Business Consultant-Investments/Mutual Funds

  • Date Posted Jul 11, 2022
  • Location Toronto, Ontario
  • Job Type Contract
  • Job ID 14823

If you are a self-confident, self-motivated person with a strong work ethic and excellent communication skills and you enjoy a fast-paced team-driven environment, contact us today!

Working with one of the top financial clients this role calls for a Business Consultant-Investments/Mutual Funds who will be responsible for designing, developing, testing, implementing, measuring and managing processes. This individual will be working in a high-performing team with the mandate to transform the employee and customer experience in retail banking. The successful candidate must build strong relationships with other areas of the Bank such as Product groups, operations support teams, Finance, IT, Legal, etc.


  • Ensures that process design reflects current business strategy and business/stakeholder requirements and supports the desired customer experience
  • Processes may be related to (but are not limited to) fulfillment, operations, services, sales, etc.
  • Plays the Business Lead role for projects (regulatory and discretionary)
  • Leads design, implementation, and management of core business/group processes
  • Designs and improves processes based on business requirements and best practices
  • Ensures the processes adhere to applicable risk, regulatory and compliance requirements
  • Documents processes (including, but not limited to, process flows, playbooks, etc.) for vetting, communicating and implementing processes with stakeholders
  • Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting
  • Ensure that process design reflects current business strategy and business requirements and supports the Bank’s end-state digital vision
  • Acts as a trusted advisor to assigned business/group
  • Influences and negotiates to achieve business objectives
  • Recommends and implements solutions based on analysis of issues and implications for the business
  • Identifies emerging issues and trends to inform decision-making
  • Manage stakeholder expectations and negotiate with project stakeholders on scope and deliverables
  • Resolves issues regarding processes that are raised from all sources/stakeholders
  • Provides business content for change/communication plans, develops tailored messaging and identifies appropriate distribution channels
  • Manages change adoption by actively engaging with senior stakeholders, acts as a change agent, influences others to implement appropriate methodologies, etc.
  • Creates and delivers presentations summarizing findings and recommendations to business partner executives and senior management
  • Monitors and tracks performance; and addresses any issues
  • Designs and produces regular and ad-hoc reports, and dashboards
  • Works independently and regularly handle non-routine situations


Desired skill set:

  • 5 – 7 years of relevant experience 
  • Aptitude for Technology, data-driven decision making, ability to grasp product systems quickly
  • Advanced user of MS Office suite particularly PowerPoint and Excel
  • Experienced in preparing presentations and material for senior executives
  • Knowledge of business analysis and project delivery practices and standards
  • Understanding of risk, regulatory and compliance requirements
  • Experience in managing small to medium work streams in a transformational, fast-paced environment
  • Comfortable dealing with rapid change and dealing with ambiguous situations
  • Completion of Post-Secondary in related field

Nice to have:

  • Previous FI or banking experience
  • Strong verbal and written communication skills, experience with presentations
  • Exposure to consulting environment
  • Bilingual in French and English
  • Knowledge of Lean Six Sigma principles and process mapping fundamentals
  • Experience in technology implementations and User Acceptance Testing
  • Knowledge of Investments processes, and mutual funds compliance

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