Business Process Consultant

Swoon; Toronto; Hybrid; CAD 125,000 - 150,000; Part time

Job summary

A consulting firm is looking for a Business Process Consultant to manage an electronic communications project in Toronto. The role involves overseeing the project from requirements gathering to implementation, working closely with vendors and stakeholders. Candidates should have 3-4 years of experience in process management or business analysis, ideally within the financial services sector. The position offers a hybrid work model and a pay rate of $35-$40/hour.

Qualifications

• 3 - 4 years of relevant experience in process management, project coordination, or business analysis.
• Background in financial services - particularly within mutual fund dealers, securities dealers, banks, or investment firms.
• Understanding of security and regulatory requirements for client communications in the investment industry.
• Experience working with technology teams, PMs, and vendors to deliver complex projects.
• Strong communication and presentation skills.
• Proven ability to manage multiple priorities and deliver results in a fast-paced environment.

Responsibilities

• Lead the planning and execution of an electronic communications initiative.
• Collaborate with vendors and PMs to define requirements, timelines, and deliverables.
• Ensure compliance with security and regulatory requirements.
• Oversee the physical rollout of iPhones to sales teams.
• Manage budgets, vendor relationships, and project timelines.
• Develop and deliver progress updates through presentations.
• Establish processes for monitoring and measuring adoption.
• Facilitate cross-functional alignment.
• Document processes, procedures, and requirements.

Skills

Process management

Project coordination

Business analysis

Communication skills

Presentation skills

Job description

Title: Business Process Consultant

Target Start Date: September 15, 2025

Contract: 6 months to start (strong potential for extension)

Location: Hybrid, Toronto (3 days in-office, 2 day WFH)

Pay Rate: $35-$40/hour (T4) $41-45/hour (Incorporated)

About the Role

We are seeking a Business Process Consultant to lead and manage an electronic communications project enabling sales teams to securely communicate with clients via text for mutual fund-related conversations. This role will oversee the end-to-end process: from requirements gathering through implementation - working closely with vendors, technology teams, project managers, and business stakeholders to ensure successful rollout and adoption.

Key Responsibilities

• Lead the planning and execution of an electronic communications initiative supporting approximately 900 sales team members.
• Collaborate with vendors, technology PMs, and business PMs to define requirements, timelines, and deliverables.
• Ensure compliance with security and regulatory requirements related to investment communications.
• Oversee the physical rollout of iPhones to sales teams, ensuring devices are configured for secure use.
• Manage budgets, vendor relationships, and project timelines.
• Develop and deliver progress updates through presentations and reporting dashboards.
• Establish processes for monitoring, reporting, and measuring adoption and success metrics.
• Facilitate cross-functional alignment between process optimization, integration teams, and technology stakeholders.
• Document processes, procedures, and requirements to ensure long-term sustainability of the solution.

Qualifications

• 3 - 4 years of relevant experience in process management, project coordination, or business analysis.
• Background in financial services - particularly within mutual fund dealers, securities dealers, banks, or investment firms.
• Understanding of security and regulatory requirements for client communications in the investment industry.
• Experience working with technology teams, PMs, and vendors to deliver complex projects.
• Strong communication and presentation skills, with the ability to create clear, concise project updates for stakeholders.
• Proven ability to manage multiple priorities and deliver results in a fast-paced environment.

Nice to Have

• Experience working directly with regulatory bodies.