Business Analyst; Wealth Management - Operations
Job in
Toronto, Ontario, M5A, Canada
Listing for:
International Financial Group
Part Time, Contract
position
Listed on 2026-02-23
Job specializations:
-
Business
Data Analyst, Financial Analyst, Business Intelligence
-
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
Position: Business Analyst (Wealth Management - Operations)
Our client, a top banking client in Canada is looking to hire
Business Analyst (Wealth Management - Operations) for their team with a contract for
3 Months with potential extension or possible conversion to Permanent. Hybrid 3 days a week (Mon, Tue, Wed) in Toronto Office.
Typical Day in Role:The Business Analyst will be responsible for working with multiple stakeholders across multiple groups (including Scotia McLeod, Operations, Finance, etc.) to gather and write requirements using their Business Requirement Document (BRD) to clearly outline current state and ideal future state.After 3 months, they're hoping the Business Analyst can clearly lay out the change required for a Developer to come in and enhance their calculations for how these commissions are paid out to Advisors, but ideally this Business Analyst will be able to uncover other potential obstacles or changes that could benefit the bank.The Business Analyst will be expected to understand the process, create documentation, and confirm requirements in preparation for a Developer to support a with the buildout of a new MS Access Database.Utilize experience in Excel and MS Access to understand data, where it comes from, and how to reconcile from one file to another.Candidate Requirements/Must Have
Skills:
5+ years as a Business Analyst (ability to gather and write a Business Requirement Document)Strong recent project experience working with data in MS Excel and MS Access (database)Strong written and verbal communication skills is critical to this roleNice-To-Have
Skills:
Knowledge in Wealth Management (knowledge of GIC products)Knowledge in finance or reconciliation is an asset.Prior Wealth Management experienceExperience working with AS400 (Wealth system)Soft
Skills Required:
The Business Analyst should have strong written and verbal communication skills and be able to effectively work with multiple stakeholders such as director and senior managers.High attention of detailTime managementRelationship buildingBe curious and seek solutionsDegrees or certifications:Bachelor's degree in a related field required
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