor-led service environments and investment workflows.
• Proficiency with Salesforce, JIRA, and Confluence.
• Strong understanding of SDLC and business analysis methodologies like BABOK.

Nice to have

• IIBA or Business Analysis certification.
• CSM or CSPO certification.
• Experience with Backoffice, TA, or Dealer Operating Platforms.

Culture & Benefits

• Competitive annual salary and discretionary performance bonus.
• RRSP contribution plan after 6 months of employment.
• Inclusive and diverse work environment recognized as a top employer in Canada.
• Flexible hybrid working arrangement.
• Opportunities for professional growth and career development.