Business Analyst (Financial Planning)

Equisoft; Montreal; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading company in digital solutions for insurance and investment seeks a Business Analyst to bridge client needs and development teams. This role involves gathering requirements, conducting QA testing, and supporting project management activities in a hybrid or remote work environment.

Benefits

Medical

Dental

Retirement Plan

Telemedicine Program

Employee Assistance Program

Flexible hours

Educational Support

Qualifications

• 3+ years in a functional analyst, system analyst, or business analyst role.
• Experience in the insurance or finance sector.
• Excellent verbal and written communication skills in French and English.

Responsibilities

• Gather, analyze, and document business and technical requirements.
• Collaborate with development teams for project implementation.
• Conduct QA testing to validate solutions meet business objectives.

Skills

Communication

Organizational Skills

Problem-Solving

Analytical Thinking

Education

College diploma

Tools

Jira

Job description

Business Analyst (Financial Planning)

What is Equisoft? Equisoft is a global provider of digital solutions for insurance and investment, recognized by over 250 of the world's leading financial institutions. We offer a comprehensive ecosystem of scalable solutions that help our customers meet all the challenges brought about by this era of digital transformation, thanks to our business needs-driven approach, industry knowledge, cutting-edge technologies and experts. With its business-driven approach, in-depth industry knowledge, cutting-edge technologies and multicultural team of experts based in North America, the Caribbean, Latin America, Europe, Africa, Asia and Australia, Equisoft helps its customers meet the challenges of this era of digital transformation.

Why Choose Equisoft? With 950+ employees, we are a stable organization that offers career advancement opportunities and fosters a stimulant environment. If that’s not enough, then check out these other perks below:

• Hiring Location: Canada (Montreal and Quebec City)
  
• You are welcome to work in our office, hybrid or remote
  
• Internal job title: Business Analyst
  
• Full-time Permanent Role
  
• Benefits available day 1: Medical, Dental, Retirement Plan, Telemedicine Program, Employee Assistance Program, etc.
  
• Flexible hours
  
• Educational Support (LinkedIn Learning, LOMA Courses and Equisoft University)
  

Role: The Functional Analyst/Business Analyst will work closely with the Delivery Manager, other analysts, team leads and developers to deliver product implementations and customized software solutions to client needs. The Functional Analyst/Business Analyst will be responsible for translating business requirements into functional specifications, ensuring that solutions align with client expectations and project goals.

In this role, the Functional Analyst/Business Analyst will serve as a key liaison between clients and development teams, gathering detailed business requirements, creating documentation, and ensuring seamless communication across teams. The role will also include supporting project management activities, ensuring timely delivery, and conducting quality assurance (QA) testing to validate that solutions meet business objectives.

Below is a brief description of the product the candidate will be working on.

Equisoft/Plan is a SaaS product that allows financial advisors and planners to create a customized plan to help their clients achieve their financial goals. Whether it's the need to minimize major financial risks (death, disability, critical illness), better budget for expenses or plan for retirement, Equisoft/Plan is their tool to help them in the process of identifying needs and establishing strategies.

Your Day with Equisoft:

Business Analysis

• Gather, analyze, and document business and technical requirements from clients.
• Create the necessary Jira tasks for the sprint and collaborate with the developers and delivery manager.
• Conduct gap analysis between current processes and client requirements.
• Maintain up-to-date documentation of requirements, business cases, and project related information.
• Liaison between clients and development teams, ensuring mutual understanding and alignment.
• Communicate project and development updates to internal and external stakeholders
• Act as the delivery manager's representative, if necessary

Quality Assurance (QA) Testing

• Collaborate with the development team to ensure features meet business and technical requirements.
• Develop comprehensive test plans and test cases, based on business requirements.
• Perform manual testing of new customized software features and regression testing of existing functionality.
• Identify, log, and track defects, working closely with developers for timely resolution
• Support user acceptance testing (UAT) by working with clients to validate solutions.

Project Management Assistance

• Assist the delivery manager in tracking progress, updating project timelines, and managing project deliverables
• Participate in project planning, stand-ups, and status meetings to ensure milestones are met
• Help monitor project risks, issues, and dependencies, escalating concerns as needed.
• Support the coordination of resources, schedules, and task assignments.
• Collaborate with the delivery manager to ensure timely communication of project status to stakeholders.

Requirements:

Technical

• College diploma combined with 3 years of relevant experience in information technology.
• 3+ years in a functional analyst, system analyst, or business analyst role
• Excellent verbal and written communication skills in both French and English
• Experience working with a development teams.
• Experience working in the insurance or finance sector and/or financial planning

Soft Skills

• Strong organizational skills with proven ability to effectively prioritize tasks
• Strong customer service and problem-solving skills with attention to detail
• Attention to detail with analytical thinking
• Strong organizational skills

Equisoft is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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We thank you for your interest in our company and we guarantee that all submitted applications will be considered.
Only those whose applications are selected will be contacted for interview purposes. By submitting your application, you consent to Equisoft collecting, using & storing your personal data in order to apply for a job and for Equisoft to analyze your application. Due to the nature of its products and services, Equisoft will perform thorough background checks prior to confirming one’s employment.