Business Analyst (Wealth Management - Operations)

IFG International Financial Group Ltd; Old Toronto; Hybrid; Full time

Job summary

An established industry player is seeking a skilled Business Analyst to join their Wealth Management team. This role involves collaborating with various stakeholders to gather and document business requirements, ensuring that the transition to a new MS Access Database is seamless. With a focus on data reconciliation and process enhancement, you will play a key part in driving improvements within the organization. If you possess strong analytical skills and a passion for finance, this opportunity offers the chance to make a significant impact while working in a hybrid environment that promotes flexibility and collaboration.

Qualifications

• 5+ years as a Business Analyst with BRD experience.
• Strong skills in MS Excel and MS Access required.

Responsibilities

• Gather and write requirements for multiple stakeholders.
• Create documentation and confirm requirements for developers.

Skills

Business Requirement Document (BRD)

MS Excel

MS Access

Communication Skills

Data Reconciliation

Education

Bachelor's degree in a related field

Tools

MS Access Database

Excel

Job description

Business Analyst (Wealth Management - Operations)

Pay Rate: $51

Job Type: Contract

Location: Toronto ON. 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 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 are critical to this role.

Nice-To-Have Skills:

• Knowledge in Wealth Management (knowledge of GIC products)
• Knowledge in finance or reconciliation is an asset.
• Prior Wealth Management experience
• Experience 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 directors and senior managers.
• High attention to detail
• Time management
• Relationship building
• Be curious and seek solutions

Degrees or Certifications:

• Bachelor's degree in a related field required

If you are interested in hearing more about this role, please send your updated resume in MS Word format to [e-mail] and mention the Business Analyst (Wealth Management - Operations) in the subject line.