Lead Business Analyst, Wealth

Scotiabank; Toronto; On-site; CAD 90,000 - 120,000; Full time

Job summary

A leading financial institution in Toronto is seeking an experienced Lead Business Analyst to oversee a team and drive requirements gathering for key initiatives in wealth management. The ideal candidate will have over 7 years of experience in business analysis, strong SQL skills, and knowledge of Canadian wealth management platforms. This position offers a comprehensive benefits package and opportunities for professional growth.

Benefits

Diversity and Inclusion initiatives

Tuition assistance

Flexible vacation and sick days

Community engagement opportunities

Qualifications

• 7+ years of experience in business analysis, with at least 2 years in a lead or managerial capacity.
• Strong knowledge of Canadian wealth management systems, operations, and regulations.
• Comfortable working in both Agile and Waterfall methodologies.

Responsibilities

• Lead and mentor a team of senior business analysts.
• Manage full lifecycle requirements gathering and documentation.
• Collaborate with business stakeholders, technology teams, and vendors to define solutions.

Skills

SQL proficiency

Leadership and mentorship

Stakeholder management

Analytical skills

Communication skills

Understanding of wealth management platforms

Education

Bachelor’s degree in Business, Finance, IT or related

Advanced degrees or certifications (CBAP, PMP, CSC)

Tools

Charges River or similar portfolio management system

Job description

Requisition ID: 229515

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

We are seeking an experienced Lead Business Analyst to lead a team of senior business analysts and drive requirements gathering for key initiatives within our Canadian Wealth Management systems portfolio. This role demands a strong understanding of wealth management platforms, excellent analytical skills—including hands-on SQL proficiency—and the ability to guide cross-functional collaboration. Experience with Charges River or a similar portfolio management and trade execution system is strongly preferred.

Is this role right for you? In this role you will:

• Lead and mentor a team of senior business analysts, ensuring high-quality analysis and documentation standards.
• Manage full lifecycle requirements gathering and documentation for enhancements, integrations, and regulatory projects within the wealth management domain.
• Collaborate with business stakeholders, technology teams, and vendors to define solutions aligned with strategic goals.
• Conduct stakeholder interviews, facilitate workshops, and analyze complex processes to extract business and technical requirements.
• Author detailed business requirement documents (BRDs), user stories, use cases, process flows, and wireframes.
• Use SQL to query databases, validate data requirements, perform gap analysis, and support data-driven decision-making.
• Partner with development and QA teams to validate technical designs and ensure test coverage aligns with requirements.
• Leverage your knowledge of Canadian wealth management operations such as onboarding, trade execution, fee processing, and regulatory compliance.
• Contribute to continuous improvement of business analysis frameworks, tools, and templates.

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

• Bachelor’s degree in Business, Finance, Information Technology, or a related discipline; advanced degrees or certifications (CBAP, PMP, CSC) are a plus.
• 7+ years of experience in business analysis, with at least 2 years in a lead or managerial capacity.
• Strong knowledge of Canadian wealth management systems, operations, and regulations.
• Proficient in SQL – able to write and interpret complex queries for data analysis and validation.
• Preferred: Experience with Charges River or similar portfolio management and trade execution wealth platforms
• Proven leadership, mentorship, and stakeholder management experience.
• Strong communication skills with the ability to translate business needs into technical requirements.
• Comfortable working in both Agile and Waterfall methodologies

What's in it for you?

• Diversity, Equity, Inclusion & Allyship - We strive to create an inclusive culture where every employee is empowered to reach their fullest potential, respected for who they are, and are embraced through bias-free practices and inclusive values across Scotiabank. We embrace diversity and provide opportunities for all employee to learn, grow & participate through our various Employee Resource Groups (ERGs) that span across diverse gender identities, ethnicity, race, age, ability & veterans.
• Accessibility and Workplace Accommodations - We value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. Scotiabank continues to locate, remove and prevent barriers so that we can build a diverse and inclusive environment while meeting accessibility requirements.
• Upskilling through online courses, cross-functional development opportunities, and tuition assistance.
• Competitive Rewards program including bonus, flexible vacation, personal, sick days and benefits will start on day one.
• Dynamic Ecosystem - Free tea & coffee, universal washrooms, and lots of space for team collaboration.
• Community Engagement - We offer opportunities for community engagement & belonging with our various programs such as hackathons.

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.