Business Analyst (Wealth Management - Operations)

IFG International Financial Group Ltd; Toronto; Hybrid; CAD 87,681,000 - 146,136,000; Full time

Job summary

IFG International Financial Group Ltd is seeking a Business Analyst (Wealth Management - Operations) for a 3-month contract in Toronto. The role requires gathering and documenting requirements, writing BRDs, and preparing for a Developer to build an MS Access database.

The ideal candidate has 5+ years BA experience, strong Excel and Access skills, and excellent written and verbal communication to coordinate with multiple stakeholders across Wealth Management operations.

Qualifications

• 5+ years as a Business Analyst and BRD writing
• Strong MS Excel and MS Access experience
• Strong written and verbal communication skills

Responsibilities

• Gather and document requirements using a BRD to define current and future state
• Prepare requirements for developers to build a new MS Access database
• Analyze data sources and reconcile data across files using Excel
• Collaborate with stakeholders across multiple groups

Skills

Stakeholder communication

Attention to detail

Time management

Relationship building

Education

Bachelor's degree in a related field

Tools

MS Excel

MS Access

Job description

Business Analyst (Wealth Management - Operations)

Pay Rate: $51

Job Type: Contract

Pay Rate: $51 Location: Toronto ON Job Type: Contract 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 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 director and senior managers.
• High attention of detail
• Time management
• Relationship building
• Be curious and seek solutions

Degrees or certifications:

• Bachelor's degree in a related field required

Other roles can be viewed at www.ifg-global.com #VMS1