Job Description

Permanent Full Time




Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.



In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.



With the acquisition, IPC and Canada Life's existing wealth platforms create one of Canada's leading wealth providers.



Our team is currently growing! We're seeking a Business Analyst - someone who is enthusiastic, creative, imaginative, well spoken, works well independently as well as on a team, can manage multiple projects/deliverables as well as enjoys hard work and challenges and is driven to deliver results.



At Investment Planning Counsel we've designed every aspect of the Business Analyst role with you in mind.

What you will do:

Assist business leaders to define business problems and/or opportunity and perform benefit analysis for specific projects and initiatives. Manage requirements gathering through facilitating JAD sessions, documenting functional and non-functional requirements, usability/user experience requirements, data requirements, in partnership with business partners and 3rd party resources. Perform requirements/analysis risk assessment and provide recommendations for development and implementation approach. Collaborate with developers and systems analysts to ensure a smooth transition of requirements to solution. Apply best practice tools and techniques, including analysis, stakeholder interviews, data gathering, current system documentation, business modeling methods, business process reengineering, rules, and logic, to solve complex issues development of implementation plans, development of requirements, Joint Application Design (JAD) sessions and key analytical troubleshooting. Work with the EDO team and Project Manager to determine and manage project tasks, activities, documentation, time information per internal standards. Support business and technology teams by leading business and systems analysis to support design, development, and delivery. Collaborate with internal and 3rd party integrators to ensure quality standards are met. Manage all aspects of test management from creating test strategy, supporting unit testing, executing quality assurance testing, and supporting user and production acceptance testing. Support the development of team members from a professional and technical perspective.

What you will bring:

5+ years progressive experience in a similar role in the Financial Services industry. Expert planning, analysis, and problem-solving ability required. Must be able to manage and monitor activities across multiple projects within timeframes. An understanding of the Software Development Life Cycle (SDLC) as well as general knowledge of, and experience applying, project management methodology. Knowledge of investment software Post-secondary diploma or degree in business, computer science, economics, or related discipline. Knowledge of BABOK is required and IIBA or IFTA certification is a strong asset. Knowledge of financial services, financial markets and particularly the mutual fund industry. Strong business and systems analysis skills test planning and testing skills, troubleshooting skills and experience with multiple environments and architectures. Experience in data gathering and facilitation techniques (i.e. meetings and JAD sessions). Experience with requirements management, use case and modeling tools. Excellent communication skills, spoken and written, to convey or present factual and conceptual information on issues which require detailed explanation and interpretation. Well-developed influencing skills sufficient to resolve distinct problems and/or negotiate appropriate solutions. Detail oriented with excellent analytical and creative problem-solving skills, including the ability to deal with situations where information is difficult to obtain, complex or ambiguous. Proven ability to manage multiple projects to tight timelines with ability to prioritize. Must have advanced knowledge of MS Visio, and the entire Microsoft Office suite.

The base salary for this position is between

$56,000.00

- $83,900.00

annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.



Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.



Be your best at Canada Life- Apply today!



Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.



You can be your best here. You're part of a diverse and inclusive workplace where your career and well-being are championed. You'll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.



Together, as part of a great team, you'll deliver on our shared purpose to improve the well-being of Canadians. It's our driving force. Become part of a strong and successful company that's trusted by millions of Canadians to do the right thing.



Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we're one of Canada's leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.



We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.



It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.



Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.



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