Senior BSA/Consultant - Smart Forms

Insight Global; Toronto; On-site; CAD 125,000 - 150,000; Full time

Job summary

A leading Canadian bank is seeking an experienced Business Systems Analyst to join their Digital Technology Team within Wealth and Asset Management. This role focuses on driving digital transformation through effective onboarding processes and client engagement strategies. Candidates should have over 7 years of experience and expertise in Agile methods. Ideal applicants will excel in communication and have experience with digital onboarding solutions.

Qualifications

• 7+ years of experience in financial services as a Business Systems Analyst or IT Consultant.
• Strong grasp of digital client engagement strategies.
• Expertise in Agile methodologies (Scrum) and ability to write effective user stories.

Skills

7+ years of experience as a Business Systems Analyst

Strong understanding of advisor onboarding processes

Expertise in Agile methodologies

Excellent communication and stakeholder management skills

Tools

JIRA

Confluence

Job description

Job Description

Insight Global is supporting a leading Canadian bank in hiring a Business Systems Analyst to join their Digital Technology Team within Wealth and Asset Management. This team is driving digital transformation by delivering proprietary technology solutions that streamline advisor onboarding, enhance automation, and improve client engagement through innovative digital experiences.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [e-mail]. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

• 7+ years of experience as a Business Systems Analyst or IT Consultant within financial services (capital markets, wealth management, asset management, or investment operations).
• Strong understanding of advisor onboarding processes and digital client engagement strategies.
• Experience with Smart Forms and digitized onboarding design and implementation, including data validation and workflow automation.
• Familiarity with proprietary digital technology environments and secure authentication practices.
• Expertise in Agile methodologies (Scrum) and tools (JIRA, Confluence) and ability to write clear and concise user stories, acceptance criteria, and process flows.
• Excellent communication and stakeholder management skills. Experience with e-signature platforms and digital document management.
• Knowledge of regulatory requirements for advisor onboarding in Canadian financial services.
• Familiarity with API integrations for digital onboarding solutions.