Business Analyst - Global Wealth Management

Scotiabank; Toronto; On-site; CAD 70,000 - 105,000; Full time

Job summary

Scotiabank is seeking a Business Analyst to transform the Global Wealth Management experience through modernization initiatives in Canada. The role requires translating business needs into clear user stories, collaborating with engineering teams, and communicating with stakeholders across business and technology domains.

You will lead end-to-end analysis, create requirements and journey maps, and ensure traceability of requirements from design through testing.

Qualifications

• 3+ years of business analysis experience, ideally within financial services or wealth management.
• Proven expertise in Agile delivery and business analysis techniques - journey mapping, process mapping, story writing, backlog management, and acceptance criteria definition.
• Experience with wealth management client onboarding experiences, regulatory and operational considerations (KYC, MFDA/IIROC/CIRO, suitability, product processing).
• Excellent communication, facilitation, and documentation skills.
• Experience collaborating with engineering teams on story refinement and solution validation.

Responsibilities

• Lead end-to-end business analysis activities for modernization initiatives from problem framing to solution validation.
• Produce artifacts such as business requirements, process maps, current/future state workflows, user journey maps, and acceptance criteria.
• Facilitate discussions with business partners to understand needs, identify gaps, and recommend value-driven solutions.
• Write clear, concise, testable user stories; support backlog grooming with engineering and QA teams.
• Ensure requirements are understood and traceable through development and testing.
• Act as a core contributor within the Agile team and participate in ceremonies (backlog refinement, sprint planning, reviews, retrospectives).
• Collaborate with Product Owners to prioritize work based on value, risk, and dependencies.
• Support iterative delivery by validating outcomes against user and business expectations.
• Analyze existing wealth management processes and journeys to identify modernization opportunities.
• Define future state processes to drive efficiency and improve advisor/client experiences.
• Partner with business/operations to ensure changes are practical and well understood.
• Communicate complex concepts clearly to diverse audiences (executives, advisors, operations, tech).
• Facilitate workshops and decision-making discussions with confidence and clarity.
• Serve as liaison between business stakeholders and technical teams to ensure alignment.
• Identify regulatory, compliance, and audit considerations and incorporate into solution design.
• Coordinate with Compliance, Legal, and Risk teams as needed.

Skills

Agile delivery

User story writing

Stakeholder communication

Journey mapping

Process analysis

Backlog management

Tools

Salesforce

PEGA

Onboarding apps

Job description

Title: Business Analyst - Global Wealth Management

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Scotia Wealth Modernization Team is transforming the end to end wealth management experience across our Canadian Wealth businesses. We are looking for an experienced Business Analyst who has deep expertise in agile delivery, business process analysis, journey mapping, and requirements definition. This role is ideal for someone who excels at translating business needs into clear, actionable user stories, collaborates closely with engineering teams, and communicates with confidence across business and technology stakeholders.

Is this role right for you? In this role you will:

• Lead end to end business analysis activities for modernization initiatives, from problem framing through to solution validation


• Produce high quality artifacts such as business requirements, process maps, current/future state workflows, user journey maps, and acceptance criteria


• Facilitate conversations with business partners to understand needs, identify gaps, and recommend solutions aligned to business outcomes


• Write clear, concise, and testable user stories; support backlog grooming and story refinement sessions with engineering and QA teams


• Ensure business requirements are clearly understood and traceable through development and testing


• Act as a core contributor within the Agile team, participating in ceremonies such as backlog refinement, sprint planning, reviews, and retrospectives


• Collaborate with Product Owners to prioritize work based on value, risk, and dependencies


• Support iterative delivery by continuously validating outcomes against user and business expectations


• Conduct detailed analysis of existing wealth management processes and customer journeys to identify modernization opportunities


• Define and document future state processes that drive efficiency, reduce manual work, and enhance advisor and client experiences


• Partner with business and operations teams to ensure proposed changes are practical, clearly understood, and aligned to operational realities


• Communicate complex concepts in a clear, structured, and compelling manner tailored to diverse audiences - business executives, advisors, operations teams, and technical specialists


• Facilitate workshops, discovery sessions, and decision making conversations with confidence and clarity


• Act as a liaison between business stakeholders and technical teams, ensuring alignment throughout the delivery lifecycle


• Identify regulatory, compliance, and audit considerations within requirements and ensure they are accounted for in solution design


• Partner with Compliance, Legal, and Risk teams as needed to validate impacts and ensure regulatory adherence

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

• 3+ years of business analysis experience, ideally within financial services or wealth management


• Proven expertise in Agile delivery and business analysis techniques - journey mapping, process mapping, story writing, backlog management, and acceptance criteria definition


• A strong understanding of the wealth management landscape and client onboarding experiences, including regulatory and operational considerations (e.g., KYC, MFDA/IIROC/CIRO, suitability, product processing)


• Exceptional communication, facilitation, and documentation skills


• Experience collaborating closely with engineering teams on story refinement and solution validation


• The ability to think strategically, ask the right questions, and drive clarity in ambiguous situations


• A continuous improvement mindset and willingness to challenge the status quo


• Experience with modernization or digital transformation initiatives


• Exposure to enterprise platforms such as Salesforce, PEGA, onboarding applications, or wealth account opening systems


• Certification in Agile, or related business analysis disciplines

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: \"for every future\", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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