Senior Business Analyst

Sun Life; Waterloo; Hybrid; CAD 85,000 - 110,000; Full time

Job summary

A leading financial institution is seeking a Senior Business & Systems Consultant to join their Retail Wealth Platform team. The successful candidate will lead discovery work, collaborate with multiple teams, and leverage their expertise in the CIRO Dealer space. This role offers a hybrid working model and the chance to shape the future of advisor experiences. Strong leadership and communication skills are essential, along with a background in investment dealer processes.

Benefits

Wellness programs for mental, physical, and financial health

Recognition as a Best Workplace in Ontario

Career path opportunities with networking potential

Qualifications

• 5+ years of experience in the financial services industry, particularly with CIRO.
• Familiar with CIRO requirements regarding KYC suitability and performance reporting.
• Comfortable working in ambiguous environments.

Responsibilities

• Collaborate with teams to define business capabilities and technical solutions.
• Lead discovery work to understand user needs.
• Review and mentor Business & Systems Analysts.

Skills

Experience with CIRO licensed investment dealers

Strong leadership and communication skills

Excellent multitasking and time management

Ability to collaborate with partners

Proficiency in Agile methodologies

Tools

JIRA

Confluence

SQL

Job description

Job Description

At Sun Life, we work together, share common values, and encourage growth and achievement. We offer many career paths that attract a wide variety of talent and skills. Follow a path that lets your talents shine.

Reporting to the Manager, Business & Systems Analysis Chapter, the Senior Business & Systems Consultant will be a key member of the Retail Wealth Platform. This role offers a unique opportunity to shape the future of advisor experiences and drive strategic initiatives within Sun Life's Retail Advice and Solutions (RA&S) division.

As part of the Platform team, you will possess a strong understanding of the wealth industry, specifically in the CIRO Dealer space (formerly MFDA), including regulatory, technological, and competitive trends. The Senior Business & Systems Consultant conducts need analysis, defines capabilities and features, collaborates with others for system design; and supports the team to increase productivity and reduce costs.

What will you do?

• As part of the Retail Wealth Platform, you will collaborate with teams in Operations, Compliance and Portfolio Management to define business capabilities and technical solutions required to grow the investment dealer business.
• Lead and manage discovery work to understand user needs and translate them into system capabilities for delivery by development squads.
• Assess current state process and systems to determine how future changes will impact systems, processes, procedures, and clients throughout the organization.
• Create and / or provide comments into internal and external communications and user documentation.
• Review and provide comments on business and technical documentation.
• Act in an advisory capacity as well as coach / mentor to Business & Systems Analysts.

What do you need to succeed?

5+ years of Experience working with CIRO (formerly MFDA) licensed investment dealers with knowledge of systems such as Univeris, FundSERV and Broadridge.

Strong understanding of wealth product structures, client account onboarding, fee billing, model portfolios and discretionary portfolio management.

Familiarity with CIRO requirements related to KYC suitability, performance reporting, trade supervision and managed account oversight.

Experience in transformational system work, moving from legacy system to modern system.

Strong leadership and communication skills with the ability to communicate clearly and align the organization on decisions.

Experience with data & integration modelling.

Experience with Business case development.

Ability to collaborate with a range of internal and vendor partners.

Excellent multitasking, prioritization, and time management skills.

Comfortable working in ambiguous environments.

Canadian Securities Course through CSI (Canadian Securities Institute) is an asset.

Additional Assets :

Proficiency in Agile methodologies and experience with quarterly / PI planning (e.g, SAFe framework)

Experience with data mapping, SQL, and / or working with APIs is an asset.

Familiarity with JIRA, Confluence, and other Agile tools

What’s in it for you :

We’re honoured to be recognized as a 2024 Best Workplaces in Ontario by Great Place to Work Canada.

Wellness programs that support the three pillars of your health – mental, physical, and financial

The opportunity to move along a variety of career paths with amazing networking potential.

As a hybrid organization, you and your leader use business and Client needs to choose where you work, at home or in the office