Senior Business Analyst

Aviso Wealth Inc; Toronto; On-site; CAD 108,000 - 117,000; Full time

Job summary

A leading wealth management company in Toronto is seeking a Senior Business Analyst to direct strategic business analysis initiatives. The ideal candidate will have over 7 years of experience, strong analytical skills, and expertise in capital markets. This role is integral in collaborating with various teams to ensure high-value processes for clients. Competitive compensation is offered alongside a dynamic workplace culture.

Benefits

Competitive compensation

Health, dental, and insurance benefits

Generous vacation time

Retirement plan contributions

Learning & development opportunities

Qualifications

• 7+ years business analysis experience in information technology combined with 2+ years of project leadership.
• 2+ years capital markets or wealth management experience is required.
• Strong analytical and problem-solving skills.

Responsibilities

• Lead collection, verification, and management of requirements.
• Analyze business needs and gather requirements.
• Create process flows and business process maps.

Skills

Service Excellence

Execution

Collaboration

Analytical Skills

Problem-solving

Time Management

Facilitation Skills

Education

Bachelor's degree in Management Information Systems, Business Administration, or related field

Tools

MS Office Suite

SQL Server Management Studio

Visio

Job description

Aviso :

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca .

The Opportunity :

We are looking for a Senior Business Analyst to join our Enterprise Delivery team.

Reporting to the VP, Enterprise Delivery & Strategic Sourcing, the Senior Business Analyst is responsible for directing team members and overseeing the planning, management, and execution of strategic business analysis initiatives for multiple lines of business. This role will work in partnership with business stakeholders to define requirements, scope, and deliverables to ensure delivery of high-value processes and alignment with best practices.

The team works closely with all areas of Canadian Wealth Management lines of business supporting the delivery of strategic initiatives by ensuring we deliver high value processes for our clients and end users.

Who you are :

• Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like :

Lead the collection, verification, and management of requirements, liaising between the business units / customers, technology teams and support teams

Engage & manage with business, investment management, technology, marketing, SOCON (operations, compliance) and other teams from various groups to analyze business needs, gather requirements, and help define “As Is “and “To be” stage.

Provide and apply expertise in business analysis, data mapping, creation of process flows etc.

Proactively communicate and collaborate with external and internal customers to analyze information needs and elicit requirements and deliver the following artifacts as needed : functional and non-functional requirements (business requirements document), use cases, screen and interface designs, data flow diagrams, workflow diagrams, business process maps, descriptions and recommendations

Successfully engage in multiple initiatives simultaneously

Work independently with users to define concepts, as well as under the direction of project managers or senior business analysts

Collaborate with developers and subject matter experts to establish the technical vision and analyze trade-offs between usability and performance needs

Identify and execute on process improvements through process mapping and re-design

Assist with the completion of the Business Case & Business Capability Blueprint by performing & analyzing relevant data queries.

Work closely with the engineering team for execution and clarity around business needs Assist with the definition and continuous improvement of BA processes and interactions with the team and IT and make recommendations to improve overall effectiveness and efficiency of the business

Define use case and work with testing team to formulate and manage end-to-end traceability from Business requirements, tech specs, to test cases

Lead Business Analyst team members on projects by providing coaching and directing work components

People leadership skill in managing, coaching and directing components of work to other business analyst and team members

Your experience and skills :

Bachelor's degree in Management Information Systems, Business Administration, or related field

7+ years business analysis experience in information technology combined with 2+ years of experience in project leadership

2+ years capital markets, wealth management, mutual fund, securities, and / or insurance industry experience is required

Completion of the Canadian Securities or Investment Funds in Canada Course is a definite asset and completion of CBAP designation preferred

Strong analytical and problem-solving skills including a thorough understanding of how to interpret customer business needs and translate them into application and operational requirements

Strong facilitation and negotiation skills with the ability to establish and maintain effective working relationships with various levels of management, staff and clients

Strong time management and organization skills with the ability to monitor and manage a variety of tasks simultaneously and to meet strict deadlines

Strong workflow modeling / process mapping skills; proven ability to analyze a business process and recommend solutions

Ability to work with external vendors to identify issues, collaborate on solutions, escalate as required

Technically competent with various software programs and platforms. Experience with MS Office suite, SQL Server Management Studio, and Visio is required

Fundamental understanding of relational databases and proven competency with query composition and data analysis

SAFe certification and / or experience working with Agile Delivery Teams is preferred

Fluent communication skills in English are required and bilingual skills in French are an asset

Why Aviso?

At Aviso, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.

Here are a few things that set us apart :

Competitive compensation package that rewards and recognizes individual contributions

Excellent health, dental and insurance benefits to meet the diverse needs of our employees

Generous vacation time, fitness benefit, parental leave top-up options

Matching contributions to our retirement program

Commitment to the continuous improvement of our staff through learning & development and an education assistance program

Regular social events to foster teamwork

Your Information

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including thePersonal Information Protection and Electronic Documents Act (PIPEDA)and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page – Privacy Policies

Equal Employment Opportunity

Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview :

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners : the credit union Centrals, Co-operators / CUMIS, and Desjardins. We’re proud to power businesses that empower investors .

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $108,000 - $117,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

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