Sr. Business Analyst – Wealth Management & Client Reporting

  • Date Posted Jun 6, 2025
  • Location Toronto, Ontario
  • Job Type Contract
  • Job ID 18133

Are you collaborative, innovative, and enjoy visionary thinking? Are you a self-motivated individual who is hardworking with proven work history? Are you forward forward-thinking, creative individual who willingly takes ownership of complex and challenging initiatives? Then, Apply Now!

Working with one of the top financial clients, this role calls for a Sr. Business Analyst – Wealth Management & Client Reporting.

Desired Skill Set:

  • Good knowledge of the Canadian wealth management space
  • General to detailed understanding of securities, fixed income, and mutual fund trading for retail brokerage and investment counsel
  • General to detailed understanding of the settlement processes in the Canadian securities industry, where Broadridge is the dealer account structure
  • Strong communication skills and experience in writing requirements (User Stories, BRDs, SRDs, Change Requests)
  • Ability to draft process flows, and identify areas where stakeholder concerns will come into play and need to be navigated
  • Project management timeline discipline and the ability to work independently

Nice To Have:

  • Attention to detail is key.
  • Capability, enthusiasm motivated.
  • Strong communication, both written and verbal, is a must.

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