Business Analyst – Wealth Management

  • Date Posted Nov 10, 2021
  • Location Toronto, Ontario
  • Job Type Contract
  • Job ID 13381

Are you driven by collective success? Do you believe collaboration can transform a good idea into a great one? Do you understand the power of an inclusive team that enjoys working together to create a shared vision? Then, apply now!

Working with one of our top financial clients, this role calls for a Business Analyst – Wealth Management who will be responsible for the creation and execution of the Capability Roadmaps and associated Business Roadmaps that outline the end-to-end vision for the company’s business capabilities and associated assets/platforms. This includes how all capabilities are aligned and utilized to deliver a seamless client and employee experience while ensuring adherence to all regulatory and risk/control requirements. The ideal candidate possesses excellent communication skills and is independent, a team player, and responsible.


  • Plan, estimate, and manage business analysis work packages.
  • Plan, manage, lead and oversee the end-to-end delivery of requirements throughout the lifecycle of the project in alignment with the business and/or enterprise needs and strategies.
  • Define approach to elicit, analyze, communicate and manage requirements.
  • Identify requirements stakeholders.
  • Create and maintain a business analysis plan of requirements activities considering relevant priorities, dependencies, assumptions, and constraints
  • Estimate effort for requirements activities as input into the project management plan.
  • Elicitation of stakeholders’ actual needs, whether expressed or implicit.
  • Follow a structured approach of preparing, conducting, documenting, and confirming elicitation activities.
  • Probe, challenge and understand how requirements will address business needs.
  • Analysis, validation, verification, and prioritization of elicited requirements into deliverables.
  • Apply analytical and problem-solving skills through a variety of analysis techniques to enable informed decision-making.
  • Model and document requirements deliverables.
  • Verify requirements deliverables meet quality criteria.
  • Validate requirements deliverables to support business needs.
  • Manage requirements scope.
  • Establish and maintain requirements traceability.
  • Tailor requirements packaging and communication to the consumers.
  • Facilitate communication between requirements stakeholders to resolve requirements issues and build consensus.
  • Maintain requirements and knowledge for reuse in future projects.
  • Support and clarify any questions the developers/QA team may have.
  • Instruct developers what they have to test.
  • Conduct presentations.

Desired Skill Set:

  • Undergraduate degree.
  • 8 years of Business Analysis Experience.
  • Experience working with Wealth management.
  • Experience working with Agile delivery projects.
  • Experience working with Microsoft Office.

Nice to Have:

  • Experience working in the Money Movement industry.
  • Experience working in the Financial industry.
  • Experience working with JIRA and Confluence.

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