Job Description

Job Type: Contract


Job Category: IT

Job Title:

Business Analyst - Wealth Management

Location:

Toronto, ON (Onsite, 5 Days/Week)

Type:

Contract (6-12 Months, Extension Possible)

Job Summary:

We are seeking an experienced Business Analyst with strong domain knowledge in

Wealth Management

to support business requirements gathering, process analysis, and solution delivery across digital and advisory platforms. The ideal candidate will have experience working closely with portfolio managers, product teams, and technology teams in a fast-paced financial environment.

Key Responsibilities:

Work with business stakeholders, advisors, product owners, and technology teams to gather, analyze, and document detailed business and functional requirements.


Translate business needs into clear specifications, process flows, user stories, and acceptance criteria.


Support Wealth Management initiatives across investment products, client onboarding, compliance, portfolio reporting, and advisor platforms.


Conduct gap analysis, data mapping, workflow analysis, and system impact assessments.


Partner with QA and development teams during design, build, testing, and release phases.


Create documentation including BRD, FRD, Use Cases, Data Dictionaries, and Process Maps.


Facilitate workshops, requirement walkthroughs, and stakeholder approvals.


Support UAT planning, test case validation, and production rollout readiness.

Must Have Skills:

Bachelor's degree in Finance, Business, Computer Science, or related discipline.


Certifications such as

CBAP, CFA (Level 1), or CSPO

are a plus.

8+ years of Business Analyst experience

Must have experience

in

Banking domain Services (wealth Management - must)

.

Solid Wealth Management / Investment / Portfolio Management domain knowledge

(e.g., Mutual Funds, ETFs, Managed Accounts, Advisory Platforms, Portfolio Performance).


Strong experience with

Agile

methodology (writing user stories, backlog grooming, sprint ceremonies).


Hands-on experience with

process modeling, data analysis,

and translating business concepts into technical requirements.


Experience working with

CRM / Client Lifecycle / KYC / Regulatory Compliance

workflows.


Excellent communication, documentation, and stakeholder management skills.

Nice to Have:

Experience with

Portfolio Accounting / Performance Measurement / OMS/PMS systems

.


Exposure to

SQL

for basic data query and validation.


Experience in Canadian Banking ecosystem.



Required Skills


DATA ANALYST