Business Analyst (Wealth Management - Operations)

IFG International Financial Group Ltd; Toronto; Hybrid; CAD 50,000 - 78,000; Full time

Job summary

A top banking institution in Canada is seeking a Business Analyst for a hybrid contract role focused on Wealth Management operations. The ideal candidate will leverage data analysis, collaborate with stakeholders, and create essential documentation to support business needs. This 3-month contract offers potential for extension or conversion to permanent and requires expertise in MS Excel and MS Access.

Qualifications

• 5+ years as a Business Analyst with experience in BRD.
• Recent project experience with MS Excel and MS Access.

Responsibilities

• Collaborate with stakeholders to gather requirements.
• Document business requirements for current and future states.
• Analyze data and enhance commission calculations.

Skills

Business Requirement Documents

Data Analysis

MS Excel

MS Access

Communication

Problem-solving

Education

Bachelor's degree in a related field

Job description

Business Analyst (Wealth Management - Operations)

Pay Rate: $51

Job Type: Contract

Location: Toronto, ON

Our client, a top banking institution in Canada, is seeking to hire a Business Analyst (Wealth Management - Operations) for a contract of 3 months with potential extension or possible conversion to permanent. The role is hybrid, requiring presence in the Toronto office 3 days a week (Monday, Tuesday, Wednesday).

Typical Day in Role:

• The Business Analyst will collaborate with multiple stakeholders across various groups (including Scotia McLeod, Operations, Finance) to gather and document requirements using the Business Requirement Document (BRD), outlining the current and future states.
• After 3 months, the analyst is expected to define the changes needed for developers to enhance commission calculations for advisors, and identify other potential improvements benefiting the bank.
• The analyst will understand processes, create documentation, and confirm requirements to support the development of a new MS Access Database.
• Utilize expertise in Excel and MS Access to analyze data, understand data sources, and reconcile data across files.

Candidate Requirements/Must Have Skills:

• 5+ years of experience as a Business Analyst, with proven ability to gather and write Business Requirement Documents.
• Recent project experience working with data in MS Excel and MS Access.
• Excellent written and verbal communication skills.

Nice-To-Have Skills:

• Knowledge of Wealth Management, including GIC products.
• Experience in finance or reconciliation processes.
• Previous Wealth Management experience.
• Experience working with AS400 (Wealth system).

Soft Skills:

• Strong communication skills and ability to collaborate with senior stakeholders.
• High attention to detail.
• Effective time management.
• Relationship building skills.
• Curiosity and problem-solving mindset.

Education:

• Bachelor's degree in a related field is required.

If interested, please send your updated resume in MS Word format to [e-mail], mentioning "Business Analyst (Wealth Management - Operations)" in the subject line. More roles can be viewed at www.ifg-global.com.

If you have any questions, please contact us.